Both $PL and SpaceX are partially owned by $GOOGL. I expect this combo to be used as well for Project Suncatcher - where Planet will bring the Google TPUs to space. I don’t expect Planet to have cost benefits though.
@455BAG I'm actually personally pretty bearish on both $ARM and $QLCM. Probably not the best person to ask on $ARM since I did help out RISC-V quite a bit so I'm a little biased. As for Qualcomm... Mediatek is probably better long, especially with their high growth ASIC arm working with $GOOGL.
Chef $GOOGL. Amazing earnings.
$GOOGL is going to be a clear winner in the AI race… This week it was announced that Warren Buffet bought 17.8M shares of $GOOGL. Also Stan Druckenmiller had also purchased 102,000 shares. Many will regret not taking advantage of today’s prices. $340+ incoming for $GOOGL. https://t.co/uTTWtIOXgU
This week Berkshire Hathaway purchased over 17.8M shares of $GOOGL. Retail is being driven to sell by AI bubble headlines, while billionaires like Warren Buffet are buying. Take advantage of this dip before we continue to blow past all time highs. $340+ incoming for $GOOGL. https://t.co/ShpQSkmxSF
"MS expects at least 30% of GUC's '26 revenue contribution to come from $GOOGL. Based on the server configuration of Google’s TPU v6, it is estimated that 3nm TPU CoWoS modules will correspond to demand for about 750K CPUs, each priced around $800, prompting an upward revision to the contribution estimate from Google’s CPU project. Other updates include: 1. Cryptocurrency momentum is expected to continue at least until 1H26. 2. Rivos is collaborating on a 3nm project that will adopt CoWoS packaging, expected to contribute revenue in 2H26 through the xAI Turnkey 2 (TK2) project. 3. FuriosaAI’s 5nm AI accelerator has completed tape-out. 4. Meta’s focus remains primarily on NRE (non-recurring engineering) income "
2) MediaTek's downside news on ASIC with $GOOGL. Pay close attention to this $GOOGL ASIC project, which remains critical, as well as a potential one from $META. That said, even if MediaTek were to secure the $META project, the timing of when revenue would meaningfully translate into the company’s earnings remains uncertain. See this: https://t.co/mCBsH4BVdE
