AMZN vs NVDA· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMZN (score 98 vs 42). That doesn't make NVDA 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.

NVDA
Nvidia · AI accelerator leader
CCS42Split
  • Duan Yongping · Added+10
  • David Tepper · Trimmed-8
  • Philippe Laffont · Trimmed-8

CUDA ecosystem + Blackwell ramp, strong pricing power.

Custom silicon and AMD competition siphon share.

Want to compare other names? Compare·Compass Consensus Score

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