AMZN vs BABA· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMZN (score 98 vs 0). That doesn't make BABA worse — the score reflects disclosed actions, not a price forecast.
- 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.
No score (not held by tracked investors)
▲ Leader in China cloud and open models, cheaply valued.
▼ Policy and growth volatility.
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