Google's Full-Stack Advantage Makes It the Top AI Investment Pick

3 months ago

Rard Jark

"At at this point, my number one is Google. And the reason is we talked about it. It has the full stack and I think the TPUs are something which will be Google's most important asset to date and they have they have a lot of assets. So that's saying a lot, because they're already showing us that they can serve a lot of inference on scale which nobody else can and they don't have to raise trillions. I think the moment for Google is quite there and they're not yet priced because of the risk of AI disrupt, but even with search disruption, the AI market is a lot bigger than just search."

The guest explicitly picks Google as his top trade call within the AI race, emphasizing its fully integrated technology stack, advanced TPUs, and strong positioning in ad monetization, which together offer a compelling case for long-term investment.

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