Berkshire just dropped $37B into $GOOGL last quarter—48.1 million shares, now their 3rd biggest holding.

Buffett doesn't chase hype. When he goes this big, he's seeing durable cash flow, pricing power, and a moat that's not going anywhere.

Google's ad business prints money, Cloud is scaling, and AI integration is real—not vaporware. The market's been shaky on Big Tech, but Berkshire's buying when others are hesitating.

This isn't a trade. It's a bet on structural dominance for the next decade.