Alphabet Attracts Value-Driven Investment Amid AI Bubble Concerns

about 1 month ago

Tatana Darier

"Looking at Alphabet Shares, your ticker is Google up about 5%. And this is something that came late Friday, so it might have been overlooked, but Warren Buffett Bergkshire Hathaway acquired 17.9 million uh shares in the company that's worth about a $5 billion worth of stock while trimming shares of Bank of America and Apple. And this comes as the company has been a net seller of equities over the quarter, offloading about six billion. And this is why it caught my attention. We're here at a time when uh valuation concerns are so high. We're talking about the AI bubble potentially bursting and here's one of the biggest valueoriented investors stepping in still seeing value in some of the magnificent seven names. Uh and this just shows you that perhaps some of this bubbles concerns are better reflected in some of the more speculative plays rather than big tech valuations which have actually retreated over the past uh five years. If you look at conventional measures like P."

Berkshire Hathaway's significant stake in Alphabet amid high valuation concerns and the AI bubble highlights that major value investors still recognize the strength of big tech, suggesting that current market fears may be more applicable to speculative plays rather than established tech giants.

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