
NASDAQ:MSFT
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.
They reported this week. He added more shares. He reiterates that MSFT is the #1 play in AI.