GEV vs TSM· which do the legends prefer?
TSM scores slightly higher (32 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.
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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