It's also quite amazing that Google and NVIDIA have recently shown a trend of the East rising and the West falling. I remember that on the day when TPU was most hotly discussed, Google's stock price was around 327, and NVIDIA was around 182. At that time, I was also influenced by the news and considered whether to adjust my portfolio, but I held on and didn't move. However, in the long run, I am optimistic about both stocks. With the AI boom, both stocks have a bright future. In the long term, large model platform companies are still very promising to me. Among large model platforms, at the very least, Google is like NVIDIA in the chip industry—it won't lose. In the chip field, NVIDIA will always hold an important position due to its CUDA ecosystem. Google, with its full ecosystem and self-developed chips, is also destined to play a significant role in the large model ecosystem. When the time is right, I will increase my allocation to Google.

$NVIDIA(NVDA.US)$Alphabet - C(GOOG.US)