$NVIDIA(NVDA)$ AI Performance: It delivers up to 275 TOPS (Trillion Operations Per Second) of AI performance, which is more than 8 times the performance of the previous generation Nvidia Jetson AGX Xavier.
$Alphabet(GOOG)$ There's much to like about Google. Just look at where it's heading. Isomorphic Labs, Waymo, robotics, Gemini, quantum computing, interest in SpaceX, Anthropic, Nano Banana, YouTube, and many more initiatives.
$Alphabet(GOOG)$ I think if you're paying attention, Anthropic and Google are going to disrupt many areas. Anthropic for enterprises and Google for consumers. Google is only just getting started.
China's continued desire for the H200 tends to indicate $NVIDIA(NVDA)$ 's standing against their best chips. The additional revenue is merely cream on top.
$Alphabet(GOOG)$ I do not understand why investing in the future is perceived negatively. AI represents the future regardless of preference. Analysts focus on investment returns, but consider the consequences if $Alphabet(GOOGL)$ does not invest and falls behind competitors.
Yeah, this price action has nothing to do with $NVIDIA(NVDA)$ or any other stocks. It's all geopolitical. Hold tight, my friends... good times will come.