Berkshire Hathaway ended Q3 with a record $381.7 billion in cash & cash equivalents.

Against that mountain of dry powder, their new $4.3 billion stake in GOOGL is literally 1.1 % of the pile… a fkn rounding error for Warren.

Yet they deployed it into Alphabet.

When the ultimate value investor quietly steps into Big Tech/AI at all-time highs… it’s a loud signal that the AI cycle is still in its early innings.