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GOOG · Alphabet Inc. · Tenji

Internet Content & Information

GOOG

Alphabet Inc.

Date

Jun 30

News

GOOG Slump Masks Custom Silicon Moat; TPU Buildout Underpriced vs. NVDA

Alphabet's stock has slipped while investors miss the compounding value of its custom TPU silicon reducing reliance on expensive NVIDIA GPUs. As data-center buildout accelerates to 2028, TPU-driven margin expansion is unpriced. Long large-cap US-listed internet/cloud holding with vertically integrated AI silicon.

Good for ↑GOOGLGOOG

Apr 10

News

California Governor Race Chaos Drives Media-Dependent Dem Spending Surge Into 2024 Election Cycle

California governor race chaos forces fragmented Democratic primary spending across media platforms. Long streaming/digital media beneficiaries of political ad surge.

Good for ↑GOOGMETADIS

News

Black voter outreach arms Democratic primary; media spending & polling surge ahead

2028 Democratic primary spending on Black voter outreach drives ad revenue and data services; media and tech platforms benefit before general election noise.

Good for ↑GOOGMETACMCSA

AVGO

Bad for ↓NVDA

MarketWatch·Jun 30

The New York Times·Apr 11

The New York Times·Apr 10

Technology

Communications