IT’S OVER! I Can’t Stay Quiet on Google vs Nvidia Stock

👉 Get the Free Workbook by Joining our Free Community: https://felixfriends.org/resource 📰 Get Custom News Alerts for Your Stock Portfolio. 7 Day Free Trial at https://felixfriends.org/tradevision 👤 Meet Felix Prehn: I'm your host, Felix Prehn. My journey took me from being a novice investor to an investment banker, a corporate lawyer, and an entrepreneur. Investing was my key to early retirement at 40. My goal? To empower YOU to navigate the financial market with ease and transparency, free from the conventional financial system's noise. Let's embark on this journey to financial freedom together! ⚖️This is from my lovely lawyers: The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance. Some of the accounts we highlight from time to time are our top performing accounts and the results shown are not typical. Trades shown may be from simulated trading or live trading accounts. *CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN Timestamps: 00:00 Intro 00:44 NVIDIA's Achilles Heel: The 39% Revenue Risk 01:06 The Need for Realism Regarding NVIDIA Stock 03:32 How NVIDIA Became Essential in the AI Gold Rush 04:46 The Cost Motivation: NVIDIA's 75% Gross Margin 05:41 Wall Street's Reaction to Customer Shift 07:54 Google's TPU: The Specialist AI Chip 09:18 GPU (Swiss Army Knife) vs. TPU (Chef's Knife) Analogy 11:00 Real-World Proof: Google's Gemini Model Trained on TPUs 12:18 Other Competitors: Amazon, Meta, and Microsoft 13:40 NVIDIA Stock Reaction to the Meta/Google Deal 14:03 Wall Street's Current Trading View on NVIDIA (Dark Pool Data) 15:53 Tesla Entering the Chip Production Race 17:21 The Timeline for Competition: 2025-2027 18:43 When the Market Will Start Pricing In the Risk 19:54 NVIDIA's Bull Case: Market Leader and CUDA Moat 20:51 What Investors Should Do Now 22:47 The End of Unchallenged Dominance 23:37 Outro #felixprehn #google #nvidia