中文翻译
$GOOGL 具有非对称上行潜力。张量处理单元(TPU) 只是搜索、Waymo、YouTube 及其他业务之外的一个“支线任务”。 $NVDA 若 AI 随机器人/智能体指数级爆发，且其新模型在训练/推理性能上大幅超越其他供应商，则上行空间更大。 由于无法预知结果，同时持有两者无妨，但 Google 显然是两者中风险较低的选择。
· 个股论点
对比GOOGL与NVDA，认为前者风险更低，后者潜在回报更高。
英文原文
$GOOGL for asymmetrical upside. TPUs is just a side quest among search, Waymo, YouTube, and less other things. $NVDA for much higher upside in case AI continues taking off exponentially with robotics/agents and they end up leapfrogging all other providers in both trading/inference performance in their newer models. Doesn’t hurt to own both since it’s impossible to know, but Google is clearly the less risky of the two