Phyrex
Phyrex|Nov 17, 2025 19:50
Today, I was chatting with some friends about Buffett investing in Google (Alphabet). Back when Buffett was selling Apple, a lot of people said it was because he doesn’t go for the tail end of the fish and saw the market nearing its end, so he started selling. But this time, his purchase of Google is probably because he’s optimistic about AI. On the other hand, it might also be a way to make up for missing out on Google in the past. I remember Buffett once said he doesn’t predict the market, doesn’t look at macro trends, and doesn’t buy stocks just because the index is going up. He simply focuses on the value of the company. This mindset is similar to how many people invest in BTC. Even when you look at BTC’s growth, macro influences are just short-term noise affecting BTC’s price. In the long run, macro factors don’t have a huge impact. You can see this with Apple, Google, and Nvidia. No one’s market predictions are 100% accurate, but in the long term, holding the highest-quality assets often outperforms most investors. Buffett didn’t get Google at a cheap price this time, and he didn’t wait for a bear market to buy. Instead, I think Berkshire’s move to buy now might just be the start of building a position. They might continue buying in Q4. Buying Google now might be because Gemini 3.0 is about to launch—if they don’t buy now, it could get even more expensive. I have the same attitude toward BTC. I can’t predict the bottom, but I’m optimistic in the long term. I buy whenever there’s a dip—the more it drops, the more I buy. Bitget VIP, lower fees, crazier perks.
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