Zuck's Gambit: Is Meta Buying Google's AI Chips or Just Playing 4D Chess?
Alright, let's get real. Meta's supposedly considering a multi-billion dollar deal for Google's AI chips, according to some report that sent Nvidia (NVDA) stock tumbling. Nvidia stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips? Give me a break.
The whole thing stinks of corporate maneuvering. I mean, are we really supposed to believe Zuck suddenly loves Google? That's like expecting cats and dogs to start sharing a kibble bowl.
The Art of the Deal (Or Is It?)
So, Meta's in "discussions" to use Google's tensor processing units (TPUs). Discussions? That's what they call it when two tech giants circle each other like sharks, each trying to figure out how to screw the other over the least.
Analysts are all over the map, of course. One minute, they're saying Meta's a buy with an $800 price target. The next, they're slashing targets left and right. JPMorgan Chase cuts its target from $875 to $800? Roth Capital reissues a buy rating? Who are these guys kidding? It's all noise.
And don't even get me started on insider trading. Javier Olivan, the COO, dumps $312,386 worth of stock. Andrew Bosworth, the CTO, bails out with nearly $7 million. What does that tell you? Confidence? Yeah, right.
Meanwhile, these hedge funds are buying up shares like they're going out of style. Westchester Capital Management, Bare Financial Services... who even are these guys? Probably just riding the wave, hoping to make a quick buck before the whole thing implodes. Because let's be real, tech stocks are basically casinos in disguise.
Meta's stock price is up 3.2%? Big deal. The stock had previously closed at $594.25. It could be up 30% tomorrow, and I still wouldn't trust it further than I can throw a server rack. Offcourse, that's just my opinion...
The Metaverse Mirage
Zuckerberg's still pushing this metaverse nonsense, isn't he? Remember Horizon Worlds? Yeah, nobody else does either. It’s like a digital ghost town.
This whole AI chip thing is probably just another attempt to distract everyone from the fact that the metaverse is a money pit. He needs those AI chips to power…what? More avatars nobody asked for? More virtual real estate nobody wants to buy?
Meta's Q4 2025 guidance is EPS. So, what? They beat expectations last quarter by $0.51. They’re patting themselves on the back for a 26.2% increase in revenue. Meanwhile, they're selling off stock like it's going out of style.
And don't forget the dividend! A measly $0.525 per share. A whole $2.10 annualized. That's supposed to impress me? It's like throwing a penny at a homeless guy and expecting him to be grateful.
Then again, maybe I'm the crazy one here. Maybe Zuck really is playing some kind of next-level chess. Maybe he knows something we don't. But I doubt it.
Google's Got Something to Say...
And Google? What's their angle in all this? Are they really willing to sell their precious AI chips to the competition? Or are they just using Meta to drive up the price for someone else? Maybe Amazon (AMZN) or even Microsoft (MSFT) will swoop in and steal the deal.
The article mentions Nvidia stock taking a hit. Well, duh. Any hint of competition is going to send those investors into a panic. It's the nature of the beast. But let's be real, Nvidia's not going anywhere anytime soon. They're still the kings of the GPU hill.
But wait, are we really supposed to believe the folks at Nvidia ain't got something up their sleeves?
This Ain't No Gift Horse
Meta buying Google's AI chips? It's either a brilliant strategic move or a desperate attempt to stay relevant. Either way, I'm not buying it. Not the stock, and certainly not the hype.
