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Here's Why Google's About to Eat NVIDIA's Lunch (and Everyone Else's)Alright, let's get o... Here's Why Google's About to Eat NVIDIA's Lunch (and Everyone Else's)
Alright, let's get one thing straight: I'm so tired of hearing about the "Magnificent Seven." It’s nauseating, and I'm pretty sure most of these so-called experts just regurgitate the same garbage they read somewhere else. But, fine, we gotta talk about it because apparently, some folks think Alphabet – yeah, Google Alphabet (GOOG) – is about to become the biggest dog on the block by 2026.
Seriously?
Alphabet's (Possible) AI Domination
This whole thing hinges on Gemini 3.0, apparently. Everyone's wetting their pants over it. This Marc Benioff guy is running around saying the "world just changed, again." Give me a break. The guy probably just wants to sell more Salesforce licenses. But, the article claims that Benioff is now all about Alphabet, ditching ChatGPT. Okay, maybe he knows something I don’t.
The idea is that Gemini is so good, and Google's monetization strategy is so brilliant (especially the Apple deal), that they're gonna leave everyone else in the dust. Even Nvidia (NVDA). Nvidia, the darling of the AI boom. The company that can't print money fast enough.
And Berkshire Hathaway is in on it, too. Buffett's blessing, it seems, is enough to make everyone forget that Alphabet had some serious AI search fears not that long ago. Is this just another case of throwing enough money at a problem until it magically goes away? I mean, let's be real, Google has the cash to burn.
The "AI Bubble" Nonsense
This "AI bubble" talk is getting old, too. Everyone's an expert, suddenly. But this article makes a good point: timing the market is always a fool’s game. Trying to short the "high-flyers" like Nvidia or Meta (META) based on some vague feeling that they're overvalued? Good luck with that. You'll probably just end up broke and bitter. Especially since the article claims the "AI correction is healing". Healing, my ass.
The author points out that Alphabet is still "cheap" at 31.5 times trailing P/E. Cheap? For a tech company in this market? Maybe. Maybe I'm the crazy one here.
Offcourse, there's always the risk that this is all hype. That Gemini 3.0 is just another over-promised, under-delivered tech product. That OpenAI will pull some rabbit out of its hat and steal the spotlight back. That Apple will decide to build its own AI and screw Google over. But if this article is to be believed, Google is about to Hyper-Monetize.
But what happens if the government steps in? I mean, Google's already got a target on its back for antitrust violations. If they become too dominant in the AI space, won't the regulators come knocking? And what about Apple? Are we really supposed to believe that Tim Cook is just going to hand over the keys to his kingdom to Google? I'm not buying it.
The Fine Print
Oh, and I love this disclaimer at the beginning: "This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them." So basically, the whole thing could be one big advertisement? Shocking.
I tried to find more data on Google's deal with Apple, or at least some official press releases, but all I got was this "Access Denied" page claiming I'm using "automation tools." What, am I not allowed to do research anymore without being accused of being a bot? Access to this page has been denied.
So, What's the Real Story?
Alphabet's stock price might go up, it might go down. The AI race is a crapshoot, and anyone who tells you they know for sure who's going to win is lying. I'm not betting my life savings on Gemini 3.0, and neither should you.