Is competition for Nvidia and OpenAI here? (Episode 88- Full Show 25NOV25)

Big bounce in tech yesterday lead by news out of Google that their Gemini 3 AI model is the best according to Marc Benioff and now META is looking to buy Googe chips over Nvidia. Is this going to upset the whole AI complex? Alibaba pops on earnings report. Not many portfolio moves but I have been sequentially buying up this one industrial staple that I believe is oversold. Looking at Dell, Working, and Zscaler charts prior to earnings on the Watchlist.