Warren Buffett Bought Alphabet Stock Last Year. He Might Buy This Megacap Stock Next, Says a Wall Street Expert.

The article argues that Warren Buffett’s prior Alphabet purchase may signal further interest in megacap growth stocks, with Netflix highlighted as the most likely next candidate. The thesis is that Netflix fits Buffett’s style: strong brand loyalty, a durable competitive moat, and a valuation that now looks reasonable after a 41% pullback from its high. The piece points to Netflix’s Q2 results as evidence of resilience: revenue rose 13% to $12.5 billion, net income increased 11%, and management guided for 13% to 14% full-year revenue growth. It also notes Wall Street expects earnings to grow about 20% annually over the next three years, while analysts see roughly 25% upside from current levels. Overall, the market takeaway is bullish on GOOG as a reference point for Buffett’s tech willingness, and constructive on NFLX as a potentially undervalued megacap growth stock that Berkshire could buy next.