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

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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.

כתב ויתור

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