AMAT vs BABA· which do the legends prefer?
AMAT scores slightly higher (16 vs 0), but the gap is modest — each deserves its own research within its layer.
- Philippe Laffont · Held+4
▲ Spans logic + memory capacity growth; Coatue top-5.
▼ Same: cycles and geopolitics.
- Duan Yongping · Exited-12
▲ Leader in China cloud and open models, cheaply valued.
▼ Policy and growth volatility.
Want to compare other names? Compare →·Compass Consensus Score
Want to own what the legends own?
Once you’ve done the research, you’ll need a brokerage account for U.S. stocks. Common choices:
Popular with Chinese-speaking investors for U.S./HK stocks; quotes and community built in.
Learn more ↗U.S./HK brokerage for overseas Chinese investors with a friendly onboarding flow.
Learn more ↗The veteran global brokerage: low fees, broad market access, suited to long-term investors.
Learn more ↗This section contains referral links; we may earn a commission if you open an account through them. This does not affect our content and is not investment advice.