GOOGL vs TSLA· which do the legends prefer?

This quarter the legends' collective actions clearly favor GOOGL (score 86 vs 32). That doesn't make TSLA worse — the score reflects disclosed actions, not a price forecast.

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Alphabet · Models + distribution + TPU
CCS86Strong consensus
  • 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.

TSLA
Tesla · Optimus humanoid + manufacturing scale
CCS32Weak
  • Cathie Wood · Held+4
  • Duan Yongping · Held+4

Auto manufacturing and AI/FSD data feed Optimus’s path to scale.

Optimus’s timeline is uncertain; the valuation already prices in a lot.

Want to compare other names? Compare·Compass Consensus Score

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