B. GOOGL for me. Meta may have the larger social distribution opportunity, but Google already sits much closer to commercial intent through Search, Shopping, YouTube and its broader ecosystem. If Gemini agents can move users from “search” to “act and transact”, Google has a clearer path to monetisation.
META could ultimately surprise if it converts its huge user base into commerce, but that requires changing user behaviour and proving transaction economics.
For now, I would rather own GOOGL for the AI-agent trend. It has both distribution and an existing monetisation engine to build upon.
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