Analysis of GOOG Rally & Meta's Potential TPU Deal Impact on NVDA and META

On 2025-11-24, a Reddit discussion highlighted GOOG’s after-hours (AH) rise to $327 (~2% gain) following reports Meta is considering Google’s TPUs, with NVDA dropping ~2.05% AH [0]. Two days later, GOOG’s AH price was $320.28 (-1.04%), NVDA recovered to $180.26 (+1.37%), and META was $633.61 (-0.41%) [0]. GOOG has seen an 85.91% gain over 6 months (May-Nov 2025) [0], partially due to Gemini3’s positive reception. Reddit sentiment was bullish on GOOG and bearish on NVDA, but Seeking Alpha argued NVDA’s growth remains robust [1].

1. Unconfirmed TPU deal leads to volatile short-term prices for GOOG and NVDA.
2. GOOG’s rally is strong but faces overvaluation risks (P/E ratio:31.62 [0]).
3. NVDA’s market cap ($4.39T) is higher than GOOG’s ($3.87T), contradicting Reddit’s claim of GOOG surpassing NVDA by year-end [0].
4. FOMO sentiment for GOOG exists but requires caution due to potential sentiment reversal.

• Risks
  : GOOG overvaluation, NVDA’s competition from Google’s TPUs, unconfirmed deal reliability.
• Opportunities
  : GOOG’s AI growth (Gemini3), Meta’s cost savings if TPU deal is confirmed, NVDA’s robust growth trajectory [1].

• GOOG: 85.91% gain (May-Nov2025), AH price $320.28 (Nov26) [0].
• NVDA: Market cap $4.39T, AH price $180.26 (Nov26) [0].
• META: AH price $633.61 (Nov26) [0].
• Conflicting views: Reddit bearish on NVDA vs Seeking Alpha’s bullish stance [1].