GOOGL revenue will surprise to the upside due to rapid TPU ramp-up and internal restructuring, though Gemini currently lags in AI tool usage.

Moving on to Google. Start of the week at $343. Shares were up and down, but finished flat at 343. The FTC is potentially scrutinizing YouTube for account suspension and content policies.

It's the Trump administration probably contends that maybe conservative voices or other voices get suspensions. I would as somebody that creates content here. I've never run into this issue.

Knock on wood. And thankfully, but I do sympathize with people that maybe push the envelope from an opinion or a

Now they are moving their AI risk team out of deep mind across broader restructuring over at Google as they continue to make headwinds here inside of the AI circles.

Gemini for sure has fallen back in tools that people use. It's definitely open AI anthropic as a two-horse race. You might mix in an open- source model. Even Grock is getting used to a certain degree.

Meta is trying to insert themselves in that discussion but Google has fallen back when it comes to Gemini at least at the top end.

One reason is potentially the company is too burdensed by safety and all these types of things. So there is a belief potentially splitting up the teams where you don't have a safety team monitoring kind of the advancing AI team. Maybe they can work in harmony a little better.

Now, thinking machines, which was co-founded more recently, could potentially go and join Alphabet as Deep Mind and Gemini continues a leadership restructure.

Now, Google could generate over $200 billion in TPU, which is their version of the GPU in related revenue. This is according to Morgan Stanley. This was published on August 25th, just three days ago.

However, on August 19th, almost two weeks ago, I said the same thing. Revenue estimates are probably too low for Google in the second half of 2027 as they are quickly ramping up TPU versions and partners to sell them in the ecosystems.

Now that Morgan Stanley's on the case, my guess is this will start to get priced into Google shares. But as you move into next year, don't be surprised if Google revenues surprise very much to the upside is I still don't think Wall Street fully understands what the company is going to do with these TPUs and how the revenue is going to show up a lot faster than people think.

Now, JP Morgan says they're increasingly positive on Grock. This should give you hope for AI companies that fall behind, like Google's Gemini.

Google just going sideways. We're seeing this across a lot of charts now. These stocks that had really nice runs, you're starting to go sideways. We saw this post pandemic as well.

You had those monster moves after pandemic and then there was a period where we did the show where we got on here and we were like sideways, sideways, sideways. That's where we're at now.