AMZN vs TSM· which do the legends prefer?
AMZN scores slightly higher (68 vs 48), 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.
- Stanley Druckenmiller · Held+4
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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