Ives Robbins
03-14

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ To be clear. There is no way I'd buy Google stock right now.

They are a monster, yes, but we've seen monsters get slain for a century now.

It always happens eventually.

And this is exactly the disruption that could smash Google, or at least diminish them enough.

Google now has 70% of compute power from custom in-house manufactured chips.

Aside from $Amazon.com(AMZN)$ , all other Mag-7 companies are very reliant on $NVIDIA(NVDA)$ .

Google are way ahead in this race.

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  • IceWalker
    ·03-14
    Great article, would you like to share it?
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  • Brando741319
    ·03-14
    Good
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