---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36697471.md"
description: "NVIDIA's after-hours plunge was entirely due to this article, Google's TPU is set to erode NVIDIA's GPU market sharehttps://www.theinformation.com/articles/google-encroaches-nvidias-turf-new-ai-chip-push?rc=jn0pp4In October, Oracle's bubble was first reported by them, with high quality, foresight, and exclusivityEssential for investing in US stocks$NVIDIA(NVDA.US)The author is also the editor-in-chief"
datetime: "2025-11-25T08:58:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36697471.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36697471.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36697471.md)
author: "[复利魔方3650](https://longbridge.com/en/profiles/7185361.md)"
---

# NVIDIA's after-hours plunge was entirely due to th…


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## Comments (23)

- **糖糖糖（升级版） · 2025-11-25T10:02:33.000Z**: How does Google know everything?
- **hanwenly · 2025-11-25T10:02:14.000Z · 👍 3**: Haha, told that little Gu to short 150 Google positions, couldn't take it anymore and directly blocked me
  - **复利魔方3650** (2025-11-25T10:34:00.000Z): Haha
  - **趋势的跟随者** (2025-11-25T12:20:47.000Z): Haha, so funny😂
- **双木掌柜的铺子 · 2025-11-25T09:47:08.000Z**: Can't see it
  - **复利魔方3650** (2025-11-25T10:34:12.000Z): VPN
- ***烟火声* · 2025-11-25T09:24:40.000Z · 👍 4**: The market is big enough for the two giants to roam freely
  - **多看少动25** (2025-11-25T11:08:52.000Z): Don't scare me. The two giants are soaring, isn't the third one already dead? What about AMD?
  - ***烟火声*** (2025-11-25T11:15:17.000Z): What I mean is that the cake is big enough for everyone to have a share.
  - **多看少动25** (2025-11-25T11:21:53.000Z): 92% was eaten by NV, AMD was never as good as NV and only relied on cost-performance ratio. Also, I read the analysis, TPU should only be used for inference and cannot actually replace GPU. But it wil
- **小顾的对手盘 · 2025-11-25T09:07:48.000Z · 👍 4**: Got it, I will increase my position. Also, I want to see how long the retail investors who bought Google at the peak can hold on at the top.
  - **韭條悟** (2025-11-25T09:12:20.000Z): I added positions on both sides😏, let's see who wins
  - **hanwenly** (2025-11-25T09:16:21.000Z): Retail investors are always afraid of high prices, have you ever bought Google at 150?
  - **小顾的对手盘** (2025-11-25T09:17:29.000Z): I have Google at 150, but have you used Gemini3?
- **我的牛牛呢 · 2025-11-25T09:00:03.000Z**: Should we reduce the position?
  - **甲骨文给我涨到300** (2025-11-25T09:10:53.000Z): Add position