AMZN vs STX· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMZN (score 68 vs 16). That doesn't make STX worse — the score reflects disclosed actions, not a price forecast.

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AMZN
Amazon · Cloud + custom silicon
CCS68Consensus
  • 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.

STX
Seagate · Data-center HDDs
CCS16Weak
  • Stanley Druckenmiller · Held+4

AI cold-data storage demand spills into high-capacity HDDs.

Substitution risk (QLC NAND) and enterprise-spend swings.

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