Name: Ellerbroek: GOOGL has ‘So Many Strengths’ in AI; AMZN ‘Most Underappreciated’ AI Play
Uploaded: 2025-11-25T16:48:51.049-06:00
Duration: 8 min 42 s

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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.

Ellerbroek: GOOGL has ‘So Many Strengths’ in AI; AMZN ‘Most Underappreciated’ AI Play

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