AMZN vs MU· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMZN (score 98 vs 22). That doesn't make MU worse — the score reflects disclosed actions, not a price forecast.

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AMZN
Amazon · Cloud + custom silicon
CCS98Strong consensus
  • 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.

MU
Micron · High-bandwidth memory (HBM)
CCS22Weak
  • David Tepper · Added+10

AI accelerators depend on HBM; tight supply lifts both volume and price.

Highly cyclical; memory pricing swings sharply.

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