$Alphabet(GOOGL.US)Berkshire Hathaway recently made a historic portfolio adjustment, reducing its Apple stake while initiating a position in Alphabet. This move signals a major pivot in its AI-era strategy, expanding from hardware into cloud computing and advanced AI. Google was chosen for its dual value-growth profile: strong cash flow from core search ads coupled with high growth potential in cloud and AI. Despite competition and regulatory challenges, Berkshire’s investment clearly demonstrates its view that backing AI leaders is essential to seize future opportunities and mitigate long-term risks.

Are you optimistic about Google‘s long-term prospects?