Next month Google is going pass Nvidia as the world's #1 valued company

Hey everyone, just wanted to share my next play because I believe Google is still mispriced heading into earnings. For those who saw my prediction two weeks ago about Intel hitting $50, that analysis was accurate and happy to see we all printed. I am seeing a similar, if not stronger, setup here. The math is straightforward. Right now, the market cap gap between Google and Nvidia is just 15%. If Google hits a target of $390 on earnings, its market cap jumps to $4.9 Trillion, surpassing Nvidia. If the earnings beat is strong, we could see Google retake the #1 most valuable company spot on February 4th. Here is the breakdown of why: 100% Mobile Dominance Gemini has crossed 450 Million Monthly Active Users, former rival Apple effectively yielded in the AI race. Instead of trying to compete, they decided to buy Gemini integration for the iPhone. Think about the scale of that win: Google now powers the AI on 3 billion Android devices AND the entire iOS ecosystem. They have effectively captured 100% of the mobile native AI market. Wall Street analyst targeting $400 It's not just retail hype, just look at the upgrades from the last few weeks: Raymond James: Upgraded to "Strong Buy" with a $400 price target. Pivotal Research: Reaffirmed their buy rating with a Street-high $400 price target. Canaccord Genuity: Raised their price target to $390. These firms have access to channel checks we don't. When multiple major banks converge on $400 right before earnings, it’s a strong signal. They have their own chips, and they're amazing Critics point to high capital expenditure, but they overlook that Google has built its own TPU chips for a decade, avoiding the "Nvidia tax" that hurts Meta and Microsoft. More importantly, rumors are circulating that Google intends to start selling these chips to other hyperscalers. Can you imagine Microsoft or Meta running on Google silicon? If they confirm this new revenue stream, Google becomes a top-tier chip supplier overnight. Revenue is 2x Nvidia Over the last 12 months: Google Revenue: \~$385 Billion Nvidia Revenue: \~$175 Billion Google generates $200 BILLION more in annual sales than Nvidia,p. It is priced like a utility company despite growing like a startup. Cloud & Pixel & Waymo are Accelerating People forget Google has other massive growth engines. Google cloud is a cash cow growing rapidly. Pixel 10 sales increased 28% in September, stealing direct market share from Samsung. Meanwhile, Waymo is the only autonomous company generating real revenue, crossing 450,000 paid rides per week. These aren't side projects anymore, they are cash-generating businesses. Tldr Google is to become the world's largest company, it has everything going for it. AI, cloud, search, youtube, autonomous cars, chips, And all of this not yet priced in. I know most of you are already Google holders, so good luck to us all Rest of you are welcome to join the ride