AMZN vs NVDA· which do the legends prefer?
NVDA scores slightly higher (76 vs 68), but the gap is modest — each deserves its own research within its layer.
- 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.
- Cathie Wood · Held+4
- Duan Yongping · Held+4
- David Tepper · Held+4
- Michael Burry · Held+4
▲ CUDA ecosystem + Blackwell ramp, strong pricing power.
▼ Custom silicon and AMD competition siphon share.
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