Analysis of Reddit Discussion on GOOG's Rally, Meta's TPU Consideration, and Market Impact on NVDA & META

On November 24, 2025 (19:52 EST), a Reddit discussion focused on Alphabet Inc. (GOOG) included key claims:

1. GOOG’s rally (alleged ~100% in 6 months) will continue;
2. Meta Platforms (META) considering Google’s TPUs instead of NVIDIA (NVDA) GPUs could be bullish for META and bearish for NVDA;
3. GOOG may surpass NVDA as the largest company by year-end;
4. Users expressed FOMO to buy GOOG shares.
   The discussion also noted skepticism about the reliability of the original report on Meta’s TPU plans [1].

• GOOG
  : Closed at $320.12 (slight daily decline) but remains near its 52-week high ($328.67). The stock has rallied ~30% from September 15 to November 24, 2025, reflecting strong investor sentiment [0].
• NVDA
  : Fell 2.08% to $176.51, aligning with the Reddit claim of bearish sentiment due to potential competition from Google’s TPUs [0].
• META
  : Gained 2.26% to $647.95, possibly driven by expectations of cost savings from switching to TPUs [0].

Communication Services (home to GOOG and META) outperformed the Technology sector (home to NVDA) with a 0.80% gain vs. Tech’s 0.53% rise [0]. This suggests investors are pricing in potential benefits for communication services companies from the TPU adoption story.

Notable discrepancies: The Reddit claim of GOOG being up ~100% in 6 months is unsubstantiated by available data (2-month gain is ~30%). Additionally, NVDA’s market cap ($4.30T) remains larger than GOOG’s ($3.86T), so the claim of GOOG surpassing NVDA by year-end is not yet valid [0].

• Unverified Source
  : The original report on Meta’s TPU plans could not be confirmed via web search, raising questions about its credibility [0].
• Long-Term Impact
  : It is unclear whether Meta’s potential TPU adoption would be a partial or full replacement of NVDA GPUs, which would affect the magnitude of impact on both companies.

• GOOG
  : The rally’s sustainability depends on concrete customer wins (like Meta) for its TPU chips.
• NVDA
  : The price drop may present a buying opportunity if the TPU story is overblown, given its dominant position in AI GPUs.
• META
  : Cost savings from TPUs could boost margins, but this requires confirmation of actual deployment plans.

1. Unreliable Information
   : The lack of a verified source for the Meta-TPU story means investors should avoid making decisions based solely on this rumor [0].
2. Competitive Risks
   : For NVDA, losing Meta as a customer (even partially) would impact revenue growth. For GOOG, failure to secure large customers for TPUs could reverse its recent rally.
3. FOMO Risk
   : The Reddit discussion mentions users experiencing FOMO to buy GOOG. Investors should be cautious of emotional decisions, as the rally may be driven by unconfirmed news [1].

• Official announcements from Meta or Google regarding TPU deployment.
• NVDA’s response (e.g., price cuts, new product launches) to competitive pressure.
• GOOG’s quarterly earnings to see if TPU revenue contributes meaningfully to growth.