AMAT vs STX· which do the legends prefer?
STX scores slightly higher (24 vs 16), 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.
- Stanley Druckenmiller · New+12
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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