AMZN vs STX· which do the legends prefer?
This quarter the legends' collective actions clearly favor AMZN (score 56 vs 24). That doesn't make STX worse — the score reflects disclosed actions, not a price forecast.
- 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.
- Stanley Druckenmiller · New+12
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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