Dec. 9 at 11:17 AM
$GOOGL vs
$NVDA: not GPUs vs TPUs-it's cash vs capex.
This breakdown stacks revenue growth, operating income, forward valuation (PE / EV/EBITDA), infra spend vs data-center revenue, R&D as % of sales, total return, and risk (beta, D/E).
Takeaway: NVDA = picks-and-shovels for the Al buildout.
GOOGL = hyperscaler demand + cash engine. Watch
margins, capex intensity, and unit economics across cycles.
Save for your watchlist.
If you had to overweight one for the next 12-18 months, which and why?