Insights
Turning legendary investors’ disclosed moves into judgments you can use. Data-driven, sourced, updated quarterly.
Is Nvidia still a buy? Start with what 8 legendary investors actually did
The Nvidia bull/bear debate is endless. Skip the opinions, read the actions: Duan Yongping added sharply while Tepper and Coatue trimmed — the disagreement itself is the signal. We reconstruct the legends’ split on NVDA from public 13F filings.
Read →Which AI stocks have the strongest investor consensus? The leaderboard
Instead of one analyst’s call, look at eight legendary investors’ collective actions. The Compass Consensus Score turns their public 13F into a 0–100 score per AI stock, refreshed quarterly — a different lens on “consensus AI leaders.”
Read →What AI does Buffett own in 2026? Berkshire’s AI exposure, decoded
Buffett “avoids tech”? Berkshire’s real AI exposure hides in cloud and platforms. We decode his AI-related holdings from public 13F filings and compare them with seven other legends.
Read →Duan Yongping’s 2026 AI bets: a gradual shift from Apple toward AI
A value investor anchored in Apple and Berkshire, Duan Yongping tilted toward AI from 2026 — adding Nvidia sharply, opening AI-software positions, and holding PDD. We reconstruct his AI sleeve from disclosed actions.
Read →Cathie Wood / ARK’s 2026 AI bets: compute, cloud, and the next generation
Growth-style investor Cathie Wood bets on AI very differently from the value camp: next-generation compute and cloud infrastructure. High volatility often means high disagreement — the Consensus Score shows whether her names are consensus or a lone bet.
Read →AI’s most overlooked winners: power, nuclear, and second-order exposure
AI ends at electricity. Soaring compute drives data-center power demand, turning energy, nuclear, and the grid into second-order AI beneficiaries — a thread chip-chasers often miss. We examine it through a long-term lens and the legends’ disclosed positioning.
Read →How to “copy” a 13F: the right way to mirror the legends — and 3 traps
“Copy the legends’ homework” sounds easy but is full of traps: 45-day lag, longs-only disclosure, no cost basis. We explain what a 13F is, three common traps, and the right way — consensus over any single holding.
Read →Is AI a bubble? Don’t read opinions — read where the legends put real money
The “AI bubble” debate never settles. Instead of opinions, quantify the legends’ actual moves: the AI Conviction Index measures how strongly eight investors back AI this quarter, while the split on Nvidia shows the market is far from a single answer.
Read →Why David Tepper bets big on Amazon: the “AI monetization” thesis
While many chase chips, Appaloosa’s David Tepper made Amazon a top position while trimming Nvidia and AMD — a “bet on AI monetization, not the compute arms race” thesis. We decode it with disclosed actions and the Consensus Score.
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