BIDU vs STX· which do the legends prefer?
This quarter the legends' collective actions clearly favor STX (score 24 vs 0). That doesn't make BIDU worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ Early bet on LLMs and robotaxi.
▼ Ad pressure; slow monetization.
- Stanley Druckenmiller · New+12
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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