---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42739797.md"
description: "What's the main reason for the delay in the release of $Alphabet - C(GOOG.US)?Let me tell youLack of sufficient computing power, especially memory$Sandisk(SNDK.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US) SanDisk Hynix Micron, their products are especially in short supplyWhy did Buffett speak out?First, he knew about the delay to stabilize moraleSecond, memory is indeed expensive, even more expensive than the stock price 😆"
datetime: "2026-07-16T18:31:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42739797.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42739797.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42739797.md)
author: "[半山外賣仔](https://longbridge.com/en/profiles/20038701.md)"
---

# What's the main reason for the delay in the releas…


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## Comments (43)

- **半山外賣仔 · 2026-07-23T08:00:28.000Z**: After watching the earnings call, no issues now, right?This round of interpretation 😆
- **爱理财的小Tom · 2026-07-17T02:42:49.000Z · 👍 1**: There have been rumors for a while that there are disagreements within Google's management, and this is also the reason for the brain drain.
  - **半山外賣仔** (2026-07-17T08:36:04.000Z): Yes
- **三思又三思 · 2026-07-16T21:43:40.000Z · 👍 1**: That's good news. I cleared my options by pushing up the price earlier. It's risen too much in the past two days to buy in now. Let them sell more to give me a chance to buy back in.
  - **半山外賣仔** (2026-07-17T08:36:53.000Z): Cash in hand, unlimited position increase
  - **三思又三思** (2026-07-17T08:38:40.000Z): Saw that they said their employees don't have enough computing power. With over 180 billion in expenses this year, it's a bit funny. The earnings report on the 22nd is expected to increase further.
  - **半山外賣仔** (2026-07-17T08:40:21.000Z): Their own employees' model computing power is also restricted
- **一发入魂 · 2026-07-16T18:43:37.000Z · 👍 3**: Boss, I can't take it anymore, I can't hold on, my hands are trembling non-stop, I'm gonna die, come save me 🤪
  - **吴彦祖不炒股** (2026-07-16T18:56:44.000Z): Did you get stuck at 2200?
  - **一发入魂** (2026-07-16T18:57:39.000Z): Which one are you talking about? 🤪
  - **吴彦祖不炒股** (2026-07-16T19:05:04.000Z): SanDisk
- **韭菜领域大神 · 2026-07-16T18:34:10.000Z · 👍 3**: If that's the case, why haven't we seen any delays in domestic large models? It's clear that China is even more short of these hardware resources. I think it's still a problem with the management. There were already reports before about some of DeepMind's core researchers leaving.
  - **LUMING** (2026-07-16T18:41:52.000Z): Domestic large models are either just distillation, or are they just pulling a few? Don't you have any sense of proportion?
  - **踏空不亏钱** (2026-07-16T18:47:05.000Z): Domestic large language models are not weak. Compared to the high investment in the US, domestic models offer very high cost-effectiveness.
  - **韭菜领域大神** (2026-07-16T18:50:32.000Z): Hey boss, with your asset size and returns, I really can't compliment you for saying such things. If you're not a relevant IT professional, it's good to watch more videos and learn about it.
- **Judy640 · 2026-07-16T18:33:26.000Z · 👍 1**: Isn't stringing prohibited anymore?
- **彩子 · 2026-07-16T18:33:12.000Z · 👍 5**: Your flashlight is still on.
  - **子尤1003** (2026-07-16T18:44:03.000Z): Does Caizi have Google options?
  - **彩子** (2026-07-16T18:47:28.000Z): He is in my pinned post. I didn't buy it, I feel it's a bit high.
  - **子尤1003** (2026-07-16T18:51:00.000Z): I originally sold options today, but then thought the earnings report should be pretty good, wanted to wait until after the earnings to sell, placed another order, didn't expect it to skid and bought 
- **新用户_R7rTb · 2026-07-16T18:33:10.000Z · 👍 1**: I'm still waiting to use Gemini 3.5 Pro😆
  - **半山外賣仔** (2026-07-16T19:21:03.000Z): Too far away