TikTok is a popular app where people can make and share short videos. Some big companies like Microsoft and Oracle might want to buy it, but the real winners could be Mark Zuckerberg and Sundar Pichai, who are the bosses of Facebook and Google. They already have a lot of power in the internet world, so buying TikTok could help them even more. Read from source...

- The title is misleading and clickbait, as it implies that Microsoft and Oracle are the most likely buyers of TikTok, but does not provide any evidence or data to support this claim. It also suggests that Zuckerberg and Pichai would be the real winners, without explaining why or how they would benefit from the deal.
- The article is poorly structured and lacks coherence, as it jumps from one topic to another without providing a clear connection or transition. For example, it starts with discussing the potential ban of TikTok in the US, then moves on to the possible buyers, then introduces Zuckerberg and Pichai as the real winners, without explaining how these topics are related or relevant to each other.
- The article contains several factual errors and inconsistencies, such as stating that Microsoft has a market cap of $1 trillion, when it is actually around $2 trillion, and saying that TikTok has over 2 billion users worldwide, when the actual number is closer to 800 million. These mistakes undermine the credibility and accuracy of the article and suggest a lack of research and attention to detail.
- The article uses emotional language and exaggeration to persuade the reader, such as calling TikTok a "national security threat" and a "spying tool", without providing any evidence or sources to back up these claims. It also implies that Zuckerberg and Pichai are somehow superior or more innovative than other tech leaders, without comparing their strengths and weaknesses or providing any examples of their achievements or challenges.
- The article has a clear bias and agenda, as it seems to promote the interests of Microsoft and Oracle, while disparaging or dismissing the potential competition from TikTok and its parent company, ByteDance. It also appears to favor Zuckerberg and Pichai over other tech giants, such as Amazon, Apple, or Google, without explaining why or how they would benefit from acquiring TikTok or collaborating with its rivals.

- Microsoft and Oracle are likely buyers of TikTok due to their strategic interests in expanding their cloud computing and digital advertising businesses, respectively. This is supported by the fact that both companies have been actively courting TikTok's parent company, ByteDance, for partnerships and collaborations. Additionally, Microsoft and Oracle are both well-positioned to absorb the potential regulatory and political risks associated with owning TikTok in the US market.

- However, the real winners in this scenario would be Facebook CEO Mark Zuckerberg and Alphabet CEO Sundar Piano, who oversee two of the largest social media platforms that compete directly with TikTok for user engagement and advertising revenue. By acquiring or partnering with TikTok's rival platforms, such as Triller, they would gain access to valuable user data, content creation tools, and distribution channels that could enhance their own products and services, as well as provide a more diverse and dynamic offering for their users and advertisers.

- The risks involved in this investment thesis include the possibility of regulatory hurdles, legal challenges, and political interference from the US government, which has expressed concerns over TikTok's data privacy and security issues. Furthermore, there is also a risk that TikTok may not be able to maintain its growth momentum or retain its user base in the face of increasing competition from other short-video platforms.

Final investment recommendation:

Given these factors, I would recommend a cautious approach to investing in Microsoft and Oracle as potential buyers of TikTok, while also considering the opportunities for Facebook and Alphabet to benefit from the rise of TikTok's rivals. A possible portfolio allocation could be:

- 30% Microsoft and Oracle combined
- 20% Facebook and Alphabet combined
- 50% diversified exposure to other short-video platforms, such as Triller, Vimeo, and BuzzFeed