GOOGL vs TSM· which do the legends prefer?
This quarter the legends' collective actions clearly favor GOOGL (score 54 vs 16). That doesn't make TSM 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 · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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