LRCX vs SNDK· which do the legends prefer?
SNDK scores slightly higher (24 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.
- Stanley Druckenmiller · New+12
▲ Top popularity gainer on the Goldman VIP list; new Druckenmiller stake.
▼ Recently spun off — volatile, short history.
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