Prediction: Following Alphabet, This Could Be the Next Trillion-Dollar Artificial Intelligence (AI) Stock Greg Abel Adds to Berkshire's Portfolio

2026-07-06 12:05:00 ET

Warren Buffett's retirement as CEO marked the end of an era at Berkshire Hathaway . While Berkshire remains committed to long-term ownership of high-quality compounders, some recent portfolio moves under new leadership suggest that there is a greater comfort with sophisticated, high-growth opportunities that sit at the center of artificial intelligence (AI).

The evidence appears clearly in Berkshire's recent handling of two "Magnificent Seven" stocks. During the third quarter of 2025, Berkshire initiated a stake in Alphabet . During the first quarter of this year, which was Greg Abel's first full quarter as CEO of Berkshire, the company more than tripled its Alphabet position to nearly 54 million shares. At the same time, filings show that Berkshire completely exited its long-standing -- albeit modest -- investment in Amazon .

These moves suggest that Abel is willing to differentiate among mega-cap technology leaders. Such selectivity could open the door to other companies that combine technological leadership with durable competitive advantage. One name that I think increasingly fits Berkshire's investment profile is Nvidia (NASDAQ: NVDA) . Read on to learn why.

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