*Google Stays Strong Amid Chip-To The Moon - Tiger Brokers Online Investing Community - To The Moon

*Google Stays Strong Amid Chip Carnage: New AI Safe Haven?*

While chip stocks like Micron fell on order-cut fears, Google/Alphabet stayed stable. Why? Google doesn’t just sell chips - it sells AI services: Search, Cloud, YouTube ads.

*Example*: If NVIDIA drops 10% due to fear, Google might drop 2% because investors trust its AI profits are already flowing in.

Buffett’s $10B bet on AI software over chip hardware shows this idea: buy the “picks and shovels users”, not just the “shovel makers”.

Less risky in chip cycles, but still not “safe”. No stock is.

Google Stays Strong Amid Chip Carnage; Buffett's $10B Bet: New AI Safe Haven?

Alphabet slipped just 0.95% on Friday, making it the most resilient mega-cap tech name during the semiconductor rout. Berkshire Hathaway was reportedly disclosed as having built an approximately $10 billion position in Google, while Alphabet's in-house AI chips (TPUs) reduce its dependence on NVIDIA — leading markets to treat the stock as a safe haven amid AI hardware deleveraging. The combination of cash flow, proprietary silicon, and cloud scale is drawing capital rotating out of crowded AI hardware trades. As money exits AI hardware, will you rotate into Google?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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