Alphabet: Quietly Becoming The Berkshire Hathaway Of Tech, AI, And Robotics

  • Despite recent market declines, I recommend buying Google due to its strong fundamentals, diverse growth drivers, and potential for significant shareholder returns. Google's search business remains dominant, and fears of AI competition are overblown; recent advancements like Gemini 2.5 bolster its competitive edge. Google's diverse portfolio, including Waymo and other high-potential ventures, mirrors Berkshire Hathaway's success in acquiring and developing dominant businesses.