---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36689999.md"
description: "$Alphabet(GOOGL.US)$NVIDIA(NVDA.US) The most important marginal change in this earnings report is: downstream customers are starting to concentrate, all of them are big clients, so the accounts receivable period is also started to (reasonably) lengthen.For Google, when the cycle comes, everything is a positive. Originally, the demand for computing power was concentrated among a few large customers. Now, big clients like Anthropic and Meta have officially announced their purchase of TPUs. Whether it's for balance considerations or genuine ROI considerations, it's a blatant hint to the market that Google's TPUs can compete with NVIDIA. Considering Google has many other advantages, it's only a matter of time before their market cap aligns with NVIDIA's, and this is just the beginning..."
datetime: "2025-11-25T02:43:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36689999.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36689999.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36689999.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $Alphabet(GOOGL.US)$NVIDIA(NVDA.US) The most impor…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)

## Comments (17)

- **跟顾神反着买 · 2025-11-25T10:28:44.000Z**: Looking forward to bringing NVIDIA down
- **HQQH · 2025-11-25T10:14:25.000Z**: Google vs. Dazi? Still too early, no one can shake Dazi's position now, don't be fooled by the recent targeting.
- **飞仔 · 2025-11-25T07:07:39.000Z**: Damn! Even Google StockPro is mocking Dazi now, it's hopeless 😭😭😭
- **爱吃菠萝包的猫 · 2025-11-25T04:36:06.000Z · 👍 11**: Brother Feng, I think Google taking over is not a bad thing for Dazi. Google has struck gold and stabilized the entire AI narrative, so Dazi's valuation won't be suppressed. As for sharing the pie, I think the pie is getting bigger, so there's no need to worry about Google taking a slice.
  - **晓风 morning_wind** (2025-11-25T05:06:54.000Z): Agree
- **mWXQC · 2025-11-25T04:11:50.000Z · 👍 1**: Got it, bro. Going all in shorting NVIDIA.
  - **晓风 morning_wind** (2025-11-25T04:16:04.000Z): I didn't say that.
- **石来运转 · 2025-11-25T04:00:11.000Z · 👍 1**: Both are good, because I have both
- **佳昊研究 · 2025-11-25T03:35:08.000Z**: Brother Feng added more positions in Dazi again?
  - **晓风 morning_wind** (2025-11-25T04:16:52.000Z): No, let's see again.
  - **外贸幼稚园** (2025-11-25T04:57:16.000Z): Wait for a good opportunity
- **巴韭特(￣_,￣ ) · 2025-11-25T02:45:29.000Z · 👍 9**: No matter how they compete, it's good for TSMC🤔
  - **煎饼小狗** (2025-11-25T02:48:19.000Z): Also favorable to Broadcom
  - **买什么多看三天** (2025-11-25T03:52:19.000Z): This way of thinking is both right and wrong. Market funds are limited and can only go to a few places, so we still need to choose the leaders.
  - **学会空仓的小刘鸭** (2025-11-25T04:07:37.000Z): TSMC is not that strong