AMZN vs LRCX· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMZN (score 56 vs 16). That doesn't make LRCX worse — the score reflects disclosed actions, not a price forecast.
- Warren Buffett · Exited-12
- Cathie Wood · Added+10
- David Tepper · Added+10
▲ AWS monetizes AI; Trainium lowers cost.
▼ Heavy capex weighs on near-term profit.
- Philippe Laffont · Held+4
▲ Prime equipment beneficiary of memory capex; Coatue top-5.
▼ Cyclical orders; China export controls.
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