AI momentum continues to domin-To The Moon - Tiger Brokers Online Investing Community - To The Moon

AI momentum continues to dominate Wall Street as NVDA surged to another all-time high, fueled by strong demand for AI infrastructure and inference chips. Investor optimism also grew after Cerebras’ explosive IPO debut, reinforcing confidence that the AI boom is still in its early stages.

With earnings approaching, traders are split between locking in profits or positioning for another breakout. The $235 level remains a key resistance zone, while bullish sentiment continues to build around the possibility of Nvidia pushing toward the $250 milestone if results and guidance exceed expectations.

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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