GEV vs NVDA· which do the legends prefer?
This quarter the legends' collective actions clearly favor NVDA (score 42 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.
- Duan Yongping · Added+10
- David Tepper · Trimmed-8
- Philippe Laffont · Trimmed-8
▲ CUDA ecosystem + Blackwell ramp, strong pricing power.
▼ Custom silicon and AMD competition siphon share.
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