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Buffett Buys Alphabet Despite Tech Caution | Durham News
Warren Buffett’s bold move into Alphabet signals a strategic shift: after years of avoiding tech, he’s now betting big on Google’s long-term fundamentals, quietly amassing a $31 billion stake since Q3 2025. Despite his usual “circle of competence” boundaries, Buffett sees Alphabet’s strong economics and AI-driven growth as a winning long-haul play—even if he personally prefers four or five other Berkshire holdings. With massive AI spending looming, Buffett remains cautiously optimistic, emphasizing sustainability over hype. This isn’t just a tech gamble—it’s classic Buffett: patience…
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