The $5.6B "Main Character" Move: Billionaires Bet on Alphabet’s AI Pivot
Three billionaire titans just poured a combined $5.6 billion into Alphabet (GOOGL) during Q3 2025, signaling a massive shift in sentiment toward the search giant’s AI future.
The "Whale" Trades
Warren Buffett (Berkshire): Ended his tech-holdout with a massive $4.3B new position (17.85M shares).
Philippe Laffont (Coatue): Aggressively increased his stake by 259%, making Alphabet his #4 holding.
Stanley Druckenmiller: Swapped Microsoft for Alphabet, opening a fresh $24.8M position.
Why the "Hype" is Real
Revenue Milestone: Alphabet smashed through its first-ever $100B revenue quarter ($102.3B, up 16%).
Cloud Dominance: Cloud revenue surged 34% to $15.2B. The company signed more $1B+ cloud deals in 2025 than in the previous two years combined.
AI Adoption: Over 70% of Cloud customers now use Alphabet’s AI tools. The Gemini app surged to 650M monthly users.
Better Value: Trading at ~27x forward earnings, Alphabet is seen as the "value" pick compared to Microsoft (32x) or Nvidia (42x).
Bottom Line
The "Buffett Effect" sent shares up 5% post-disclosure. With the stock up 50% in 2025, the "smart money" is betting that Google isn't just surviving the AI era—it's owning it.
