GOOGL vs NVDA· which do the legends prefer?
GOOGL scores slightly higher (86 vs 76), but the gap is modest — each deserves its own research within its layer.
- 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.
- Cathie Wood · Held+4
- Duan Yongping · Held+4
- David Tepper · Held+4
- Michael Burry · Held+4
▲ CUDA ecosystem + Blackwell ramp, strong pricing power.
▼ Custom silicon and AMD competition siphon share.
Want to compare other names? Compare →·Compass Consensus Score
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