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.
Why isn’t Nvidia’s consensus score high?
Many assume the hottest AI name must have the strongest consensus. The opposite is true: Nvidia’s Compass Consensus Score isn’t high because the legends **clearly disagree** — some add sharply while others trim in the same quarter. The score faithfully reflects the net direction of actions, and the disagreement is precisely the signal.
Who’s adding, who’s trimming
From the actions tracked here: Duan Yongping built Nvidia into a top-three position, while David Tepper and Coatue (Philippe Laffont) trimmed in the same window. Same name, opposite hands — not about who’s right, but a reminder that high-attention names often price in a lot of expectation, which is exactly why the split widens.
Turn the split into your checklist
When the legends split, the answer isn’t “who to follow” but “whose logic you find more convincing.” Nvidia’s stock page shows both sides’ notes and sources; the “NVDA vs …” compare pages put it side by side with higher-consensus names. Decide after the research, not by chasing heat.