Why Google leads?
Gemini + Google Cloud + TPU chip = unmatched vertical integration.
TPU Ironwood is a leap in efficiency & scalability, giving Google cost control & architectural flexibility.
Unlike Apple which is consumer first or Amazon which is retail/cloud hybrid, Google's AI stack is purpose built for scale & monetisation.
This integration reduces dependency on 3rd party chips. It also enables faster iteration and deployment across its products - Search, Ads and Workspace.
This creates a moat that is both technical and economic.
Amazon has upside but lacks chip level control while Apple's AI story is still emerging, more tied to device upgrades and ecosystem stickiness.
Google is the most compelling buy among the 3 especially for AI exposure with infrastructure depth.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Mortimer Arthurยท2025-11-10TOPHope you bought the dip. No matter, Google has a further 30%+ rise through December1Report
- Enid Berthaยท2025-11-10TOPQuantum whattt? Easy money on google at all times!!1Report
- HarryCoxยท2025-11-09TOPSuch a thorough analysis1Report