---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000588617.md"
description: "Task Coins Giveaway 🎊Google Cloud Next ‘26 — Who Will Lead the Supply Chain Surge?Google Cloud Next ‘26 kicks off in Las Vegas on April 22, featuring the debut of Google’s next-generation TPU architecture. This event could serve as a major catalyst for the entire supply chain, from chipmakers to optical module suppliers. Which ticker will emerge as the biggest winner this week?🔥 Top Contenders:- $Alphabet - C(GOOG.US): The host. Google Cloud has surpassed $13B in quarterly revenue, making it the company’s fastest-growing segment. The event is expected to unveil new Gemini models and cutting-edge AI enterprise tools.- $Taiwan Semiconductor(TSM.US): Google’s primary TPU foundry. Q1 net profit surged 58% YoY, with gross margins hitting a record 66%. High-performance computing (HPC) now drives over 60% of revenue. With earnings and the conference aligning, this stock faces a powerful double catalyst.- $Broadcom(AVGO.US): Co-signed a 3.5GW next-gen TPU deal with Google and Anthropic. As Google’s deepest co-development partner, AI custom chips remain its core growth engine.- : $Coherent Corp.(COHR.US)A key supplier of optical communication solutions (OCS). Every TPU cluster expansion directly boosts OCS demand, making COHR one of the most direct beneficiaries in the supply chain.- $Lumentum(LITE.US): A critical supplier of OCS optical modules, with a $400M+ backlog. The market for these modules is projected to grow at a staggering 150%+ CAGR from 2025–2028.- $Corning(GLW.US): Recently secured a multi-million-dollar optical module order from Google, positioning itself as a confirmed beneficiary of Google Cloud’s fiber infrastructure expansion.Which stock do you think will shine the brightest this week? Let us know your pick!🎁 500 Task Coins for correct picks! 📌 Follow @Longbridge Singapore ⏳ Voting ends Wednesday, Apr 22 🎉 Rewards will be distributed within 5 working days."
datetime: "2026-04-20T03:12:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000588617.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000588617.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000588617.md)
author: "[Longbridge Singapore](https://longbridge.com/en/profiles/19276207.md)"
generator: "portal-rs"
---

# Task Coins Giveaway 🎊Google Cloud Next ‘26 — Who W…


### Related Stocks

- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)

## Comments (20)

- **NewUser_2vFFC · 2026-05-06T09:20:44.000Z**: Thats nice
- **dotSavvy · 2026-04-22T00:04:52.000Z**: Google
- **NewUser_wgiykD · 2026-04-21T22:37:27.000Z**: G
- **NewUser_AViaCO · 2026-04-21T14:11:24.000Z**: Goggle will win
- **75th_ · 2026-04-21T14:00:51.000Z**: TSM $Taiwan Semiconductor(TSM.US)🙌
- **Jujinho · 2026-04-21T13:11:45.000Z**: Google will come up as winner
- **Jujinho · 2026-04-21T13:11:31.000Z**: Ok
- **Estherick · 2026-04-21T10:22:54.000Z**: Sure winner
- **EP · 2026-04-21T08:00:41.000Z · 👍 1**: Google win
- **EP · 2026-04-21T08:00:03.000Z**: Google sure
- **Henry Low · 2026-04-21T07:01:53.000Z**: GOOGL surely
- **Jiayi · 2026-04-20T21:38:32.000Z**: Google will win
- **NewUser_Unm6i · 2026-04-20T16:13:29.000Z**: My guess is Google will win.
- **gsureshk · 2026-04-20T16:06:25.000Z**: Google win
- **Benzard_epnOP2 · 2026-04-20T09:48:59.000Z**: Google 😊💪🏻
- **Lizard · 2026-04-20T08:55:18.000Z**: $Alphabet(GOOGL.US)
- **JHWY · 2026-04-20T07:48:04.000Z · 👍 2**: Google will win.
- **NewUser_vH7nIG · 2026-04-20T05:32:16.000Z · 👍 2**: Google will gain this week.
- **NewUser_vH7nIG · 2026-04-20T05:15:20.000Z · 👍 1**: avgo will gain the most this week.
- **NewUser_mZAFuZ · 2026-04-20T04:37:32.000Z · 👍 2**: AI dominance


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**