GOOGL Alphabet Inc Class A

$GOOGL $GOOG This is why we bought the Google bottom rather than catching a falling Nvidia knife.

$GOOGL $GOOG Alphabet’s TPU business looks well-positioned to capture incremental demand while Nvidia works through its leadership transition.

Morgan Stanley: $GOOGL TPUs are expected to acct for 35% of global demand, slightly below$NVDA 36%, w/ the 2 companies combined reaching 71%. $AMD is projected to hold 16% & $AMZN AWS 5% $AVGO --- Note: Inference will continue to take share from training (inevitable), and NVIDIA’s premium will compress as TPUs keep getting better — especially inevitable now that Jensen is gone

$GOOGL $GOOG Yolanda wants Google to go up to $450 by end of year. Yolanda is almost never wrong other than when she is.

$GOOGL this is about to absorb portions of NVDA’s market share. The fact that it’s not just Jensen having affairs and that it’s the White House crime organization (Howard Nutlick & Trump) knowingly selling chips to China, and taking back door cuts, to keep the $NVDA circular Ponzi scheme running (as exposed by Michael Burry), could cause AI companies to look to TPUs because the tech is not compromised and in the hands of our main enemy. An enemy of which is looking to undercut all American AI LLMs with a cheaper better LLM from China. Google all the way friends! $QQQ $SPY $DIA

$GOOGL This is like 50th attempt to break 296s. At this rate Leonardo DiCaprio will change 20 GF before GOOGL breaks 300.

$GOOGL $GOOG How much of this move is tied to the fact that the new Antrophic model doesn’t appear to be better than Gemini Carbon? Seems to be the first time in a long time that Ant/OAI didn’t quickly leapfrog a new release of Gemini. Add on top of that, Google seems to be shipping new models at a blistering pace. Are people coming around to the fact that maybe it’s a 3-horse race now? And Google may be the strongest horse?

$GOOGL $GOOG Alphabet is one of the clearer potential beneficiaries if Nvidia’s problems linger or intensify.

$GOOGL I added some leaps and another 100 shares bringing my avg up from my prior buys since 2022 but still grateful I got this dip!!!

$GOOGL I don't think the markets realize Google is now the 2nd best ai lab, 2 weeks ago they weren't even on the leaderboard

If we exclude the (NVDA and AMD) GPUs and only look at the custom accelerators: ■ $GOOGL TPU at 46.0% to 64.8% share ■ $AMZN AWS Trainium/Inferentia at ~30.7% ■ $MSFT Maia at ~12.8% ■ $Meta MTIA at ~9.2 $NVDA

$GOOGL they will talk about google and amazon all week next week into Anthropic, and googl is still $100 from highs amazon is at highs $SPY

$GOOGL $AVGO $AMD Vwap earlier Google: at 292. Now at 300$ Avgo: at 351. Now at 369$ AMD at 566. Now at 592

$GOOGL $300 C for Friday. We printing or chopping? This bad boy is struggling with that gap. When she goes it will be beautiful

$GOOGL from quick pop to sell off to $0 gain...omg, even machines are working hard after hours

even $GOOGL pumping for nvda fiasco so all big boys hated nvda ? it is insane $AVGO $AMD overpumper for no reason

$GOOGL idiot. Considering where this has been and all the volatility in the market we have been averaging higher every day. Geeeez.

$GOOGL compared to $MSFT infrastructure constantly buckling under "elevated load," it feels infinitely more solid.

$GOOGL 302.56 day high. I get it. Algo repricing jensons shlong short. Nvda gonna loose its pricing leverage and googles tpus, and googl into stratosphere. More fcfs, more customers, all rosey and dosy. I trully get it. I disagree. Bull trap. I smell too much bear around. Dems won and everything shot up. To reprice after. Market behaving like all is cool and Jenson wasnt what he was. Even nvda recovered 10%. Good luck to market. Lets see what next few days hold. Gl all. PS There is no way in the world tutes are "loading da cheapies" at 3.7 tril mcap with all the turmoil thats about to hit the fan. No way. Low vol is your tell tale even if you dont understand anything else. Adding bearish tag for short term (<3m) price performance from here.

$GOOGL $GOOG even with nvidia going down, we are the cheapest Mag7. The Jensen thing is so bizarre. This happens after democrats control Congress…is it a coincidence?