Alphabet leading big tech names today on Berkshire Hathaway $4.3B stake disclosure
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Marley Kayden
Berkshire's Alphabet purchase is rare tech sector venture and significant vote of confidence in AI infrastructure spending
Speculation that investment managers Todd Combs/Ted Weschler may have initiated Alphabet purchase rather than Buffett
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Marley Kayden
This would be monster purchase if part of Combs/Weschler's 10% portfolio allocation
When Berkshire moves, market responds - seeing that today with Alphabet price action
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Not weak move for Apple but vote of confidence in Alphabet - mistake to not be on board with big tech in current market
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Google AI Gemini 3 expected this week with 91% prediction odds, potential catalyst for Alphabet
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Among Magnificent Seven, only Alphabet, Apple, Microsoft, Amazon fit Buffett mold - Berkshire chose Alphabet over Microsoft
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Current Magnificent Seven names in spotlight can run longer than expected - recommending call butterfly spread targeting $300
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