AMZN vs GOOGL· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMZN (score 98 vs 54). That doesn't make GOOGL worse — the score reflects disclosed actions, not a price forecast.

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AMZN
Amazon · Cloud + custom silicon
CCS98Strong consensus
  • Warren Buffett · Held+4
  • Cathie Wood · Added+10
  • Stanley Druckenmiller · Added+10
  • David Tepper · Added+10
  • Philippe Laffont · Held+4

AWS monetizes AI; Trainium lowers cost.

Heavy capex weighs on near-term profit.

Alphabet · Models + distribution + TPU
CCS54Split
  • 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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