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NASDAQ:MSFT
Owns and likes both, but MSFT gets the nod if you forced him to choose, because of its AI potential.
A lot of the trend right now is in AI, and MSFT will be the winner. They already have the platform, just increase the price and that's good for margins. Strong user-installed base that AI can leapfrog off of.
GOOG is more of an advertising company, and ads are coming back. Net margins of 25%, good growth. GOOG will have more work to do on the AI front. Given the recent price drop, there are worse companies to buy.
Though MSFT is up 32% this year vs. GOOG's 49%, he prefers MSFT, because Google fumbled their AI roll-out while MSFT will benefit more from AI, as offered in their suite of services and how it benefits their consumers. Both companies are strong with strong user bases and will benefit from AI.
Shares swooned after announcing AI in the spring, but AI development and adoption needed a few months to get going. Now, we see the revenues coming from Copilot AI. Shares will continue to rise.