META vs MSFT· which do the legends prefer?
This quarter the legends' collective actions clearly favor MSFT (score 22 vs 0). That doesn't make META worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ AI boosts ad efficiency and engagement.
▼ Heavy capex; monetization takes time.
- Philippe Laffont · Added+10
▲ Broadest enterprise AI distribution.
▼ OpenAI dependency and compute costs.
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