Berkshire Hathaway Bets Big on Alphabet, Signaling a Shift Into Tech Investing
Key takeaways
- Geoffrey Seiler, The Motley Fool Sat, June 6, 2026 at 12:50 AM GMT+7 4 min read BRK-B GOOG NVDA Under former CEO Warren Buffett, Berkshire Hathaway (NYSE: BRKB) (NYSE: BRKA) was never a big investor in the tech sector.
- On top of that, given the pace of innovation, he believed that tech companies not only got disrupted too quickly, but also that disruption was in fact the tech business model itself.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
Geoffrey Seiler, The Motley Fool Sat, June 6, 2026 at 12:50 AM GMT+7 4 min read BRK-B GOOG NVDA Under former CEO Warren Buffett, Berkshire Hathaway (NYSE: BRKB) (NYSE: BRKA) was never a big investor in the tech sector. Buffett always believed that we should invest in what we know, and he didn t believe he understood most tech stocks well enough to buy them.
On top of that, given the pace of innovation, he believed that tech companies not only got disrupted too quickly, but also that disruption was in fact the tech business model itself. With modest moats and business models having to constantly evolve, he found projecting a company s long-term earnings and cash flow to be way too difficult.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »