GOOGL vs MSFT· which do the legends prefer?

This quarter the legends' collective actions clearly favor GOOGL (score 54 vs 0). That doesn't make MSFT worse — the score reflects disclosed actions, not a price forecast.

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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.

MSFT
Microsoft · Azure + Copilot

No score (not held by tracked investors)

Broadest enterprise AI distribution.

OpenAI dependency and compute costs.

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