Alphabet Inc. (GOOG)
Published 2026-02-05 • by defiweekly
Thesis Summary
Detailed Deep Dive
* GOOG: Yes, you read that correctly. Google back in 2014 invested in their TPU (Tensor Processing Units) after realising their NVDA bill was going to be very high. That investment is now paying off and they have are actually another NVDA, one that the market does not fully appreciate just yet.