GOOG
Berkshire’s first-quarter flex
Greg Abel’s first quarter as Berkshire Hathaway CEO came with a message that was basically: don’t blink. Berkshire more than tripled its Alphabet stake, boosting its position by 224% in a move that instantly turned heads across Wall Street.
Why you should care
When Berkshire shifts, people notice. It’s not just because Warren Buffett has been the ultimate stock-picking celebrity for decades — it’s because the firm’s buys often spark a fresh round of “wait, what does Big Money see here?” conversations. Alphabet already sits in the elite Magnificent Seven club, but this kind of move can make investors wonder whether the market is still underestimating the company’s AI, search, and cloud mix.
The Buffett effect, minus the prairie homespun
This isn’t Berkshire buying a meme stock because it saw a viral clip. It’s a giant conglomerate leaning into one of the most durable cash machines in tech. If you’ve been on the fence about Alphabet, a bigger Berkshire stake doesn’t magically make the stock cheaper — but it does add another layer of credibility to the bull case.
Big picture
The headline isn’t just that Berkshire bought more Alphabet. It’s that one of the most watched capital allocators on the planet is saying, in its own quietly aggressive way, that Alphabet still looks like a business worth owning.