GOOGL has good P/E, was the company that introduced the architecture that accelerated AI development (transformer architecture, aka the “T” of GPT), is a leader in foundation model development (AI), has the capacity to develop their own processors (TPUs) so they’re not burning cash like OpenAI, will likely be able to sell those processors, has a number of other impressive revenue streams, and isn’t caught up in the commingling cluster fuck if investment vs sales like the Oracle/NVDA/MSFT/OpenAI shenanigans. The market is just slow to adjust, because retail and much of Wall Street get caught up in growth stocks as opposed to value stocks. Is NVDA still a strong contender? Oh yeah, but wallstreetbets is about six months behind the curve 

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Dr. Michael Burry posted his apprehension on the accounting. And also today afternoon he has again published another note. Here is the link: https://substack.com/@michaeljburry/note/c-180823107

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Anyone other than MichaeI Burry also worried about GPU/TPU depreciation? >In this video, VP and GM of AI and Infrastructure at Google says: >**Google's 7 and 8 years old TPUs are still seeing 100% utilization** Source: [https://www.youtube.com/watch?v=OsLRf6r5U9E&t=240s](https://www.youtube.com/watch?v=OsLRf6r5U9E&t=240s)

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I remember just a few months ago, [people on reddit](https://www.reddit.com/r/stocks/comments/1hudvgj/thoughts_on_rumor_that_googles_pichai_is_expected/) and in investment media like CNBC wanted the CEO Sundar Pichai fired from Google because they had fallen behind ChatGPT... How tables have turned today!!! I was heavily buying Google stock then. None of these Wall Street analysts setting up price targets know jack sh!t. Do your own deep research before investing

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Google is now almost the same size as Nvidia — around $4 T vs $4.4 T — so their weightings could start to balance each other out.

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Looks down at the GOOG class C shareholders from my GOOGL class A box seats.

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That's why Nvidia needs to redirect the hype away from LLM and into Robotics Training. Robotics Training phrase hardware (core micro-architecture) isn't available on TPUs yet. [https://www.youtube.com/watch?v=k838sgdu0IA&t=5845s](https://www.youtube.com/watch?v=k838sgdu0IA&t=5845s) # 2025 Hon Hai Tech Day: Opening Program https://preview.redd.it/82it6jw7wa3g1.png?width=2236&format=png&auto=webp&s=9068c9395cefcf5781a462d8760a410f2fcbf8dd

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Who is worried about GPU/TPU depreciation? >In this video, VP and GM of AI and Infrastructure at Google says: **Google's 7 and 8 years old TPUs are still seeing 100% utilization** Source: [https://www.youtube.com/watch?v=OsLRf6r5U9E&t=240s](https://www.youtube.com/watch?v=OsLRf6r5U9E&t=240s)

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Goog first to 10 T

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i just applied to like 7 different postions at NVDA in teh eenginering department ranging form full stack hpc to quantum engineering plz pleez jensen huang hire me senpai uwu i c so many open position i will go any potions u ask plz huang i surrender, im ready to work any dumpster slot position needed

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