GEV vs MU· which do the legends prefer?
This quarter the legends' collective actions clearly favor MU (score 44 vs 16). That doesn't make GEV worse — the score reflects disclosed actions, not a price forecast.
- Philippe Laffont · Held+4
▲ Direct beneficiary of the data-center power gap; a Coatue top-5 holding.
▼ Long order cycles; high expectations already priced in.
- Stanley Druckenmiller · Added+10
- 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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