Reddit Discussion Analysis: GOOG Rally & Meta's Potential TPU Adoption Impact on NVDA

On November 24, 2025 (19:52 EST), a Reddit discussion (ticker: GOOG) highlighted key claims about market movements and tech sector dynamics:

1. GOOG’s Rally
   : GOOG has gained nearly 100% in 6 months, with after-hours (AH) price up to $327 on November 24.
2. Meta’s TPU Consideration
   : Meta Platforms (META) is in talks to deploy Google’s Tensor Processing Units (TPUs) in its data centers, potentially reducing reliance on NVIDIA (NVDA) GPUs.
3. Unverified Claims
   : A user claimed GOOG would surpass NVDA as the largest company by year-end (lacked supporting data).
4. FOMO Sentiment
   : Users expressed fear of missing out (FOMO) to buy GOOG shares.

The discussion referenced AH price movements: GOOG up ~2% to $327, NVDA down ~2.05% AH on November 24 [3].

• GOOG
  : Regular session on November 24 closed +2.40% ($318.47 from $311.01 open) [0]. AH gains were partially reversed in subsequent sessions: November 25 closed at $323.64 (-0.97% day-over-day), November 26 at $320.28 (-0.16% day-over-day) [0].
• NVDA
  : November 24 regular session closed +1.70% ($182.55), with AH losses (~2.05%) not sustained: November 25 closed +1.66% ($177.82), November 26 at $180.26 (+1.37% AH) [0].
• META
  : November 24 closed +2.39% ($613.05), followed by November 25 gain (+1.96% to $636.22) [0].

• GOOG
  : Potential TPU adoption by Meta could boost Google Cloud revenue and expand its AI chip market share [1][2].
• NVDA
  : Risk of losing Meta as a key GPU customer if TPU deployment proceeds (timeline: 2026 for cloud rental, 2027 for on-prem use [1]). However, NVDA’s current market cap ($4.39T) remains larger than GOOG ($3.87T) [0], contradicting the Reddit claim of GOOG surpassing NVDA by year-end.
• Sector
  : Technology sector gained +0.149% on November 26, underperforming Energy (+1.76%) and Consumer Defensive (+1.31%) [0].

Metric	GOOG	NVDA	META
Market Cap	$3.87T	$4.39T	$1.60T
EPS (TTM)	$10.13	$4.04	$22.59
P/E Ratio	~31.62	~44.62	~28.05
3-Day Volume (11/24-26)	135.93M shares	759.02M shares	63.25M shares

Key Observations:

• Valuation
  : NVDA trades at a higher P/E ratio (~44.62) than GOOG (~31.62), indicating a premium for its growth prospects [0].
• Volume
  : GOOG’s 3-day volume spiked to 135.93M shares, reflecting increased investor interest post-Reddit discussion [0].

1. Official Confirmation
   : Need to verify Meta/Google’s official stance on TPU deployment (current reports rely on anonymous sources [1][2]).
2. Financial Impact
   : Lack of data on Meta’s potential TPU usage volume and its effect on NVDA’s revenue (Meta accounts for an unknown percentage of NVDA’s sales).
3. Timeline
   : Exact dates for Meta’s TPU adoption (2026 cloud rental, 2027 on-prem [1]) need confirmation.

• Bullish on GOOG
  : TPU adoption by Meta could diversify Google’s revenue streams beyond search and ads [1].
• Skeptical
  : The Reddit claim of GOOG surpassing NVDA by year-end is unsupported (GOOG needs ~13% gain to overtake NVDA’s current market cap [0]).
• Neutral on NVDA
  : Immediate impact is limited due to long deployment timeline; NVDA’s strong GPU market position (data centers, gaming) remains intact [0].

• Official announcements from Meta/Google regarding TPU usage.
• NVDA’s response (e.g., price adjustments, new GPU launches).
• GOOG’s TPU capacity expansion plans to meet potential Meta demand.

1. Unverified Claims
   : The Reddit assertion of GOOG surpassing NVDA by year-end lacks factual basis (current market cap gap: ~$520B). Users should disregard this claim [0].
2. Source Reliability
   : The original Reddit post is tier-4 (user-generated). Cross-verify with tier-1 sources like Bloomberg or The Information [1][2].
3. NVDA Revenue Risk
   : Long-term risk of losing Meta as a customer if TPU adoption proceeds—monitor NVDA’s customer retention strategies [1].
4. GOOG Rally Sustainability
   : The recent GOOG rally may be overextended; users should watch for profit-taking if Meta’s TPU talks stall [0].

[0] Ginlix Analytical Database (real-time quotes, daily prices, sector performance).
[1] Bloomberg: “Alphabet (GOOGL) Gains on Report Meta to Use Its AI Chips” (2025-11-25) [URL: https://www.bloomberg.com/news/articles/2025-11-25/alphabet-gains-on-report-that-meta-will-use-its-ai-chips].
[2] The Information: “Nvidia-Google AI Chip Rivalry Escalates on Report of Meta …” (2025-11-24) [URL: https://finance.yahoo.com/news/nvidia-shares-dip-google-appears-014603931.html].
[3] Reddit Discussion: “Google UP AH to $327: Meta mulls deploying Google TPU’s in its data centers” (2025-11-24) [Tier-4 source].

: This analysis is for informational purposes only and does not constitute investment advice. Always consult a qualified financial advisor before making decisions.
: Market movements are volatile; past performance does not guarantee future results.
: Tier-1 sources are prioritized; tier-4 sources are used for context only.
: Data current as of November 27, 2025 (00:20 UTC).

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Ginlix AI Financial Analysis Team | November 27, 2025