BTS
11-26

It is plausible that Alphabet (GOOG) could reach $4 trillion by the end of 2025, joining NVIDIA (NVDA), Microsoft (MSFT), and Apple (AAPL) as one of the few companies to achieve this milestone

Driven by the recent stake of Berkshire Hathaway, robust investor confidence in its cloud business, and fueled by Gemini AI models and Tensor Processing Units (TPUs), GOOG has recently seen record-high stock prices

GOOG is pitching its custom-designed TPUs to external clients like Meta Platforms (META), strategically shifting its role from being a large AI customer to a direct infrastructure competitor

Unlike the specialized focus of NVDA on Graphics Processing Units (GPUs), GOOG is positioning itself as a hybrid AI infrastructure player through its TPUs and cloud services, establishing a distinct and powerful strategy

With just 1 month remaining in 2025, GOOG is on track to hit the $4 trillion mark, making a successful and historic "sprint" seem highly likely。。。

Tag :@Huat99  @Snowwhite  

Can Google Hit $4T in Just 3 Months? How Fast Did Nvidia & Apple Get There?

@Tiger_comments：
$Alphabet(GOOG)$ is closing in on a $4 trillion market value, powered by the AI boom — and could soon become the fourth company to ever join the $4T club. The stock is now up nearly 70% YTD, far outpacing AI rivals Microsoft and Amazon. And then came the after-hours catalyst: Google shares rose another 2% after the company announced plans to sell its TPUs directly to $Meta Platforms, Inc.(META)$ , a move that could further pressure Nvidia’s dominance. A similar worry popped up when Broadcom’s ASICs launched — but Nvidia’s earnings later proved demand was still overwhelming. Still, $Broadcom(AVGO)$ has doubled since the 2024 ASIC boom, with its market cap now approaching $2T. Three companies have touched the $4T milestone before: Nvidia, Microsoft, and Apple. Right now, only Nvidia and Apple remain above that line. Here’s how long it took each to go from $3T → $4T: Nvidia: 1 year Microsoft: 1.5 years Apple: nearly 4 years On September 15 this year, Google crossed $3T for the first time. Just two months later, it’s already within striking distance of $4T. And compared with the April lows? Even more dramatic: Google stock has more than doubled since April — adding roughly $2 trillion in just 7 months. The market’s attitude toward Alphabet has clearly flipped. For a while, investors feared Google had lost the AI race after OpenAI launched ChatGPT in late 2022 — despite the fact that much of the core technology behind generative AI originated inside Alphabet. But in 2025, Alphabet regained momentum. $Berkshire Hathaway(BRK.B)$ Google is no longer “catching up.” It’s accelerating. Questions: 1. With only one month left in 2025, can Google break history with a $4T sprint? If Alphabet hits $4 trillion this year, it will have gone from $3T to $4T in just three months. It should be noted that Nvidia only spent 3 months from $4 trln to $5 trln. Not long ago, many compared Google to “the old Microsoft.” But with positive news piling up, its recent surge has far outpaced Microsoft. 2. Is Google’s next target to become the next Nvidia? Leave your comments below to win at least 5 tiger coins! E.g.: I think Alphabet will reach $4 trln in December, 2025. or I think Google will spend 1 year to reach $4 trln.
Can Google Hit $4T in Just 3 Months? How Fast Did Nvidia & Apple Get There?

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