Warren Buffett spent decades dismissing tech stocks he didn’t understand. His successor apparently has fewer reservations.
Berkshire Hathaway disclosed a $4.3 billion stake in Alphabet during the third quarter of 2025, one of the most consequential portfolio moves the company has made in years. It arrived shortly before Buffett formally retired as CEO on December 31, 2025, handing the reins to Greg Abel.
The timing matters. This wasn’t a Buffett trade. It’s the first major signal of where Abel intends to take one of the world’s most closely watched investment portfolios.
What actually happened with Nvidia
Headlines claiming Berkshire “dethroned” Nvidia as the world’s largest company are, to put it charitably, doing a lot of creative math.
