AMZN vs TSLA· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMZN (score 98 vs 0). That doesn't make TSLA 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.

TSLA
Tesla · Optimus humanoid + manufacturing scale

No score (not held by tracked investors)

Auto manufacturing and AI/FSD data feed Optimus’s path to scale.

Optimus’s timeline is uncertain; the valuation already prices in a lot.

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