
Trotz der Befürchtungen einer KI-Blase kauft Warren Buffetts Berkshire Hathaway inmitten einer enormen Rally 17,8 Millionen Aktien des KI-Hyperscalers Alphabet
https://fortune.com/2025/11/15/warren-buffett-stocks-berkshire-hathaway-13f-alphabet-shares-ai-bubble/

6 Kommentare
100% he didnt make the choice to buy it, idk whY everyone keep saying buffet bought google lol lil bro is at the retirement home
Buffett doesn’t know anything, I listen to redditors who constantly post crash
Alphabet is a bit more than just an AI Hyperscaler
That’s like calling McDonald’s a soft drink dispensing company.
I remember a Motley Fool article from 15 years ago asking why people haven’t learned from each time Berkshire Hathaway does a pump ’n dump.
Same thing works each time they do it, and people fall for it each time.
Nvidia is the bubble. Google has TPUs and a business model that doesn’t run on hype.
Despite it’s large investment in AI, Google also has a legitimate golden goose – advertising.
And it’s built massive competitive moats around that golden goose both in terms of consumer reach e.g. Google Search, YouTube, Gmail but also in data collection and tech e.g. Google Analytics, Firebase, Chrome, Android, DoubleClick.
The real losers if the AI bubble burst will be companies like OpenAI.