Alphabet or Microsoft?

Grazo: Microsoft is now a two trillion dollar company and one has to wonder how meaningful this will be maybe 10 years from now. At current levels, Microsoft is trading close to 25 times next year's numbers, assuming that they make that. And if you go back and listen to the conference call, there's still some question as to whether or not they're going to get there. Grazo: Google collapsed on such a bad outing when they showed off what they did have, which showed what they didn't have. So right here right now, I would go with Alphabet only because the damage was overdone.