AMZN vs MSFT· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMZN (score 98 vs 0). That doesn't make MSFT 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.

MSFT
Microsoft · Azure + Copilot

No score (not held by tracked investors)

Broadest enterprise AI distribution.

OpenAI dependency and compute costs.

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