AMD vs GOOGL· which do the legends prefer?
This quarter the legends' collective actions clearly favor GOOGL (score 54 vs 0). That doesn't make AMD worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ MI-series accelerators offer a credible second source.
▼ Software ecosystem lags; share still small.
- Stanley Druckenmiller · Added+10
- Bill Ackman · Held+4
- David Tepper · Held+4
▲ Full-stack: Gemini + search + custom TPU.
▼ AI reshapes the search profit model.
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