BABA vs NVDA· which do the legends prefer?
This quarter the legends' collective actions clearly favor NVDA (score 42 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.
- Duan Yongping · Added+10
- David Tepper · Trimmed-8
- Philippe Laffont · Trimmed-8
▲ CUDA ecosystem + Blackwell ramp, strong pricing power.
▼ Custom silicon and AMD competition siphon share.
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