May. 21 at 12:22 AM
Gavin’s take on mag7
$NVDA $MSFT $GOOGL $META $AMZN
Absolutely NO reason NOT to own ALL five
Gavin's takes on Microsoft, Google, Meta, & Amazon:
Microsoft (
$MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made.
But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years.
The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI.
'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that.
He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible.
