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🎯🔥Why Google Could Ultimately Outgrow Nvidia: TPU Model Leadership, AGI Depth, and a Much Larger TAM
No matter how convincingly Jensen Huang presents Nvidia’s GPU roadmap—and yes, $NVDA remains the industry’s compute backbone—there’s a fundamental strategic reality investors cannot dismiss:
If Google trains the world’s best models on TPUs and dominates AI application layers, the long-term upside of $GOOG could surpass $NVDA by a wide margin.
Because the real battle is not about hardware eleganc...
No matter how convincingly Jensen Huang presents Nvidia’s GPU roadmap—and yes, $NVDA remains the industry’s compute backbone—there’s a fundamental strategic reality investors cannot dismiss:
If Google trains the world’s best models on TPUs and dominates AI application layers, the long-term upside of $GOOG could surpass $NVDA by a wide margin.
Because the real battle is not about hardware eleganc...
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$NVIDIA (NVDA.US)$ Leading global AI chip company Nvidia recently disclosed that over 50% of its quarterly revenue continues to come from large cloud service providers (CSPs). Company executives revealed that most large model developers still procure their computing products indirectly through cloud vendors, demonstrating the strong sustainability of this business model.
Nvidia's Chief Financial Officer Colette Kress pointed out: "Hyperscale cloud providers procure computing resources for their ...
Nvidia's Chief Financial Officer Colette Kress pointed out: "Hyperscale cloud providers procure computing resources for their ...
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$NVIDIA (NVDA.US)$
Finally can eat some good food tomorrow, no need eat grass liaooo
Wish you guys all the best, huat together, gud night and TGIF
Finally can eat some good food tomorrow, no need eat grass liaooo
Wish you guys all the best, huat together, gud night and TGIF
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🛡️War Room Battlefield Briefing ⚔️ SPY & NVDA Gamma Warfare: The Breakout vs. The Siege
December 5, 2025 | 10:15 AM ET
The Roman Sun Tzu Method™
© 2025 Robert M. Musella. All rights reserved.
SPY Terrain: The Bullish Offensive
Current Position: 688.10 | Status: Offensive Engaged
Critical Gamma Pivot: 687.75 - 688.00 (Gamma Flip Line)
Primary Objective (Resistance Fortress): 690.00 - 690.50
Massive Call Wall and negative gamma identified. This is a Gamma Cliff where dealer buying pressure abate...
December 5, 2025 | 10:15 AM ET
The Roman Sun Tzu Method™
© 2025 Robert M. Musella. All rights reserved.
SPY Terrain: The Bullish Offensive
Current Position: 688.10 | Status: Offensive Engaged
Critical Gamma Pivot: 687.75 - 688.00 (Gamma Flip Line)
Primary Objective (Resistance Fortress): 690.00 - 690.50
Massive Call Wall and negative gamma identified. This is a Gamma Cliff where dealer buying pressure abate...
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Trading in borrowed $SoFi Technologies (SOFI.US)$ shares that were sold short edged higher Thursday, before the company announced a public offering of almost 55 million shares, sending the stock tumbling Friday.
Shares slumped more than 8% to $27.21 in the first half hour of trading Friday after the company said it plans to raise $1.5 billion from the offering. It also said it has granted the underwriters a ...
Shares slumped more than 8% to $27.21 in the first half hour of trading Friday after the company said it plans to raise $1.5 billion from the offering. It also said it has granted the underwriters a ...
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$Synopsys (SNPS.US)$ has risen some 20% over the past roughly two weeks in part on word that $NVIDIA (NVDA.US)$ has invested $2 billion in the chip-engineering-solutions firm. Let's see what Synopsis' chart and fundamentals show in the deal's wake and ahead of SNPS's earnings report due out next week.
Synopsis' Fundamental Analysis
The news broke Monday that AI chip giant Nvidia had bought $2 billion of SNPS common stock at a $414.79 a...
Synopsis' Fundamental Analysis
The news broke Monday that AI chip giant Nvidia had bought $2 billion of SNPS common stock at a $414.79 a...
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$NVIDIA (NVDA.US)$ 182-184 grass chart now, sold my PUTs at the bottom, next week (Week 50) is historically a sell week, good luck everyone cya next week
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