u/solodav ·
Reddit — r/ValueInvesting
· September 05, 2026 at 18:44
· ⬆ 15 pts
· 💬 25 comments
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Summary
The author questions Berkshire Hathaway's recent investments in AI and tech, specifically criticizing their purchases of Google stock at high valuations ($350/share).
The thesis suggests that Berkshire's management lacks the technical expertise to properly evaluate AI infrastructure and frontier models, acting as a contrarian "top signal" (the shoeboy).
Quality assessment: Speculation and opinion based on recent news and price action, lacking deep fundamental or financial analysis.
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Comments25
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[https://x.com/Kalshi/status/2096244459830981027](https://x.com/Kalshi/status/2096244459830981027)
JUST IN: Berkshire Hathaway CEO says company plans to "cash in" on AI through growing data center demand
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To be fair, Buffett first started buying Google stock for Berkshire in 2025. But, Greg Abel has been buying more recently and as high as $350/share (Buffett bought around $200).
These guys are late to the party right when things start looking possibly dangerous/bubblicious and right before Google started having mass exodus of top AI talent.
I have doubts about whether Buffett/Abel know much about TPUs, the latest on frontier models (and Gemini’s standing), photonics, LLMs vs classical neuro-symbolic AI, harnesses, etc. etc.
I hold about $16K in Berkshire B and it feels like out-of-touch grandpa is selecting my stocks.
Google is experiencing a mass exodus of top AI talent and is trading at high valuations (around $350/share in the author's 2026 timeline). Berkshire buying in at these levels signals a "late to the party" retail-like top, especially given Google's internal talent struggles and the complex, rapidly changing AI landscape. Avoid Google as it appears "bubblicious" and is losing its competitive edge in frontier models. Google's data center demand and TPU advancements could outpace talent losses and justify the valuation.
Berkshire Hathaway is pivoting to "cash in" on AI through data centers and buying Google stock at high prices. Management (Buffett/Abel) likely lacks the deep technical knowledge (TPUs, photonics, LLMs) required to make informed investments in this specific sector. Berkshire's capital allocation in tech is questionable, making the stock less attractive to hold. Berkshire's core businesses (insurance, energy, railroads) continue to perform well and offset any tech missteps.
This Reddit post, published September 05, 2026,
features u/solodav
discussing GOOG, BRK.B.
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