AMZN vs MU· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMZN (score 68 vs 32). That doesn't make MU 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.
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ AI accelerators depend on HBM; tight supply lifts both volume and price.
▼ Highly cyclical; memory pricing swings sharply.
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