GEV vs STX· which do the legends prefer?
STX scores slightly higher (24 vs 16), but the gap is modest — each deserves its own research within its layer.
- 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 · New+12
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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