The AI Chip War - 11/25/25
TraderMerlin · merlin rothfeld
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Show Notes
The battle for AI dominance just intensified. Google's latest press release unveiled major advancements in their TPU chips, raising a big question:
👉 Is Nvidia's reign finally being challenged?
On today's show, we'll dig into the escalating AI Chip War and what Google's push means for the entire semiconductor sector.
Here's what we're breaking down:
- 🔥 Google's new TPU rollout — specs, implications, and whether it threatens Nvidia's market share
- ⚙️ Nvidia's competitive moat — is it cracking or stronger than ever?
- 🛍️ Retail sales earnings & data — what the consumer is telling us and how markets reacted
- 📊 Key technical levels on major tech and retail names
#TraderMerlin #AIChipWar #GoogleTPU #Nvidia #Semiconductors #ArtificialIntelligence #RetailSales
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Trading Applications used:
- Clik
- TradeStation
- Tradingview
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