AMAT vs GEV· which do the legends prefer?
The scores are close (16 vs 16) — the legends show no clear collective lean; layer logic and valuation matter more here.
- Philippe Laffont · Held+4
▲ Spans logic + memory capacity growth; Coatue top-5.
▼ Same: cycles and geopolitics.
- Philippe Laffont · Held+4
▲ Direct beneficiary of the data-center power gap; a Coatue top-5 holding.
▼ Long order cycles; high expectations already priced in.
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