AMZN vs CRWV· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMZN (score 98 vs 22). That doesn't make CRWV 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.
- Cathie Wood · Added+10
▲ Direct beneficiary of AI compute scarcity.
▼ Concentration, leverage, depreciation risk.
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