Alphabet asks shareholders to foot an $80 billion bill for AI expansion
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Alphabet is raising $80 billion in equity to fund its AI infrastructure buildout, with Berkshire Hathaway participating as a buyer at a discount — a signal of strategic confidence from Buffett's successor Greg Abel. The large dilutive offering is pressuring GOOGL shares today, but Berkshire's involvement sets up a classic 'overhang trades off, quality buyer provides floor' dynamic.
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↑ LONG+8% target-5% stop4-6 weeks post-offering close
Fade the GOOGL offering-day weakness and go long into the 4-6 week post-dilution hangover resolution, with Berkshire's discount entry as the floor signal.