@munster_gene argues that Personal AI is a bigger threat to Google than ChatGPT ever was. Surprisingly, $GOOG shares are up 7% since Muse launched versus a 3% gain for the Nasdaq. ChatGPT mostly answered questions Google wasn't monetizing, while assistants transact; Google built a $250B search business on routing those transactions. Google’s response is Task, a Gemini feature formerly known as Spark, and the question is whether it can redirect Search traffic to its own AI features as it did with AI Overviews and AI Mode.
See original
Personal AI is a bigger threat to Google than ChatGPT ever was.
Surprisingly, shares of $GOOG are up 7% since Muse launched, versus a 3% gain for the Nasdaq.
ChatGPT mostly answered questions Google wasn't monetizing anyway. Assistants transact. Google built a $250B search business on routing those transactions.
Google’s response is Task, a Gemini feature formerly known as Spark. The question is: can Google do with Task what it did with AI Overviews and AI Mode by successfully redirecting Search traffic to its own AI features?
Image 1 ↗
Reasoning: Fundamentals
Broadcom $AVGO is in early talks to arrange more than $50 billion in financing to help OpenAI fund custom silicon purchases, following reports of the up to $60 billion package for Anthropic from earlier this month. Mentions $GOOG $MSFT $NVDA.
See original
Broadcom $AVGO is in early talks to arrange more than $50 billion in financing to help OpenAI fund custom silicon purchases, following reports of the up to $60 billion package for Anthropic from earlier this month.
$GOOG $MSFT $NVDA
Reasoning: Not tagged by analyst
@spotgamma says systematic single-stock put selling remains a big feature of this market. Yesterday: $META 10k 10/16 740 puts sold ($14mm premium), $GOOG 6k 12/18 340 puts sold ($5mm), and $META 5.6k 10/16 540 puts sold ($2.5mm).
See original
Systematic single stock put selling continues to be a big feature of this market.
Yesterday:
$META 10k 10/16 740 puts sold ($14mm premium)
$GOOG 6k 12/18 340 puts sold ($5mm)
$META 5.6k 10/16 540 puts sold ($2.5mm)
Image 1 ↗
Reasoning: Sentiment Specific
@Beth_Kindig cites Bernstein estimates that $AMD Helios racks cost about $7.33 million, close to Nvidia $NVDA Vera Rubin at about $7.52 million and far above Google $GOOG TPU v7 Ironwood at $2.69 million.
See original
AMD’s $AMD Helios racks are estimated to cost $7.33 million, per Bernstein, closely matching Nvidia’s $NVDA Vera Rubin at an estimated $7.52 million while far ahead of Google’s $GOOG TPU v7 Ironwood at $2.69 million.
Reasoning: Fundamentals
@Beth_Kindig reports that in a full 96-accelerator rack system, the Maia 300 will deliver up to 7X the throughput of the Maia 200 while consuming about 167kW of power. Mentions $MSFT $AMZN $GOOG $NVDA. Quoted earlier post on Maia 300 scaling to multi-gigawatt in 2027 with 40% more tokens per megawatt.
See original
In a full 96-accelerator rack system, the Maia 300 will deliver up to 7X the throughput of the Maia 200, while consuming about 167kW of power.
$MSFT $AMZN $GOOG $NVDA
Reasoning: Not tagged by analyst Specific
@TrendSpider asks if you managed to snag $GOOG below the 200-day. Quoted post notes Google doesn't tend to stay down here for long, mentioning $GOOG $GOOGL.
See original
Did you manage to snag $GOOG below the 200-day?
Image 1 ↗
Reasoning: Technicals
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@michaelsikand
@jam_croissant