GOOGL expected to beat revenue/profit estimates next year due to unpriced TPU sales and strong position in practical AI applications.

We have seen judgments against Meta, Google, Microsoft and all these companies over the years, and billions of dollars in lawsuits that they have all lost.

All I know is that this opens the door wide for rational, business-minded companies like Meta, Google, Microsoft, Nvidia, SpaceX, or any number of such companies that could come in here.

This is not the case with Amazon. This is not the case with Meta. This is not the case with Google. This is not the case with Apple. This is not the case with Google.

Turning to Google, it started the week at 340, and shares rose 1.3% this week to 344. This comes as a cloud startup called Crocs AI, which is backed by Google and I think Blackstone too, secured $22 billion in bank loans to buy, guess what?

Google's Tensor Processing Units (TPUs) . So, this is the true definition of circular finance.

But one thing I'm thinking about regarding these TPU units is your view of Google's revenue estimates for next year. I mean, they are taking into account the search business, the Google cloud business, and that kind of growth .

But when we sell systems worth millions of dollars that go to these data centers, a large portion of that $22 billion will go directly back to Google . It's difficult to make a tangible difference from a revenue perspective at Google, but I think these TPU sales are not fully priced yet, and I expect Google to surprise us next year with an increase in revenue and profits.

Now, Google is launching new "Gemini" models designed to improve conversational capabilities with voice agents. Well, this isn't cutting-edge technology, but if you look at Anthropic, they don't really have any voice agents.

So, this is a highly specialized technology, and frankly, this is what business users need. Google will quietly roll out AI models that cater to the needs of less developed groups.

It will be well-priced, fast and useful, and probably come without as much of the operational burden as ChatGBT and Anthropic models. Therefore, I believe this company continues to win in what I call the AI aspects , not at the forefront, but around the aspects of useful things.

I think that will become clearer as we move into next year.

This comes as the company's self-driving unit, Waymo, aims to launch a self-driving taxi service in the great city of Tokyo by 2027. I can imagine, although I have never visited it, but from watching videos online, I would bet that Tokyo will be one of the biggest markets when it comes to vehicles at some point .

Google's stock also declined and tested its 200-day moving average. You should put this on your graph . If you want to trade, or make short-term profits, even if you are trying to buy these stocks , many of you are watching this and buying.

You're just trying to buy these shares at a good price. You're always trying to buy Google, but you don't want to buy it at the top or anything like that. Just make the 200-day moving average visible on your chart .

This is the right time to buy. Note the last time he tested it and it rose well, and he did it again.