Are hyperscalers turning into a winner take most market? Should I buy more $GOOGL or diversify? Looking at the recent post-earnings action, Meta, Microsoft, and Amazon are taking a hit, while Google is absolutely ripping. I’m definitely not complainin. my only individual stock holdings are $GOOGL and $NVDA, with the rest of my portfolio in broad index funds Right now, it feels like Google is winning massively while the other hyperscalers are lagging behind. This price action got me thinking about the broader cloud and AI infrastructure space. **Does Google have some unique edge that can turn hyperscalers turning into a winner take most market if not winner take all?** The thing that stands out to me is that Google Cloud isn't just a landlord renting out Nvidia GPUs. They actually own the whole stack. Between their massive head start on custom silicon (TPUs and the new Axion CPUs) and their own endless data firehose (Search, YouTube, DeepMind), GCP seems to have a serious cost and compute advantage.…