Berkshire Just Bought Google. Maybe AI Isn’t a Bubble After All?
One of the most surprising moves this week: $BRK.B (Berkshire Hathaway Inc) just opened a new position in Alphabet ($GOOGL / $GOOG (Alphabet) )
Why does this matter?
Because Berkshire almost never buys high-growth tech…
…and certainly doesn’t chase “AI hype.”
So if the most disciplined value investors on the planet are buying Google right now, in the middle of the AI boom, the message is pretty clear:
👉 AI isn’t a bubble — it’s a long-term structural transformation.
👉 And Google is one of the best-positioned players to benefit.
Google is investing massively in AI infrastructure, models, cloud, and integrations and now even Buffett’s team sees it as a compounder, not a speculative bet.
For context:
💡 Google is also my largest stock position, 10% of my portfolio.
This move from Berkshire reinforces exactly why I’ve been holding strong.
Sometimes the smartest thing you can do is pay attention when the quiet giants make a move.... Show More
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Sun Dec 07 2025 01:34:30 GMT+0000 (Coordinated Universal Time)
