Analysis of Reddit Discussion: GOOG Rally, Meta's Potential Google TPU Adoption, and NVDA Implications

The discussion centers on a Reddit post claiming GOOG rose ~2% in after-hours trading to $327, with Meta mulling Google’s TPUs over NVIDIA’s GPUs. Internal data shows GOOG’s 6-month gain of ~84% [0], aligning with the post’s mention of a near-100% rally. NVDA’s data center revenue accounts for 88.3% of total [0], making customer shifts a critical risk.

1. GOOG’s AI strategy (TPUs, Gemini 3) drives its rally, with an analyst target of $327.50 [0].
2. Meta’s potential TPU use could cut costs but lacks credible confirmation.
3. NVDA’s dominance is threatened if Meta switches, given its high data center revenue dependency.

• Risks
  : Unsubstantiated Reddit claims may mislead investors; FOMO buying could overvalue GOOG; NVDA faces revenue loss if Meta adopts TPUs.
• Opportunities
  : GOOG gains market share in AI chips; Meta benefits from cost savings (if true).

GOOG’s 6-month gain (~84%) and NVDA’s 88.3% data center revenue are confirmed. However, Meta’s TPU consideration remains unproven. Investors should verify claims with credible sources before acting.

Note: This analysis uses internal data [0] and a Reddit post (Tier4 source).