AMZN vs CRWV· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMZN (score 68 vs 0). That doesn't make CRWV worse — the score reflects disclosed actions, not a price forecast.
- Warren Buffett · Exited-12
- Cathie Wood · Held+4
- Stanley Druckenmiller · Held+4
- Bill Ackman · Held+4
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ AWS monetizes AI; Trainium lowers cost.
▼ Heavy capex weighs on near-term profit.
No score (not held by tracked investors)
▲ Direct beneficiary of AI compute scarcity.
▼ Concentration, leverage, depreciation risk.
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