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I’ll go with Google… they bought RUclips at 7 billion and now generates twice as much quarterly and more room to grow in the media sector (RUclips tv, partnership with nfl got some of that directv football market etc.). Also, they have Google suite which is growing at a faster pace than Microsoft suite…
Water cooling experience on a large scale is valuable. Any company just starting water cooling can expect to have a couple years of teething before they can scale up reliable. Also, they don't mention it directly, but just the experience of bringing very large amounts of power into a data center is valuable. They've been doing that for years and have a deep bench of engineering and support staff for new build outs. Sure the same is true to an extent for any cloud provider, including MS and AMZN. But newer AI players may need to farm their infrastructure out to one of these big boys.
On a 10 year bet I would go with Microsoft. They've evolved many times over a longer time frame, and it feels like they have their hands in all the cookie jars. Both are titans but it seems like when Google tries to cast a wider net with glasses, stadia, or the rest of the product graveyard.. just seems Microsoft is a better bet
agreed but its expensive currently. Though one could argue that Microsoft was always expensive, because it grows faster, while Google was always cheap.
@@CouchInvestor would love a analysis of the three trending companies in the space frontier (ASTS, LUNR, RKLB) to see your thoughts on if they are worthy long term investments or merely short term trades.
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I’ll go with Google… they bought RUclips at 7 billion and now generates twice as much quarterly and more room to grow in the media sector (RUclips tv, partnership with nfl got some of that directv football market etc.). Also, they have Google suite which is growing at a faster pace than Microsoft suite…
They bought it for $1.65B ;)
@@CouchInvestor correct 👍 I missed the 1. :)
I'd pick google
I would choose alphabet.
Water cooling experience on a large scale is valuable. Any company just starting water cooling can expect to have a couple years of teething before they can scale up reliable.
Also, they don't mention it directly, but just the experience of bringing very large amounts of power into a data center is valuable. They've been doing that for years and have a deep bench of engineering and support staff for new build outs.
Sure the same is true to an extent for any cloud provider, including MS and AMZN.
But newer AI players may need to farm their infrastructure out to one of these big boys.
For sure
Thanks for Alphabet video
Google is a verb!!!!!
Correct
On a 10 year bet I would go with Microsoft. They've evolved many times over a longer time frame, and it feels like they have their hands in all the cookie jars. Both are titans but it seems like when Google tries to cast a wider net with glasses, stadia, or the rest of the product graveyard.. just seems Microsoft is a better bet
agreed but its expensive currently. Though one could argue that Microsoft was always expensive, because it grows faster, while Google was always cheap.
Correct price to pay to outperform in 10 years
only have a few shares in Google. but been adding more whenever I can
Between Microsoft and Alphabet, I'd choose Alphabet now.
Same, very good business model
Google. They are both good investments but, I can only choose one.
need a video for what's going on with LUNR asap!
Never looked into the company but apparently NASA got them something
@@CouchInvestor would love a analysis of the three trending companies in the space frontier (ASTS, LUNR, RKLB) to see your thoughts on if they are worthy long term investments or merely short term trades.
Google owns 7.5% of SpaceX as well
I knew they owned a % but I didn't know it was still 7.5%
To buy both wouldn’t probably be a mistake.
That is true
I love your videos 🔥🔥🔥🔥
Thank you!
Both
Search only 465 billions, Why? That makes no sense at all
This gives you a margin to play with. I put a 10x PE and 25% NM. You can of course increase the multiple
Alphabet over Msft. Msft doesnt have tech to Capitalize AI wave. Ope AI will collaborate outside and make tect available to others.
Co Pilot, Azure?
Google over Microsoft
MAGS etf.
I went for MGK, didn't know this one!! cheers, I like that they don't have so much of Apple holdings
תודה רבה❤❤❤❤ מישראל
❤
Adobe or Google🤔
Google
id pick msft.
Microsoft!!!
Microsoft!
Any thoughts on the etf MAGS ?
Can't go wrong
very good yeah