GOOGL vs MU· which do the legends prefer?
This quarter the legends' collective actions clearly favor GOOGL (score 54 vs 22). That doesn't make MU worse — the score reflects disclosed actions, not a price forecast.
- Stanley Druckenmiller · Added+10
- Bill Ackman · Held+4
- David Tepper · Held+4
▲ Full-stack: Gemini + search + custom TPU.
▼ AI reshapes the search profit model.
- David Tepper · Added+10
▲ AI accelerators depend on HBM; tight supply lifts both volume and price.
▼ Highly cyclical; memory pricing swings sharply.
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