BABA vs META· which do the legends prefer?
The scores are close (4 vs 0) — the legends show no clear collective lean; layer logic and valuation matter more here.
No score (not held by tracked investors)
▲ Leader in China cloud and open models, cheaply valued.
▼ Policy and growth volatility.
- Philippe Laffont · Trimmed-8
▲ AI boosts ad efficiency and engagement.
▼ Heavy capex; monetization takes time.
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