GOOGL vs STX· which do the legends prefer?
This quarter the legends' collective actions clearly favor GOOGL (score 54 vs 24). That doesn't make STX worse — the score reflects disclosed actions, not a price forecast.
- 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.
- Stanley Druckenmiller · New+12
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
Want to compare other names? Compare →·Compass Consensus Score
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