Google's second-half 2027 estimates are underestimated if they secure more chip deals and sell TPUs to outside companies like Anthropic.

Moving on to Google. Start of the week at 343. Shares didn't do anything this week. Drifted lower, but then recovered a down about 0.4% just fractionally to 341.

This comes as Marvell Technologies. We're not talking about the comic books. We are talking about the custom semiconductor maker, often playing a backseat to the likes of Broadcom, even AMD.

Well, Marvell is jumping to the top of the list of Google as they signed a chip deal including issuing warrants to the company. We've seen this over at AMD. They had issue a huge chunk of the company to open AI and Meta.

Marvell doing the same with Google. This gives Google obviously a huge incentive to deal with Marvell because they essentially are allowed the right to buy shares of Marvell at just $206 per share.

I think don't quote me on this, but I think it was about 6% of the company. So if Marvell stock continues to rise and currently it's at 237, well Google of course would exercise those rights cuz they're getting the stock at a tremendous discount.

Also obviously incentivizes them to buy from Marvell to juice their revenue, to juice the stock price, and just make those warrants worth even more. You do have to factor that in as a shareholder as those rights essentially dilute you as a shareholder and in some ways can be a very expensive way to sell GPUs in the hottest chip market that we've ever seen.

Now Broadcom had an unusual week where they continued to be in the headlines on the heels of AMD potentially signing a deal with Google. This Marvell deal crossed and investors jumped to the conclusion that Broadcom must be getting designed out.

That is not the case at all. Related to Google, I actually think underestimated here is potentially Google's estimates for the

Related to Google, I actually think underestimated here is potentially Google's estimates for the second half of 2027. If they sign all these chip deals and they get more allocation not just from Broadcom, but they're signing Samsung, AMD, others, MediaTek working on their TPUs.

If they get more and more shipments of these things, their idea is they are selling these to Anthropic straight up outright. They're selling these to outside companies including Anthropic which is about to go IPO in the next 2 months is going to have a boatload of cash.

So I actually think the second half estimates over at Google are probably underestimated if they're able to pull this off.

Now, an unusual story here, Google won a $10 million dollar bid. $10 million to Google is like nothing. It's like $10 to you and I. They won a bid for Spirit Airlines. Not for Spirit Airlines business, not for Spirit Airline airplanes, or anything like that.

They bought their business data. So, Spirit Airlines goes bankrupt, they start auctioning everything off, and the data, all the flight records, all the, you know, internal documents, all the chat records, all the emails at the company, I mean, everything, goes to Google for $10 million.

What are they going to use it for? Well, of course, they're going to use it to train AI systems. Just a sign that your data, whether you're a bankrupt airline or you sitting on the end of this video listening to this, your data is ultra ultra valuable, and take that from somebody that is spewing the data freely and openly here on YouTube. So, clearly, I ain't valuing my data either.

Google, just chilling right on its 100-day moving average for sure. They've kind of gone sideways. My view, and if you obviously if you're an Equity Empire subscriber, you see me run down the technicals of it's actually more stocks than this.

It's almost like 75 stocks. And what we're starting to see with the charts is exactly what we saw after COVID. There was an epic run. There was, you know, an AI run, if you will, and then there was a period of sideways consolidation.

That is what it feels like. Sideways consolidation is not bad for anybody, particularly if you trade. It is some of the easiest formations, in my opinion.