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marketsSeptember 7, 20263 min read

Berkshire Pours Billions Into Alphabet: What Buffett's Successor Sees

In Q2 2026, Berkshire Hathaway increased its Alphabet position by nearly 3% of the entire portfolio — one of the biggest buys of the year. This is a signal.

Thomas
Thomas·Crypto & Stocks Creator

The Big Move

Warren Buffett's successor Greg Abel is making a move that's catching many by surprise. In the second quarter of 2026, Berkshire Hathaway aggressively bought Alphabet shares (Google). So much that Alphabet is now the fourth-largest position in the portfolio.

What makes this so interesting? Because between 2022 and 2024, Berkshire actually sold $172 billion worth of stocks. Apple out, Bank of America out, cash piled up. And now? Now the money is flowing into Google.

Why Alphabet?

I looked at the numbers. Alphabet isn't just a search engine. It's:

  • YouTube — the world's largest video platform
  • Google Cloud — growing double digits every quarter
  • Android — the OS on 3 billion phones
  • Waymo — self-driving cars already operating in multiple US cities

Here's the point: While everyone talks about Nvidia and AI chips (Peter Thiel sold all his Nvidia shares in Q3 2025 — over $100 million), the quiet pros are betting on companies that build AI into real products.

Google has AI in search, in YouTube, in Gmail, everywhere. They're making money from it today — not in five years.

What This Means For You

I was naive once too. Back in 2000, I bought Deutsche Telekom shares at €100 because everyone said "this is the future". Watched them fall to €8. My lesson: Hype is dangerous. But when the quiet pros buy, you should listen.

Berkshire doesn't buy because it's trendy. They buy because they believe Alphabet will be worth more in ten years than today.

What Other Pros Are Doing

Not just Berkshire. Other major hedge funds bought tech stocks in Q2:

  • Peter Thiel: sold all Nvidia, bought Microsoft and Apple
  • Institutions worldwide: buying Micron (memory chips for AI) — stock up 756% this year
  • Insider buying at Microsoft and Amazon is increasing

The pros are rotating out of hype stocks (Nvidia) into quiet winners (Google, Microsoft, Apple).

What I Take From This

I never say "buy this". But I watch what the pros do. And right now I see:

  1. Berkshire buying Google — the first time this aggressively in years
  2. Peter Thiel selling Nvidia — after years in the hype
  3. Cash flowing back into tech — but into companies that already make money

This isn't a coincidence. This is a signal.

If you're interested in Alphabet: look at how much money they make with YouTube and Cloud. Not the headlines, the numbers.

Stay calm. Stay focused.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.

Sources

BeInOptions Research

Frequently Asked Questions

Why is Berkshire buying Alphabet now?

In Q2 2026, Berkshire significantly increased its Alphabet position, making Google the fourth-largest holding in the portfolio. Berkshire is betting that Alphabet turns AI into real, profitable products — not just future promises.

Did Peter Thiel really sell all his Nvidia shares?

Yes, in Q3 2025, Thiel Macro LLC sold all 537,742 Nvidia shares — over $100 million. That was 40% of the entire portfolio at the time. Instead, he bought Apple and Microsoft.

Is Alphabet a safe investment?

There are no "safe" stocks. But Alphabet already makes massive money from YouTube, Google Cloud, and advertising today. Berkshire doesn't buy hype stocks — they buy companies that could be worth more in ten years.

What's the difference between Nvidia and Alphabet?

Nvidia builds the AI chips, Alphabet uses AI in real products — search, YouTube, Cloud. Pros like Thiel and Berkshire are now betting on companies that monetize AI, not just chip makers.

Should I buy Alphabet now?

I never say "buy this". But when Berkshire starts buying aggressively after years of selling, that's a signal. Look at the numbers — YouTube revenue, Cloud growth — and decide for yourself.

Key Options Terms

A quick refresher on the terms that keep coming up in options stories like this one.

Implied Volatility (IV)
The volatility the market expects. Rising IV makes options more expensive; falling IV makes them cheaper. IV guide →
The Greeks
Delta, Gamma, Theta and Vega measure how an option reacts to price, time and volatility. Greeks explained →
Open Interest
The number of open contracts. Heavy open interest at a strike flags an important price level. Read the chain →
Premium
The price of an option. Sellers collect it; buyers pay it for the right to trade. Basics →
Exercise & Assignment
What happens at expiration when an in-the-money option is actually settled. Learn more →
Defined Risk
Strategies such as spreads where the maximum loss is known from the outset. Strategies →

Options & the News – Quick Answers

How do stories like this move option prices?

News mostly works through expected movement: when uncertainty rises, so does implied volatility and therefore premium – often regardless of direction.

Do I have to bet on direction to benefit?

No. Defined-risk strategies such as the iron condor or a covered call trade volatility and time value rather than an exact direction.

I am a beginner – where should I start?

Start with our beginners guide and the glossary before putting real capital to work.

Related reading

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Thomas

Author

Thomas

Crypto & Stocks Creator

Retail Trader

Self-taught+ Years

Thomas, 26, is self-taught. He turned his obsession with finance YouTube into his own channel, broadcasting from a converted bedroom studio: brick wall, one mic, a laptop. Not a suit, not an institution, not a signal service. His whole mechanic is one thing: he tracks what the biggest crypto and stock creators are covering right now, and posts the sharper second opinion within hours – not the summary you can get anywhere, but the part everyone else skipped. That's his credibility model too: the retail seat with a small account, honest enough to say when something once cost him money.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.