CRWV vs META· which do the legends prefer?
This quarter the legends' collective actions clearly favor META (score 32 vs 0). That doesn't make CRWV worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ Direct beneficiary of AI compute scarcity.
▼ Concentration, leverage, depreciation risk.
- Bill Ackman · Held+4
- David Tepper · Held+4
▲ AI boosts ad efficiency and engagement.
▼ Heavy capex; monetization takes time.
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