Analysis of GOOG After-Hours Rally and Meta's Potential TPU Adoption Talks

On November 24, 2025, GOOG shares rose ~2% in after-hours trading to $327 following a Reddit post ([6]) claiming Meta (META) is in talks to use Google’s TPUs. GOOG has shown strong momentum with an

over six months ([5]), though the Reddit post overstated this to 100%. NVDA’s market cap ($4.39T) remains higher than GOOG’s ($3.87T) ([2], [0]), contradicting the Reddit claim of GOOG surpassing NVDA by year-end.

1. The Meta-TPU adoption claim lacks verification from mainstream news sources ([3], [4]).
2. GOOG’s 6-month performance (open: $171.30, close: $318.47, avg volume:24.3M) confirms upward trend ([5]).
3. NVDA maintains market cap dominance despite competitive concerns ([2]).

• Risks
  : Unverified user-generated source ([6]), potential FOMO behavior ([6]), competitive threats to NVDA if talks are confirmed.
• Opportunities
  : Cost savings for Meta and revenue boost for GOOG if TPU adoption is confirmed.

Current prices: GOOG $320.28 ([0]), META $633.61 ([1]), NVDA $180.26 ([2]). GOOG’s 20-day moving average ($285.84) and50-day moving average ($264.32) indicate upward trend ([5]). The Meta-TPU claim requires independent verification from Tier1 sources.