Institutional activity shows BRK.B buying DAL, M, and GOOGL while selling UNH; Tiger Global added MELI, LITE, INTC, XNDU, and RVI, while the Gates Foundation exited MSFT. NFLX is rated Buy by BofA with a $125 price target, and SPCX (SpaceX) is reportedly targeting a June 12 IPO at a $2 trillion valuation. Option volume was led by NVDA, TSLA, and MSFT, while Citi projects 2030 server CPU market shares of 47% for INTC and 34% for AMD.