Analysis of GOOG After-Hours Rally & Meta's Potential TPU Adoption Impact on Tech Stocks

The event centers on a Reddit post (2025-11-24 EST) reporting GOOG’s after-hours rise to $327 following news of Meta considering Google TPUs, corroborated by external sources [1][2][3]. Short-term market impacts: GOOG up ~2% AH, NVDA down ~2.08%, META up ~2.26% [0]. GOOG’s 51-day gain (Sep15-Nov24) of +29.91% reflects strong momentum, while NVDA’s market cap ($4.30T) remains higher than GOOG’s ($3.86T), dispelling short-term surpassing claims [0].

1. AI Hardware Competition
   : Google TPUs pose a credible threat to NVDA’s GPU dominance in cloud and enterprise segments [1].
2. Cost Efficiency
   : Meta’s potential TPU adoption could yield significant EPS boosts via reduced GPU costs [2].
3. Overbought Condition
   : GOOG’s RSI of 73.73 indicates overbought territory, signaling potential short-term pullback [1].
4. Market Cap Gap
   : NVDA maintains a $440B lead over GOOG, contradicting user claims of year-end surpassing [0].

• GOOG
  : Overbought RSI (73.73) may trigger short-term correction [1].
• NVDA
  : Competitive pressure from TPUs could erode market share and margins [1].
• META
  : TPU integration costs may offset initial savings [2].

• GOOG
  : TPU adoption expansion could drive cloud/AI revenue growth [3].
• META
  : Long-term cost savings may improve profitability [2].

• GOOG’s 51-day change: +29.91% [0]
• NVDA’s daily drop: -2.08% [0]
• META’s daily gain: +2.26% [0]
• Market caps: NVDA ($4.30T) > GOOG ($3.86T) > META ($1.63T) [0]
• GOOG’s RSI: 73.73 (overbought) [1]