November's Tech Shake-Up: Google vs. Nvidia Divergence

57
November marked the widest divergence yet between Google and Nvidia NVDA . Nvidia’s pullback wasn’t just routine profit-taking—markets started pricing in a strategic shift by hyperscalers potentially moving away from GPU-only AI stacks. This narrative could dilute Nvidia’s moat, while bolstering demand for diversified AI infrastructure players like Google.

📊 GOOGL Setup: Strong Fundamentals, Strategic Support

Google remains fundamentally strong and technically well-supported. With earnings resilience and infrastructure independence, GOOGL may outperform if tech rotation accelerates. The stock is sitting above a clear demand zone, offering a calculated risk-reward play.

🔔 Trade Idea

Entry Zone: $252 – $256 (support area)
Take Profit 1: $292
Take Profit 2: $327
Stop Loss: $225

📌 This aligns with multi-month support and potential breakout continuation.

면책사항

해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.