GOOGL vs MSFT· which do the legends prefer?
This quarter the legends' collective actions clearly favor GOOGL (score 86 vs 32). That doesn't make MSFT worse — the score reflects disclosed actions, not a price forecast.
- Warren Buffett · Added+10
- Stanley Druckenmiller · Held+4
- Duan Yongping · Held+4
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ Full-stack: Gemini + search + custom TPU.
▼ AI reshapes the search profit model.
- Bill Ackman · Held+4
- Duan Yongping · Held+4
▲ Broadest enterprise AI distribution.
▼ OpenAI dependency and compute costs.
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