LRCX vs META· which do the legends prefer?
META scores slightly higher (32 vs 16), but the gap is modest — each deserves its own research within its layer.
- Philippe Laffont · Held+4
▲ Prime equipment beneficiary of memory capex; Coatue top-5.
▼ Cyclical orders; China export controls.
- Bill Ackman · Held+4
- David Tepper · Held+4
▲ AI boosts ad efficiency and engagement.
▼ Heavy capex; monetization takes time.
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