The market, it seems, has a nervous twitch. Anthropic rolled out a new toy for its Claude language model, a bit of business polish, and suddenly, everything rattled. Like a cheap suit in a hurricane. Anthropic itself isn’t handing out dividends yet, of course. It’s still building castles in the silicon. But the ripples reached out, and a few solid names took a tumble. Mostly software peddlers, the usual suspects. But one name caught my eye, a name with a history of returning value to those who wait.
Claude Cowork, with its industry-specific plugins, spooked the SaaS crowd – Salesforce, Intuit, Atlassian. Investors figured, why pay a fortune for streamlining when a machine might do it for peanuts? A reasonable fear, in a world obsessed with cutting corners. But the sell-off spread, snagging a name that didn’t quite fit. Alphabet. Google. A 6% drop. A slight cough for a giant, but a cough nonetheless.
Google, you see, doesn’t just sell software. It is the software, woven into the fabric of the digital world. It has Gemini, its own language model, a contender that’s been quietly gaining ground. Gemini 3, they call it. A step up, they claim. I’ve seen enough tech promises to take that with a grain of salt, but the uptick in paid subscribers, the ones defecting from the competition, that’s a signal. A flicker in the darkness. The worry now is Claude might steal those subscribers, but that’s a short-term tremor. The real story is long-term value.
The Smart Money Speaks
Warren Buffett, the old fox, doesn’t chase shiny objects. He hunts for yield. Berkshire Hathaway finally took a position in Alphabet. First time ever. That’s not a coincidence. It’s a statement. And Cathie Wood, a more excitable breed, jumped in with both feet, scooping up $21.6 million worth of Alphabet shares. She even added to her ARK Space & Defense Innovation ETF and the flagship ARK Innovation ETF. A bit flashy, perhaps, but she sees the same thing I do: a temporary discount on a solid asset.
The market panics. It always does. It’s a herd of skittish animals. But a dividend hunter doesn’t follow the herd. He waits for the dust to settle, for the price to dip, and then he buys. Alphabet isn’t just a tech company. It’s a cash-generating machine. It has a fortress balance sheet. And it’s starting to pay a dividend. A small one, granted, but a start. A promise of more to come. This isn’t about chasing the next hot thing. It’s about building a portfolio that will weather any storm. And right now, Alphabet is looking like a very good place to start.
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2026-02-15 08:05