The Analysts

Call · @oguzerkan · #249 on the leaderboard

@oguzerkan

@oguzerkan · Fri, Aug 14

Oguz Erkan@oguzerkan
It’s hard to understand why Berkshire, or anybody, picks $GOOG over $MSFT. Search is now guaranteed to be disrupted over time and cloud growth will compensate for it first before being net positive. $MSFT software won’t be disrupted, to the contrary, it’s benefitting from AI by
21d agoview on X ↗

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Read as

Long MSFT, Exit GOOG · High confidence

Confidence

High0.95

Counted from

Mon, Aug 17 · market close

Rank since this call

#161 → #249 · 7 scored days

#161

Aug 28

#158

Aug 29

#157

Aug 30

#220

Aug 31

#310

Sep 1

#230

Sep 2

#249

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.