🌟🌟🌟Does $Alphabet(GOOG)$ ha

🌟🌟🌟Does $Alphabet(GOOG)$ have a cavernous moat or is it a bottomless money pit? Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety.

However Google has its own custom Tensor Processing Units or TPU chips. While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters .

Google isn't throwing money into a bottomless pit. It is actually digging a deep canyon around its digital empire.

The smart investor would buy the dips driven by Capex hysteria. Google's infrastructure will print money for the next 2 decades.

@Tiger_comments @TigerStars @Tiger_SG @TBlive

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

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Comments

RitaClara
08-06 19:03
RitaClara
TPU is the whole point here. 13B a quarter looks scary now, but owning the stack beats renting Nvidia forever

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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/033bafd5331d5675a4e0cb94b6db9f42"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/033bafd5331d5675a4e0cb94b6db9f42"}],"title":"","html":"<html><head></head><body>🌟🌟🌟Does <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>have a cavernous moat or is it a bottomless money pit?&nbsp; Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety.\n\nHowever Google has its own custom Tensor Processing Units or TPU chips.&nbsp; While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters .\nGoogle isn't throwing money into a bottomless pit.&nbsp; It is actually digging a deep canyon around its digital empire.\nThe smart investor would buy the dips driven by Capex hysteria.&nbsp; Google's infrastructure will print money for the next 2 decades.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/4111216680846592\"> @TBlive </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/033bafd5331d5675a4e0cb94b6db9f42\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟Does <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>have a cavernous moat or is it a bottomless money pit?&nbsp; Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety.\n\nHowever Google has its own custom Tensor Processing Units or TPU chips.&nbsp; While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters .\nGoogle isn't throwing money into a bottomless pit.&nbsp; It is actually digging a deep canyon around its digital empire.\nThe smart investor would buy the dips driven by Capex hysteria.&nbsp; Google's infrastructure will print money for the next 2 decades.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/4111216680846592\"> @TBlive </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/033bafd5331d5675a4e0cb94b6db9f42\"></t-t></body></html>","text":"🌟🌟🌟Does $Alphabet(GOOG)$ have a cavernous moat or is it a bottomless money pit? 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