GOOG is up x% since my contrarian "TPU Thesis" 4 months ago. Is the market finally pricing in the ASIC shift, and how high do you think it might go now?

Four months ago, I posted a contrarian thesis arguing that the market was drastically mispricing Google’s decade-long bet on custom silicon. [https://www.reddit.com/r/investing/comments/1mlui74/comment/nqu5z8q/](https://www.reddit.com/r/investing/comments/1mlui74/comment/nqu5z8q/)

It feels like the "Nvidia Tax" narrative is finally cracking, and Google is being recognised as the landlord of the new AI economy.

**My question to you:** Now that the infrastructure shift is undeniable, how much upside is left?

**Would love to hear your price targets and thoughts on the next 6 months.**

P.S. Thank you, Daddy Warren Buffett, for seeing what I could see. 🤝