According to @caprioleio, GOOG is surging because Google now leads in AI after leapfrogging OpenAI, backed by world-class custom chip and quantum computing teams, with META reportedly wanting Google’s chips, positioning AI plus Quantum as a powerful execution barbell for Google, source: @caprioleio on X, Nov 25, 2025. For traders, this thesis highlights momentum continuation risk in GOOG and relative strength potential among AI mega-cap equities tied to custom silicon and quantum roadmaps, source: @caprioleio on X, Nov 25, 2025. Crypto market angle: traders can monitor whether Big Tech AI leadership narratives act as sentiment catalysts for AI-themed crypto assets, using this author-cited catalyst as a watch trigger, source: @caprioleio on X, Nov 25, 2025.