AMAT vs AMD· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMD (score 32 vs 0). That doesn't make AMAT worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ Spans logic + memory capacity growth; Coatue top-5.
▼ Same: cycles and geopolitics.
- Cathie Wood · Held+4
- Stanley Druckenmiller · Held+4
▲ MI-series accelerators offer a credible second source.
▼ Software ecosystem lags; share still small.
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