10 days ago
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Posted On: October 26th 2026, 11:34 pm
We have been eyeing Google.
Berkshire signed it first: Buffett started the stake in 2025, Abel grew it past $36 billion. Cloud grew 82% last quarter with a $514 billion backlog. YouTube alone could be a trillion-dollar empire. Chrome is how Google fights the frontier labs.
Recent buyers — 267 shares across the firm. Comfortable having Google in the portfolio, and not scared to sell into a better opportunity.
Alphabet reports Wednesday after the bell, and that’s when it gets priced.
Berkshire signed it first: Buffett started the stake in 2025, Abel grew it past $36 billion. Cloud grew 82% last quarter with a $514 billion backlog. YouTube alone could be a trillion-dollar empire. Chrome is how Google fights the frontier labs.
Recent buyers — 267 shares across the firm. Comfortable having Google in the portfolio, and not scared to sell into a better opportunity.
Alphabet reports Wednesday after the bell, and that’s when it gets priced.
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