LRCX vs MSFT· which do the legends prefer?
MSFT scores slightly higher (22 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.
- Philippe Laffont · Added+10
▲ Broadest enterprise AI distribution.
▼ OpenAI dependency and compute costs.
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