BABA vs SNDK· which do the legends prefer?

This quarter the legends' collective actions clearly favor SNDK (score 24 vs 0). That doesn't make BABA worse — the score reflects disclosed actions, not a price forecast.

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BABA
Alibaba · Cloud + Qwen models
CCS0Weak
  • Duan Yongping · Exited-12

Leader in China cloud and open models, cheaply valued.

Policy and growth volatility.

SNDK
SanDisk · NAND flash
CCS24Weak
  • Stanley Druckenmiller · New+12

Top popularity gainer on the Goldman VIP list; new Druckenmiller stake.

Recently spun off — volatile, short history.

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