GEV vs MSFT· which do the legends prefer?
This quarter the legends' collective actions clearly favor MSFT (score 32 vs 0). That doesn't make GEV worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ Direct beneficiary of the data-center power gap; a Coatue top-5 holding.
▼ Long order cycles; high expectations already priced in.
- Bill Ackman · Held+4
- Duan Yongping · Held+4
▲ Broadest enterprise AI distribution.
▼ OpenAI dependency and compute costs.
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