AMD vs STX· which do the legends prefer?
AMD scores slightly higher (32 vs 16), but the gap is modest — each deserves its own research within its layer.
- Cathie Wood · Held+4
- Stanley Druckenmiller · Held+4
▲ MI-series accelerators offer a credible second source.
▼ Software ecosystem lags; share still small.
- Stanley Druckenmiller · Held+4
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
Want to compare other names? Compare →·Compass Consensus Score
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