Westango

    • WestangoWestango
      ·04-27 11:52
      Sgp listed food companies 
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    • WestangoWestango
      ·04-26
      Amz results trade prediction 
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    • WestangoWestango
      ·04-26
      Google results trade prediction 
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    • WestangoWestango
      ·04-14
      Avav drone market opportunity 
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    • WestangoWestango
      ·04-08
      Meta builds up VR via Collab 
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      ·03-18
      Amz potential 
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    • WestangoWestango
      ·01-24
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    • WestangoWestango
      ·01-14
      Google space
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    • WestangoWestango
      ·01-09
      Google @GTSR  
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    • WestangoWestango
      ·2025-11-25
      Google 

      Is GOOG's TPU Mania The Second "Deekseek Moment"?

      @Maverick Options
      Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. $Alphabet(GOOGL)$ / $Alphabet(GOOG)$ shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru
      Is GOOG's TPU Mania The Second "Deekseek Moment"?
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