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Google Stock: The Real Reason It’s Doubled (It’s Not Just AI)
The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April?<br>In this episode, we dig past the headlines to uncover the real catalyst behind Google’s recent stock performance—and it has less to do with the TPU vs. GPU debate and more to do with the clearing fog around major antitrust cases regarding Chrome and Android.<br>We also break down Alphabet’s massive $56B R&D spend, their aggressive AI data center CapEx, and why…
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