Berkshire’s Alphabet Buy Sure Doesn’t Sound Like Buffett

Published on November 21, 2025

he article examines the high valuations of AI-focused tech giants like Alphabet and Nvidia, contrasting the risk of an "AI bubble" with their powerful profitability. While Berkshire Hathaway's new stake in Alphabet signals confidence, both companies require substantial future growth to justify their current multiples.

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Big Tech’s Creative Financing Is Fooling No One

November 21, 2025
The article examines how tech giants like Meta are using massive, off-balance-sheet special-purpose vehicles to finance multi-billion dollar data centers. Despite these complex structures, large investors are treating the debt as a direct obligation of the tech company, leading to a subsequent sell-off of Meta’s publicly traded corporate bonds.

S&P 500 Steadies as Alphabet Rises Amid Revived Fed-Cut Bets

November 21, 2025
The S&P 500 Index edged higher to start Friday, recovering some of the losses caused by recent concerns over stretched valuations and a potential AI bubble. The recovery was supported by remarks from Federal Reserve Bank of New York President John Williams, who suggested there is room to lower interest rates soon. These comments immediately boosted market expectations for a December rate cut.