CRWV vs MU· which do the legends prefer?
The scores are close (22 vs 22) — the legends show no clear collective lean; layer logic and valuation matter more here.
- Cathie Wood · Added+10
▲ Direct beneficiary of AI compute scarcity.
▼ Concentration, leverage, depreciation risk.
- 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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