Dear Reader,
He's loaded up on millions of shares...
According to official government filings, billionaire Warren Buffett has been buying record amounts of one AI stock that would surprise most people.
This stock is NOT in the Mag 7.
And, in fact, it's not even listed on the Nasdaq.
Yet in one of his final moves as CEO of Berkshire Hathaway, Buffett has already invested more than $11 billion.
Why?
A new historic order from Donald Trump goes into full effect on September 30 at midnight ET.
As this new order resets the U.S. AI market (and entire economy) on a massive scale...
Warren Buffetts favorite AI stock could be one of the biggest winners.
We think that's why he's buying so many shares of this AI stock most people have never heard of.
We've prepared all the details about the radical new move Trump is making on September 30.
And at the same time, we're giving away Warren Buffett's #1 AI stock for free. We're even spelling out the ticker symbol on camera.
To see what's coming to the U.S. AI market on September 30... and to see what Warren Buffett's been buying ahead of time...
Click here now for all the details.
To your financial safety,
Rob Spivey
Director of Research, Altimetry
P.S. Warren Buffett is not the only billionaire who sees this. Others like Elon Musk, Bill Gates, and Jeff Bezos have moved large portions of their net worths into investments that are poised to benefit from Trump's major market reset coming on September 30. Click here to see what Trump is about to do to the American AI industry on September 30 at midnight ET.
Alphabet's Resurgence: It's Now a Clear Market Leader
Written by Ryan Hasson. Published 9/2/2025.
Key Points
- Alphabet has flipped its narrative from laggard to leader, outperforming the market and its peers over the past month.
- The stock has broken out to new all-time highs, up over 23% this quarter. $200 is a key technical level to watch for sustaining momentum.
- A looming antitrust ruling remains the most significant risk, with potential for a 10% swing depending on the outcome, though markets expect less drastic remedies than a breakup.
Alphabet (NASDAQ: GOOGL) spent the first half of the year under the weight of regulatory scrutiny, intensifying competition in search and advertising, and doubts about its positioning in AI.
Fast-forward to today: the stock is leading its tech peers and hitting fresh all-time highs. What changed? Those former obstacles have become powerful catalysts and tailwinds.
AI Cloud Leadership Takes Center Stage
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Alphabet has emerged as a critical infrastructure provider for AI. After relying almost exclusively on Microsoft Azure, OpenAI quietly expanded its compute framework to include Google Cloud. That deal places Google alongside Microsoft, Oracle and CoreWeave in OpenAI's AI stack.
This partnership was more than strategic—it was essential. Just months earlier, OpenAI was facing compute constraints. By opening its cloud services, Alphabet transformed from a potential AI laggard into a vital backbone of AI innovation.
Technical Breakout Signals Momentum
Technically, GOOGL's chart shows a clear breakout. After a sluggish start, the stock has gained momentum and, in recent weeks, has displayed notable relative strength, rallying more than 23% this quarter and nearly 12% year-to-date. It recently closed at an all-time high of $211.64.
This performance sets Alphabet apart from its peers, reaffirming its role as a market leader. However, investors are watching for a controlled uptrend rather than a short-term blow-off top. Holding above the key $200 pivot—anchored by the 20-day Simple Moving Average (SMA)—will be crucial to sustaining the rally.
Relative outperformance versus other Magnificent Seven names will indicate whether GOOGL can maintain its leadership across the technology sector.
Antitrust Overhang Could Shake Things Up
Alphabet is navigating the final chapter of a high-profile antitrust case. In 2024, Judge Amit Mehta ruled that Google had monopolized the search market, prompting debates over remedies—from divesting Chrome to limiting default search deals on devices.
A remedies ruling is expected soon, possibly this week. Analysts at BMO Capital caution that GOOGL could swing as much as 10%, depending on the outcome.
Prediction markets, including Kalshi, currently assign only a 22% probability that Google will be forced to break up this year, suggesting investors see less drastic changes ahead.
Outlook: Cautious Optimism
Alphabet's revival rests on solid fundamentals: scaling AI infrastructure, delivering operational momentum and an impressive Q2 beat, and clearing critical technical levels. Yet regulatory risk remains a key wildcard.
If GOOGL holds above $200, outperforms its peers and continues executing on AI infrastructure, it should be well positioned to sustain its leadership into year-end.
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