AMZN vs SNDK· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMZN (score 56 vs 24). That doesn't make SNDK worse — the score reflects disclosed actions, not a price forecast.

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AMZN
Amazon · Cloud + custom silicon
CCS56Split
  • 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.

SNDK
SanDisk · NAND flash
CCS24Weak
  • Stanley Druckenmiller · New+12

Top popularity gainer on the Goldman VIP list; new Druckenmiller stake.

Recently spun off — volatile, short history.

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