$Microsoft(MSFT.US)$Alphabet - C(GOOG.US)Some people might be scared off by Dan Bin's complete sell-off of Microsoft. Yes, Google's AI is more impressive, and those brokerage firms are after profits. In the short term, if it were me, I'd also go for Google. But think carefully: who makes the software that's used the most to open Gemini (might be misspelled)? I think everyone knows the answer—it's none other than Windows, Android, and Apple (Android being the little brother). Remember how Tencent Games won? It was because they had excellent user acquisition channels. This point might also apply to Microsoft, just afraid of ♾️ updates. The moat is solid. Moreover, compared to Duan Yongping, Dan Bin's total holdings are relatively small. Duan Yongping hasn't sold off, indicating the issue isn't major. In the short term, I might also chase Google or $Linde(LIN.US), check $Sandisk(SNDK.US)'s earnings report. If there's no problem, I'd lean more towards the higher certainty of $Linde(LIN.US), because it's unclear who will win in AI. Memory-compute integration still requires helium. Previously, my Microsoft position was a bit heavy, there's a chance to ➖

Personal opinion, not investment advice.