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.
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- Mortimer ArthurΒ·2025-11-10TOPHope you bought the dip. No matter, Google has a further 30%+ rise through December1Report
- Enid BerthaΒ·2025-11-10TOPQuantum whattt? Easy money on google at all times!!1Report
- HarryCoxΒ·2025-11-09TOPSuch a thorough analysis1Report