Case Study By Xiaoxi Wang • Nov 11, 2025

Google or Amazon? A Case Study Using Duo Gravity Network Model

#stock-network #Bloomberg-alternatives #Google #GOOGL #Amazon #AMZN #tech-giants

When investors debate between Google ($GOOGL) and Amazon ($AMZN), traditional analysis often provides conflicting signals.

Both are tech giants with dominant market positions, making direct comparison challenging through conventional metrics. This is where KnotCord's gravity network model reveals the hidden institutional dynamics that drive these stocks.

Duo Network Comparison: $GOOGL vs $AMZN

Let's compare two networks centered on each stock as of November 11, 2025: Network 1 ($GOOGL) versus Network 2 ($AMZN).

Nodes in Net 1 only: $GOOGL (14 nodes)

  • AMZN
  • B
  • BKR
  • EWZ
  • GDX
  • GLW
  • HOOD
  • INTC
  • NEE
  • SGOV
  • SLV
  • XBI
  • XLE
  • XLF

Nodes in Net 2 only: $AMZN (14 nodes)

  • CAH
  • CHRW
  • COHR
  • DDOG
  • FSLR
  • GOOGL
  • HII
  • INSM
  • KEYS
  • ROK

Network Composition Insights:

  • Shared Foundation: Both networks share 50 common nodes, representing a substantial overlap in institutional investment patterns for these mega-cap tech leaders.
  • $GOOGL's Financial & Energy Exposure: Network 1 includes strong financial sector representation (XLF), energy exposure (XLE), gold miners (GDX), silver (SLV), and fintech (HOOD), suggesting institutional investors view GOOGL as more aligned with traditional market sectors and safe-haven assets.
  • $AMZN's Industrial & Cloud Focus: Network 2 includes industrial automation (ROK), defense (HII), solar energy (FSLR), cloud monitoring (DDOG), and biotech (INSM), indicating AMZN's positioning toward next-generation infrastructure and enterprise solutions.
  • Semiconductor Divergence: GOOGL's network includes Intel (INTC) and optical components (GLW), while AMZN's includes advanced instrumentation (KEYS) and optical networking (COHR), reflecting different approaches to computing infrastructure.

Shared Nodes: Force Comparison Analysis

Below are the 50 stocks shared by both networks, sorted by rank change from Network 1 ($GOOGL) to Network 2 ($AMZN). Stocks at the top show the strongest improvement in AMZN's network, while those at the bottom show the strongest decline. The force metrics reveal which stocks have stronger connections to each tech giant.

← Scroll horizontally to view all columns →
Symbol Type Force 1 ($GOOGL) Force 2 ($AMZN) Rank 1 Rank 2 Rank Change
CMI EQUITY 74.15 113.46 58 26 ↑32
TEL EQUITY 71.69 107.29 62 34 ↑28
HCA EQUITY 75.38 110.77 57 29 ↑28
CLS EQUITY 76.07 107.93 55 31 ↑24
PH EQUITY 84.9 121.26 39 18 ↑21
MCK EQUITY 71.47 95.87 63 44 ↑19
AXP EQUITY 73.67 97.99 59 42 ↑17
REGN EQUITY 77.52 107.17 52 35 ↑17
FDX EQUITY 80.11 107.99 47 30 ↑17
STX EQUITY 92.4 127.02 33 17 ↑16
MDB EQUITY 89.04 118.35 36 20 ↑16
CAT EQUITY 82.04 110.87 44 28 ↑16
CRWD EQUITY 84.39 113.19 41 27 ↑14
BE EQUITY 90.96 115.96 34 23 ↑11
SNOW EQUITY 104.13 147.56 24 14 ↑10
DIA ETF 94.75 120.56 29 19 ↑10
LITE EQUITY 71.29 92.04 64 54 ↑10
ISRG EQUITY 84.2 107.4 42 33 ↑9
AMAT EQUITY 84.62 107.49 40 32 ↑8
CIEN EQUITY 92.42 113.6 32 25 ↑7
LLY EQUITY 109.99 139.03 21 15 ↑6
JPM EQUITY 117.58 149.65 18 12 ↑6
APP EQUITY 98.94 117.18 27 22 ↑5
NVDA EQUITY 131.56 182.48 15 10 ↑5
MRVL EQUITY 115.87 131.64 20 16 ↑4
APH EQUITY 186.97 231.47 9 6 ↑3
AMGN EQUITY 77.7 94.6 51 49 ↑2
IBM EQUITY 146.12 183.34 11 9 ↑2
WDC EQUITY 142.14 175.19 13 11 ↑2
LRCX EQUITY 315.16 349.72 5 4 ↑1
QQQ ETF 226.01 189.42 8 8 -
GOOG EQUITY 3192.03 934.39 1 1 -
GS EQUITY 77.98 94.25 50 50 -
MU EQUITY 1490.15 485.87 2 3 ↓1
MS EQUITY 76.03 90.63 56 57 ↓1
SPY ETF 296.46 197.77 6 7 ↓1
WFC EQUITY 90.45 105.9 35 36 ↓1
AAPL EQUITY 973.08 301.38 3 5 ↓2
TMO EQUITY 79.3 93.38 48 51 ↓3
TSLA EQUITY 232.45 147.88 7 13 ↓6
IVV ETF 92.68 100.4 31 39 ↓8
AMD EQUITY 145.18 117.26 12 21 ↓9
AVGO EQUITY 78.46 90.1 49 58 ↓9
XOM EQUITY 139.76 115.75 14 24 ↓10
VOO ETF 82.32 88.31 43 61 ↓18
PLTR EQUITY 95.15 92.6 28 53 ↓25
XLV ETF 117.49 94.93 19 48 ↓29
GLD ETF 121.2 95.01 17 46 ↓29
BAC EQUITY 174.14 95.12 10 45 ↓35
TQQQ ETF 122.66 88.36 16 60 ↓44
Comparative Force Analysis: $GOOGL vs $AMZN Networks (Nov 11, 2025)

Key Performance Indicators:

  • $GOOGL's Memory Leadership: Micron (MU) demonstrates 3.1x stronger force in GOOGL's network (1,490.15 vs 485.87), while Apple (AAPL) shows 3.2x stronger force (973.08 vs 301.38), suggesting institutional investors view GOOGL as more closely tied to memory and consumer electronics ecosystems.
  • $AMZN's AI & Enterprise Strength: NVDA shows significantly stronger presence in AMZN's network (182.48 vs 131.56), while cloud infrastructure stocks like SNOW (147.56 vs 104.13) and IBM (183.34 vs 146.12) demonstrate AMZN's deeper institutional connections with enterprise computing.
  • Industrial & Healthcare Favor AMZN: Industrial leaders show dramatically stronger gravitational forces in AMZN's network: CMI jumps 32 ranks (74.15→113.46), TEL jumps 28 ranks (71.69→107.29), HCA jumps 28 ranks (75.38→110.77), and PH jumps 21 ranks (84.9→121.26), indicating institutional recognition of AMZN's logistics and operational infrastructure advantages.
  • Financial Sector Favors GOOGL: Traditional finance shows stronger alignment with GOOGL: BAC drops 35 ranks in AMZN's network (174.14→95.12), TQQQ drops 44 ranks (122.66→88.36), and GLD drops 29 ranks (121.2→95.01), suggesting institutions view GOOGL as more correlated with financial sector and market volatility hedges.

Key Takeaways

The gravity network model reveals distinct institutional positioning for these tech giants.

GOOGL demonstrates deeper connections with memory, consumer electronics, and financial sectors.

AMZN shows superior institutional backing in AI infrastructure, enterprise computing, industrial automation, and healthcare logistics.

The choice depends on your investment thesis: GOOGL for ad-driven revenue models with strong cash generation, or AMZN for operational infrastructure and enterprise cloud dominance.

KnotCord's gravity model provides a novel analytical perspective that reveals the hidden institutional preferences driving these mega-cap tech stocks.