Ellerbroek: GOOGL has ‘So Many Strengths’ in AI; AMZN ‘Most Underappreciated’ AI Play
Schwab Network · Schwab Network
November 25, 20258m 42s
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Show Notes
Jed Ellerbroek thinks the news that Meta Platforms (META) is buying Alphabet (GOOGL) chips is a bigger threat to AMD (AMD) than Nvidia (NVDA) because Alphabet’s chips won’t be as powerful as Nvidia’s. However, questions around this deal remain as Alphabet enters the chip space: “What kind of gross margin…what kind of capacity?” He also looks at Amazon (AMZN), which he thinks is the most underappreciated AI play in the market.