Alphabet is a buy due to its significant, unpriced stakes in private tech companies like SpaceX and Anthropic, akin to a tech Berkshire Hathaway.
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Alphabet: The Secret SpaceX and AI Portfolio
Jun 2, 2026
Alphabet is presented as a tech-focused Berkshire Hathaway, holding significant stakes in private companies like SpaceX and Anthropic, alongside public holdings. The creator highlights that these valuable private assets are not factored into Alphabet's current share price, effectively offering them for free to investors.
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