To The Moon

$NVIDIA(NVDA)$ aBuckle up, traders – Nvidia's empire just took a savage hit, plunging 6% in pre-market chaos on November 25, 2025, after bombshell reports of Google inking a multi-billion TPU deal with Meta. That's right: Alphabet's flexing its cloud muscle, shipping custom TPUs straight to Meta's data centers starting 2026, potentially siphoning billions from Nvidia's AI chip throne. NVDA shares cratered from $145 highs to $136 lows in hours, while AMD dipped 4% in sympathy and Google popped 2.7%. But is this the Cisco 2.0 bubble burst Big Short's Michael Burry is screaming about – or a screaming buy as demand explodes? With AI capex hitting $1T+ projections and hyperscalers like OpenAI eyeing alternatives, we're dissecting the meltdown, market share wars, and prime entry zones. Emojis aside, this could redefine the trillion-dollar chip race – let's dive deep. 😎🔥

The TPU Onslaught: Google's Direct Assault on Nvidia's Fortress 🏰💣

$Alphabet(GOOG)$ Google's not just renting TPUs anymore – they're selling the hardware outright via TPU@Premises, letting Meta bypass Nvidia's GPUs for training and inference. Reports peg the deal at $10B+, backed by Meta's capex commitments, solving Google's supply woes while locking in future TSMC wafers. This echoes Burry's November 24 Substack rant: "Nvidia is the Cisco of this AI boom – overinvestment leads to glorious folly." Cisco dominated dot-com, peaking at $80 in 2000 before crashing 89% as demand imploded. Nvidia's $3.5T valuation? Burry warns it's inflated on AI hype, with capex surges (up 200% YoY) mirroring the 1990s buildout that left fiber optics rotting.

But demand's no illusion: Data center revenue hit $35B last quarter (up 154% YoY), with Blackwell delays cleared and Rubin looming. Meta's shift? Just 10-15% of spend, per insiders, as they hedge Nvidia's pricing power. Yet, if Anthropic and OpenAI follow (both in TPU talks), Nvidia's 80%+ market share erodes fast. Stock reaction: -6% to $136 pre-market, erasing $200B cap. AMD feels the heat too, down 4% on broader alternative fears. This isn't isolated – it's the demand-side shock we've warned about, forcing a full AI ecosystem repricing. 📉🛡️

Four Savage Takeaways Rocking the Chip Wars Right Now 🔥🧠

1. Google's TPU Blitz: Real Threat or Hype Mirage? 💪🤔 TPUs crush on efficiency: 20-30% lower power, 15-25% cost savings per token, per benchmarks. Meta's eyeing 200K+ units annually, leveraging Google's PyTorch compatibility to ditch CUDA lock-in. Burry's Cisco parallel hits hard – both were "picks and shovels" in booms, but oversupply tanked Cisco post-2000. Nvidia counters with unmatched software ecosystem and Blackwell's 30x inference edge, but if TPUs snag 10% market (Google's goal), NVDA revenue risks $20B+ hit by 2027. Startups like Groq? Locked out of wafers, playing scraps.

2. Burry's Bubble Bomb: Nvidia's Cisco Fate or Overblown Panic? 🫧😱 Burry's fresh Substack (launched Nov 24) dubs AI a "three-year surge" before glut, likening Nvidia to Cisco's 89% wipeout. Historical echo: Cisco's P/E hit 200x in 2000; Nvidia's at 50x forward today, but AI spend could balloon to $1.5T by 2027 before normalizing. Bears scream overinvestment – hyperscalers like Meta building 100GW+ centers, but utilization lags at 30%. Bulls fire back: AI's no dot-com; it's transformative, with earnings growth (15%+ YoY) backing valuations. If demand holds (OpenAI's $34B TSMC spend), Nvidia weathers the storm.

3. Market Share Mayhem: Erosion Ahead or Demand Tsunami? 🌊⚔️ Nvidia's 88% AI chip dominance? Under siege as Google, AMD, and Intel ramp alternatives. Meta's TPU pivot signals cost wars – Gemini 2.5 undercuts GPT-5 by 70% on tokens, thanks to TPU perf-per-watt. But demand's exploding: $500B AI capex in 2025 alone, per Dell'Oro. If Nvidia ships 1M+ Blackwells (up from 500K Hoppers), revenue tops $200B. Risk: If 20% shifts to TPUs/Etched ASICs, margins compress 5-10%. Watch Q4 earnings Dec 3 – guidance above $40B crushes shorts.

4. Entry Price Warfare: Dip Buy Heaven or Value Trap Hell? 🤑📉 NVDA's YTD +180%, but 6% drop opens doors. Burry shorts at $140+? Contrarians eye $120-130 as golden – RSI at 45 (oversold), below 50-day MA but above 200-day. If December Fed cut (75% odds) juices liquidity, rebound to $150 fast. Bears target $100 if bubble pops like Cisco's $5 nadir. Smart money: Accumulate sub-$130, hedge with puts.

Nvidia Stock Meltdown Snapshot – November 25, 2025 📅💹

Bull Rampage: Why Nvidia's Dip Screams Buy 🐂💰

• AI demand unbreakable: $1T capex wave, Blackwell sold out through 2026.

• Ecosystem moat: CUDA + NVLink unbeatable for scale; TPUs niche for now.

• Earnings firepower: Q3 $35B rev (154% YoY), margins 55%+.

• Fed tailwind: December cut eases costs, boosts hyperscaler spend.

• Valuation reset: 40x forward P/E vs Cisco's 200x – room to run.

Bear Onslaught: Bubble Burst Risks Lurking 🐻⛔

• TPU invasion: Meta's shift diverts 10-20% capex, eroding pricing power.

• Burry's prophecy: AI glut like dot-com, Nvidia crashes 50%+.

• Competition crush: AMD MI400, Intel Gaudi3 undercut on price/perf.

• Tariff terror: Trump policies spike costs, slow global AI buildout.

• Overhype unwind: If utilization stalls at 30%, capex cuts hammer rev.

Strategic Plays: Entry Zones and Trade Tactics 🎯

🛡️ Dip hunters: Load at $125-130 (200-day MA support), target $160 rebound. Shorts: Fade rallies above $140, eye $110 if earnings miss. Options: Straddles for Dec 3 volatility (IV at 55%). Long-term: Hold core; add on weakness – AI's no bubble, it's the future.

The Brutal Verdict: Massive Buy Alert – Nvidia's No Cisco, Grab Sub-$130 Now! 🎯😤 This TPU tremor shakes but doesn't shatter Nvidia's throne – demand's a juggernaut, and dips like today's 6% are gifts. Burry's bubble call? Overplayed; AI's structural, not speculative. Entry sweet spot: $120-130 for aggressive adds, with $100 as Armageddon buy. Meta's hedge is noise; Nvidia's ecosystem wins the war. Stack those shares – the rebound's loading! 💪🤑

📢 Like, repost, and follow for daily updates on market trends and stock insights.

📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

📌@Daily_Discussion @Tiger_comments @TigerStars @TigerEvents @TigerWire @CaptainTiger @MillionaireTiger