--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/36559928.md" description: "Just now, Brother Feng answered a question, which was quite enlightening for the younger brother; to make a bold statement, personally, I believe that the value of digging out gold needs to far exceed that of the shovel sellers to prove that the current ecosystem has no bubble, or at least not such a big one; and among those who have dug out gold, Google currently seems to have dug out the most, so Google's upper limit will determine NVIDIA's upper limit within a certain period of time.So if the younger brother had to choose. Maybe the shovel seller's shovel seller, TSMC; currently, which seems most likely to dig out the most gold, Google, would be a better target to focus on in the future; it must be said, Brother Feng is truly far-sighted." datetime: "2025-11-20T13:07:02.000Z" locales: - [en](https://longbridge.com/en/topics/36559928.md) - [zh-CN](https://longbridge.com/zh-CN/topics/36559928.md) - [zh-HK](https://longbridge.com/zh-HK/topics/36559928.md) author: "[奇迹的交易员cola](https://longbridge.com/en/profiles/10743314.md)" --- # Just now, Brother Feng answered a question, which … ### Related Stocks - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.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) ## Comments (24) - **奇迹的交易员cola · 2025-11-20T13:18:47.000Z · 👍 12**: So Google will take over Nvidia's burden because it is the next key link in the ecosystem; another bold statement, personally I think whether there is an excessive bubble in AI or not, OpenAI is definitely a big bubble; it's just because the pioneers of the track, or those who first focused on this - **拿不住就去进厂** (2025-11-20T13:44:07.000Z): Whether OpenAI will be affected is unknown, but Oracle is definitely the first to be exposed as a manipulated stock - **乔西的虎与鱼** (2025-11-20T14:04:30.000Z): Oracle is doomed sooner or later💊 - **Roger_LV** (2025-11-20T14:21:44.000Z): There are indeed two visible bubbles - **与时间成为挚友 · 2025-11-20T15:01:16.000Z · 👍 1**: NVIDIA, which sells shovels, also invested in a bunch of small companies that buy its graphics cards - **刀子向上 · 2025-11-20T14:31:58.000Z**: I totally agree with what cola bro said. There will only be a few oligopolies in the future, and there's no need to argue about who is the discoverer or the shovel seller, just like Edison's light bulb. I heard before that OpenAI is going to go public with a trillion-dollar valuation. When OpenAI fi - **John_Tang · 2025-11-20T14:12:38.000Z**: agree，尤其是评论中 openai 那一段。 - **HuTao · 2025-11-20T14:12:22.000Z · 👍 1**: Why not expand the scope a bit? The AI bubble isn't big, but the LLM bubble is huge.LLM is just one branch of AI, but now the vast majority of companies are crowding into this track. - **韭條悟 · 2025-11-20T14:04:21.000Z · 👍 1**: The first one doesn't make sense. Why would the shovel seller's shovel seller be any better? When the lips are gone, the teeth will be cold. - **奇迹的交易员cola** (2025-11-20T14:09:32.000Z): Because the shovel seller's shovel seller has not been fully priced in yet. - ***烟火声* · 2025-11-20T13:47:04.000Z · 👍 1**: TSMC currently dominates the market with only one geopolitical risk - **价值投资奔幸福 · 2025-11-20T13:46:39.000Z · 👍 1**: Bought TSMC and Google, waiting for the flowers to bloom - **Yzwin · 2025-11-20T13:41:07.000Z · 👍 1**: Google's investments are also impressive, including Waymo, SpaceX, etc. - **OMMGMH · 2025-11-20T13:38:40.000Z · 👍 1**: But tsm is affected by geopolitical factors - **晓风 morning_wind · 2025-11-20T13:35:50.000Z · 👍 2**: Agree - **MR.sunshine · 2025-11-20T13:17:52.000Z · 👍 1**: Not only the models are gold, but also applications like autonomous driving, robotics, etc. can be defined as gold. Selling shovels in a broader sense includes companies like TSMC and NVIDIA. - **奇迹的交易员cola** (2025-11-20T13:19:26.000Z): So after Google comes Tesla, seems like this is the logic @Value & Investment Brother Value, is this how you see it? - **Z zzzz** (2025-11-20T13:22:12.000Z): waumo is also from Google - **Z zzzz** (2025-11-20T13:22:15.000Z): waymo - **Golden Reservoir · 2025-11-20T13:13:10.000Z · 👍 1**: This also provides an opportunity for the cake supply chain to grow and strengthen, such as storage, optical modules, etc. - **Golden Reservoir · 2025-11-20T13:09:56.000Z · 👍 1**: Good idea... This shows that big companies are rushing into this track, and once you fall behind, there's no chance.