GOOGL vs SNDK· which do the legends prefer?

This quarter the legends' collective actions clearly favor GOOGL (score 54 vs 24). That doesn't make SNDK worse — the score reflects disclosed actions, not a price forecast.

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Alphabet · Models + distribution + TPU
CCS54Split
  • Warren Buffett · Added+10
  • Stanley Druckenmiller · Exited-12
  • Bill Ackman · Held+4
  • David Tepper · Held+4

Full-stack: Gemini + search + custom TPU.

AI reshapes the search profit model.

SNDK
SanDisk · NAND flash
CCS24Weak
  • Stanley Druckenmiller · New+12

Top popularity gainer on the Goldman VIP list; new Druckenmiller stake.

Recently spun off — volatile, short history.

Want to compare other names? Compare·Compass Consensus Score

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