AMD vs AMZN· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMZN (score 98 vs 0). That doesn't make AMD worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ MI-series accelerators offer a credible second source.
▼ Software ecosystem lags; share still small.
- Warren Buffett · Held+4
- Cathie Wood · Added+10
- Stanley Druckenmiller · Added+10
- David Tepper · Added+10
- Philippe Laffont · Held+4
▲ AWS monetizes AI; Trainium lowers cost.
▼ Heavy capex weighs on near-term profit.
Want to compare other names? Compare →·Compass Consensus Score
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