Cash Is King: Why Microsoft, Google, and Berkshire Hathaway Deserve Your Attention in 2026

💰 The Power of Cash in an Era of Rapid Change

In the AI era, technology evolves at lightning speed. Today's innovation could be obsolete tomorrow. In such an uncertain environment, what's the most powerful weapon?

Cash.

Companies with massive cash reserves can:

🏗️ Make enormous infrastructure investments
🔬 Outspend competitors on R&D
🛒 Threatening competitor? Just acquire them

Today, let's look at three companies that best demonstrate the power of cash.

🏆 Berkshire Hathaway: Warren Buffett's Final Gift

Berkshire Hathaway is a special case. It's less a single company than an ETF in itself.

Berkshire by the Numbers

💵 Cash and cash equivalents: $382 billion (Q3 2025)
📈 Operating earnings: $13.5 billion (up 34% year-over-year)
📊 Outperforms the S&P 500, with defensive capabilities even in market downturns

Should You Worry About Warren Buffett's Retirement?

At the end of 2025, news of Warren Buffett's retirement worried many investors. But I actually see this as a positive.

Buffett himself said:

"I expect Berkshire's long-term prospects to be even better under Greg Abel's leadership, and I plan to keep my entire Berkshire stake."

Buffett is a smart man. If he thought Berkshire would decline after his departure, he would have sold his shares long ago. His decision to keep his stake is a strong vote of confidence in the company's future.

💻 Microsoft: The Majesty of $100 Billion in Cash

Microsoft is one of those companies I want to invest in forever. Let me explain why in five points.

5 Reasons to Invest in Microsoft

💪 Financial Strength
- Cash reserves over $100 billion
- Consistent dividend payments
- Active share buybacks
🔄 Recurring Revenue Machine
- Office 365, Teams subscription services
- Stable and predictable revenue structure
☁️ Cloud Dominance
- Azure powers businesses worldwide
- Maintaining continuous growth
🤖 AI Integration
- Partnership with OpenAI
- AI features embedded across products
🌐 Massive Ecosystem
- Gaming (Xbox, Activision Blizzard)
- Software (Windows, Office)
- Social (LinkedIn)
- Cloud (Azure)
- Risk diversification through multiple revenue streams

Point 5 is particularly important. Microsoft was already thriving before AI. AI is just a catalyst that will make this company even better.

🔍 Google (Alphabet): From Undervalued to Revalued

Google's stock surged this year. Great news for those who loaded up on Google last year and early this year.

Will ChatGPT Kill Google?

I get this question a lot, and the short answer is "No."

Reason 1: Search is bigger than AI chatbots

ChatGPT is a conversational tool
Google Search is the gateway to the entire internet
Links, shopping, maps, news, real-time info → ChatGPT can't replace these

Reason 2: Google owns AI too

Bard, Gemini
AI integrated into search and ads
The idea that "ChatGPT = AI, Google = outdated" is wrong

Reason 3: $200 billion in annual ad revenue

Even if ChatGPT changes some user behavior
Advertisers still spend on search, YouTube, and display networks

Reason 4: Massive ecosystem

Gmail, Maps, Android, Chrome
Users are locked into this ecosystem
One AI chatbot replacing Google is extremely difficult

Watch This: Waymo

Something people don't talk about enough: Waymo, Google's autonomous robotaxi business. When this goes mainstream? Google will soar again.

🛡️ Cybersecurity Essential: CrowdStrike

Having discussed AI and big tech, let's mention the guardian that protects them.

Why CrowdStrike?

📈 Structural Growth
- Businesses and governments migrating to cloud
- Hybrid work expansion
- Attack surface keeps expanding
💳 Subscription-Based Revenue
- Stable, recurring revenue
- Ongoing relationships, not one-time sales
🔒 High Switching Costs
- Replacing cybersecurity solutions is difficult and expensive
- Low customer churn rates
🔬 Continuous Innovation
- Cloud-native threat detection
- AI-powered security
- Global threat intelligence

Cybersecurity isn't a fad. As digitalization advances, this sector will continue to grow.

🎯 Key Summary

Company	Strength	Investment Point
Berkshire Hathaway	$382B cash	Stability, downside protection
Microsoft	Diversified ecosystem	AI + Cloud + Recurring revenue
Google	Search monopoly + Waymo	Ad revenue + Autonomous driving
CrowdStrike	Subscription model	Structural security demand

💡 Final Thoughts

Having lots of cash isn't just about having money. It means having the power to respond to an uncertain future.

Competitor emerges? Acquire them.
Need new technology? Develop it or buy it.
Recession hits? Survive it.

This is exactly why cash-rich companies are attractive for long-term investing.

Of course, all investments carry risk. This is not investment advice—always make decisions based on your own research.

Invest wisely! 🚀