🎁What the Tigers Say | Google Leads the Mag 7, Buffett Bought In — Would You?
$Alphabet(GOOGL)$ jumped nearly 6% on Wednesday to a record US$301.2, lifting its market cap to US$3.63 trillion and boosting the Nasdaq by 249 points. So far in 2025, the stock is up 56%, making it the best performer among the Magnificent 7 and far ahead of the Nasdaq 100.
The rally also comes with a rare vote of confidence from Warren Buffett — Berkshire’s latest 13F shows a new Q3 position in Alphabet, now one of its top 10 holdings.
Analysts note that sentiment toward Google has shifted quickly: once doubted in AI, it’s now viewed as a potential full-stack AI leader, with Gemini 3 further strengthening that narrative.
With Google hitting new highs and AI momentum accelerating, the question investors are asking is:
👉 “Is Google still a buy? Would you invest in it the way Buffett just did?”
This week, we’ve selected insights from — @Ryan_Z0528 @xc__ @nerdbull1669 @koolgal here’s what they have to say about the post-shutdown market outlook and potential opportunities.
🎁Special Notes: Whoever showed up on the “What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.
1. @Ryan_Z0528 Google's TPU Checkmate: How Gemini 3 & Buffett's $4.3B Bet Set Up the $5T Path
Key points:
Core Market Drivers: The Perfect Storm
1. Gemini 3 Pro topped the LMArena leaderboard. This isn't just a model update—it's a declaration of AI supremacy against OpenAI.
2. Berkshire Hathaway dropped a $4.3 billion bombshell. Not only did Buffett buy $Alphabet(GOOG)$ in Q3, but he made it a top 10 holding for the first time ever. This could be his final major investment before retirement, and the ultimate stamp of approval.
3. The TPU Gambit. Gemini 3 didn't just outperform—it did so on Google's own Tensor Processing Units, not NVIDIA chips. After 1.5 years of Street doubt, Google just revealed its stealth weapon: a full-stack AI empire where it controls the silicon, the software, and the monetization. $NVIDIA(NVDA)$
Unreal turn of events. The Street doubted them, but Google kept telling us: their AI efforts were rooted in investments made a decade ago.
2. @xc__ 🔥 Alphabet (GOOGL) Just HUMILIATED the Magnificent 7 – Up 54% YTD and Still Wearing the Crown! 👑🚀
Key points:
What fueled Google’s insane run?
Gemini 3 AI launch sent the stock into orbit 🌌
Warren Buffett quietly revealed a $4B stake – the Oracle still trusts Sundar! 🧙♂️
Ad revenue + YouTube Shorts + Cloud = unstoppable cash machine 💰
Moral of the story? In 2025, betting on AI that actually makes money (not just memes) is paying off BIG TIME. Alphabet isn’t just surviving the AI war… it’s winning it. 🏆
3. @nerdbull1669 Why Google (GOOGL) Could Snatch AI Crown In Late 2025
Key points:
Will Alphabet become “King of the Year”?
Pros: Alphabet has scale, massive user base, and synergy across Search/YouTube/Android/Cloud. Gemini 3 gives them a plausible seasonal leap in AI capability and differentiation.
Risks: Execution matters — it’s one thing to announce the model, another to monetize meaningfully, integrate across products, fend off privacy/regulation issues, and maintain differentiation.
I would think so — there is a genuine upside case that Alphabet could be the standout for 2026 (if the rollout is strong). But “king” status is far from assured.
Alphabet has real potential to “be the king” in 2026 if Gemini 3 Pro rollout goes well, but this is high risk/high reward.
4. @koolgal What Institutional Moves In Tech Mean For Investors
Key points:
The bull case for Google :
Strong fundamentals : Google's core search and advertising businesses are highly profitable and generate substantial cash flow to fund its long term AI initiatives.
AI benefits : Google is actively integrating AI into its ecosystem, enhancing and targeting user engagement across platforms like Search, YouTube and its Cloud services.
Attractive valuation : Despite its strong performance, some analysts view Google as relatively undervalued compared to its tech peers, even with substantial capital expenditure.
The risks to consider :
Regulatory uncertainty : Google continues to face regulatory scrutiny and antitrust lawsuits which could impact its business.
Execution risk: While investing heavily in AI, there is no guarantee that these investments will deliver the anticipated returns, potentially pressuring profit margins.
Competition : Competition from rivals like $Microsoft(MSFT)$ Bullish/看多 in AI enhanced search and other players in Cloud computing remains a factor to watch out for.
My approach is to evaluate a company's fundamentals, understand its long term strategy and align it with my personal risk tolerance, rather than simply following the moves of large institutions
Questions for you:
Do you think Alphabet’s AI momentum can sustain its outperformance into 2026?
Would you follow Buffett’s move and add Google at all-time highs? Why or why not?
Do you see Gemini 3 as a true competitive moat, or just another AI hype cycle?
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24 Nov. (24pm EDT)
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Would I buy it at all-time highs like Buffett? Personally, I’d be more patient. I wouldn’t chase here, but I also wouldn’t ignore the long-term story. If the market dips or sentiment cools, I’d consider adding gradually since Google still has strong cash flow and remains reasonably valued versus peers.
As for Gemini 3 being a moat, it’s a solid advantage but not guaranteed yet. The real test is execution — can Google turn model leadership into product impact, ad efficiency, and Cloud growth? If yes, Gemini becomes a true moat; if not, it may just be another short AI hype wave.
@TigerClub @TigerStars @Tiger_comments
I think it would be ok to add google, as there will be more growth to come. Hopefully the regulatory actions do not affect it, but I think the rich people know that they can indirectly induce the resident of the white house to let them off the hook, so that might not be a real hurdle.
Gemini would likely be one of the many similar AI models, there really is so much more that can be achieved with AI (applying for science, mathematics, engineering purposes), and this consumer facing model that guzzles water for cooling and power for generating users requests, is simply not good enough.
(1) Analysts are largely bullish & raised their price targets on the strength of Google Cloud and its core search business integrating AI. Some have upgraded it to "Strong Buy" and expect further gains in the next quarter
(2) Strong performance and future potential with it being up ytd and outperforming the S&P 500 over past 10 years.
(3) AI adaptation and valuation drivers make the valuation compelling
(4) Dominant market position & great moat.
just ask ourselves... can you stop using Google? Basically most of the people use Google search engine and clouds...
In the world, we cannot stop Google from getting bigger and bigger.