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

Hawkinvest
13.19K Followers
(17min)

Summary

  • 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.
  • Potential upside catalysts include spinoffs, breakthroughs in quantum computing, and continued growth in AI and autonomous vehicle sectors.

Seattle Tech

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The market has experienced a fairly steep decline in the past few weeks, although there has been a nice rebound in the past few days based on hopes for trade deals and rate cuts. The decline seems to have been

This article was written by

13.19K Followers
Long-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinvest1

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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