AMAT vs GOOGL· which do the legends prefer?
This quarter the legends' collective actions clearly favor GOOGL (score 54 vs 16). That doesn't make AMAT worse — the score reflects disclosed actions, not a price forecast.
- Philippe Laffont · Held+4
▲ Spans logic + memory capacity growth; Coatue top-5.
▼ Same: cycles and geopolitics.
- Warren Buffett · Added+10
- Stanley Druckenmiller · Exited-12
- Bill Ackman · Held+4
- David Tepper · Held+4
▲ Full-stack: Gemini + search + custom TPU.
▼ AI reshapes the search profit model.
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