Nov. 26 at 5:12 PM
$GOOGL 325 supports.... like a bedrock, ... soon. Better than Chatgpt and better than
$NVDA all rolled into one. Software profitable LLM vs competitors, Anthropic= cash flow negative, OpenAI = cash flow negative, Grok =cash flow negative, Perplexity is cash flow negative ...
$META LLM is open source= hemorraging money in AI trying to make it work for it's business model beyond a social media platform etc... +
Hardware Chip Multiples are baking into
$GOOGL. Compare to
$NVDA PE of 44.61 or
$AVGO PE of 100.5
Don't get left behind. The palm and nokia people got burned by
$AAPL.
$NVDA maxis are the new Palm and Nokia people.
$NVDA isn't the only game in town now.
$META is ALREADY USING GOOGLE TPU's. This latest rumor is that he needs to LOAD MORE ON TPU's , NOT** LOAD MORE ON
$NVDA ; ) See link below: 6yr 10 Bil deal in August with Google. ; ) This new leaked discussions simply means Zuck needs to add to already a working order and relationship with
$GOOGL
https://www.cnbc.com/2025/08/21/google-scores-six-year-meta-cloud-deal-worth-over-10-billion.html#:~:text=Google%20won%20a%20
$10%20billion,demand%20for%20artificial%20intelligence%20workloads.
