Nov 25 • Pre Market
11/25/2025 - GOOG vs The Chips
GOOG yesterday came out and announced it had its own chips that were more cost-effective and performant for specific use cases.
This sent GOOG up and the chips (besides AVGO) down.
This creates a new, really interesting story for NVDA and AMD that is already bringing some volatility.
Now, it may be time to say goodbye to the VIX inverse correlation and hello to the GOOG vs. chip correlation. However, there isn't that tight of a correlation at the moment, but rather some fear in these names.
I'm not exactly sure at this time what is to come from these names, but at the very least, it will be where my attention goes today.
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11/25/2025 - GOOG vs The Chips
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