AI investing — answers
Straight answers about AI stocks and legendary-investor consensus, from public 13F data. Refreshed each quarter, every figure dated.
Q. What is the Compass Consensus Score (CCS)?
CCS quantifies eight legendary investors’ disclosed moves on each AI stock into an explainable 0–100 score: a holders base, an action score (new/added positions add points, trims/exits subtract), and a cross-style bonus. The formula is fully published and refreshes each 13F season. It is an educational analytic, not a price prediction.
Q. Which AI stocks have the strongest legendary-investor consensus?
By the Compass Consensus Score, the current top three are AMZN (98), GOOGL (54), NVDA (42). A higher score means more of the tracked legends hold it and recent actions lean toward adding. See the full leaderboard on the consensus page.
Q. Are the legends more bullish or cautious on AI this quarter?
The AI Conviction Index is currently 54/100 (balanced), the mean Consensus Score across 4 consensus names, with net action adding. It summarizes disclosed positioning, not a market forecast.
Q. Which AI stock is held by the most legendary investors?
AMZN (Amazon) — held by 5 of the tracked investors, with a Consensus Score of 98.
Q. What AI does Buffett / Berkshire own?
Buffett’s AI-relevant holdings tracked here include: AMZN, AAPL. Known for a value style, Berkshire’s AI exposure leans toward cloud/platforms rather than a direct chip bet. See the investor profile for details.
Q. Nvidia vs Amazon — which do the legends prefer?
By Consensus Score, Amazon at 98 sits clearly above Nvidia at 42. The legends are split on Nvidia (some add, some trim) while Amazon is a cross-style consensus. The score reflects disclosed actions, not a price forecast.
Q. Is this investment advice?
No. Everything on this site — including the Consensus Score, holdings, and analysis — is for education and information only. It is not investment advice or an offer to buy or sell any security. Investing involves risk; do your own research and consult a licensed professional.
Q. Where does the data come from?
Public sources: quarterly SEC 13F filings, investors’ public interviews, and mainstream financial media. Every figure links to its source on-site; optional live quotes come from Finnhub (delayed, for reference only).
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