LRCX vs TSLA· which do the legends prefer?
This quarter the legends' collective actions clearly favor TSLA (score 40 vs 16). That doesn't make LRCX worse — the score reflects disclosed actions, not a price forecast.
- Philippe Laffont · Held+4
▲ Prime equipment beneficiary of memory capex; Coatue top-5.
▼ Cyclical orders; China export controls.
- Cathie Wood · Held+4
- Duan Yongping · New+12
▲ Auto manufacturing and AI/FSD data feed Optimus’s path to scale.
▼ Optimus’s timeline is uncertain; the valuation already prices in a lot.
Want to compare other names? Compare →·Compass Consensus Score
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