BABA vs MU· which do the legends prefer?
This quarter the legends' collective actions clearly favor MU (score 22 vs 0). That doesn't make BABA worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ Leader in China cloud and open models, cheaply valued.
▼ Policy and growth volatility.
- David Tepper · Added+10
▲ AI accelerators depend on HBM; tight supply lifts both volume and price.
▼ Highly cyclical; memory pricing swings sharply.
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