I have an investment account (not retirement) that I put $500 in each month. Google has done very well for me over the last year, but I am thinking about switching to Nvidia this year. I missed the earlier surges with Nvidia and think it would be a great stock to add to my portfolio, but I also hate to walk away from Google.
I feel like Google may be nearing a plateau while Nvidia may have another rally left in it. Any thoughts?
Google vs. Nvidia – which has the most upside going forward?
byu/judgetacocat ininvesting
Posted by judgetacocat
24 Comments
Google long term. no doubt. They are making their own TPU chips, not as reliant on NVIDIA over time.
**Google**
NVIDIA and Microsoft lost the AI war. After spending $200B on NVIDIA GPUs there is not a single dollar profit for Microsoft and Meta. Ever since Gemini Pro and Claude Code were released all investors are abandoning the Meta, Microsoft and Nvidia ship.
NVIDIA’s hardware is too slow and expensive. It’s ridiculous to spend $100B every year just to power your AI infrastructure. This will never be profitable.
The world has enough compute – all AI systems are running perfectly. There are zero reasons to continue spending hundreds of billions of dollars for NVIDIA gpus.
Why do you think Google is nearing a plateau?
Neither. I’m fully into Excite and 3dfx, these are great companies that aren’t going anywhere.
why choose, diversification (even minimal) is good, just start putting your future purchases toward nvidia. I would not sell google just to buy another single stock due to tax drag.
Neither. Rio Tinto Ltd. They mine the boron used to make the chips used by both companies. 🙂
RTNTF
I have about 40% of my savings in nvidia
GOOGL
One sells the shovel and the other sells (gives away) the gold. Both have upside but both are so big that they are not going to give you 5-10x returns in the next decade.
GOOGL.
nvidia is good but risky at this point, now it doesn’t have competitors but if that happens they could lose value.
googl is currently leader in almost all of its areas even with bloody competition.
it’s my point of view, i may be wrong
Why not buy index funds like VOO that track the market and invest in all the top companies including Google and Nvidia?
Google AI is inferior compared to Grok and GPT. I’ve recently installed a car engine and googled for torque specs and it gave me wrong answer most of the time. Anyone who think a search company can beat a chip company in making better chips is in a dreaming world.
What really excites me about Google is Waymo. They are doing very well and should start making a profit. There is a lot of upside. YouTube is an absolute beast, crushing all the other streamers including Netflix. They literally have a monopoly in ads and streaming. I do not see that changing any time soon.
Google
Google has most potential to meet software and hardware demand. They own the internet at this point so go with them
I have both but I’m higher on Google. This is because NVIDIA is a more narrow company and Google is in a ton of other areas besides AI and hardware. They are also in search, browsers, cloud hosting, ads, etc. I also think NVIDIA is overvalued in the moment solely based on its importance to AI. If AI crashes or changes in any way then NVIDIA tanks. But if any one area of Google tanks, it still has a ton of other areas that won’t go anywhere so it will survive.
If it was me, I wouldn’t overthink the plateau thing too much. Google’s been called dead or peaked like ten times in the last decade and it’s still here printing money. Ads aren’t sexy but they work. Cloud is slow but it’s there. AI stuff will probably just get bolted onto everything they already do. Not exciting, just steady.
Nvidia feels like momentum plus fundamentals mixed together. Amazing company, no doubt. But you’re buying into something where everyone already agrees it’s amazing. That’s fine, just means bigger swings. People say long term then panic on a bad quarter. Happens every time.
Monthly investing though? I’d probably just split it. Or do 3 months Google, 3 months Nvidia, whatever. Trying to time which one has more upside usually just ends in stress for no reason. Also half those articles are written by people who owned the stock already. Funny how that works.
Anyway, both are solid. The real risk is jumping back and forth every few months because vibes changed. That’s the part that actually kills returns.
Google will be 800 a share in 2 years.
Both companies require large amounts of silver for data centers/AI/microchips…400% gain in 3 years with increasing demand and limited supply. So invest in something both companies need to exist IMO. Between the 2 stocks, I would lean towards Nvidia. Browsers are becoming a dime a dozen…advanced microchips are not.
NBIS
Google vs Nvidia is pure speculation. I would recommend reading Bogleheads guide to investing to learn to build an investment portfolio for long term investing.
Nothing wrong with investing in both. Both have good earnings forecasts.
i think the reverse, nvidia is nearing plateau and google has room. no one really knows. you think jenson knew about ai 3 years ago in that the investment in it would grow, come on
Definitely Nvidia. LLMs are a giant money pit and full of fierce competition, essentially a race to the bottom in pricing.
Nvidia wins regardless of who wins the LLM wars. Google still relies heavily on Nvidia for training, their TPUs are mainly used for inference(running the models for customers)