MSFT vs STX· which do the legends prefer?
The scores are close (24 vs 22) — the legends show no clear collective lean; layer logic and valuation matter more here.
- Philippe Laffont · Added+10
▲ Broadest enterprise AI distribution.
▼ OpenAI dependency and compute costs.
- Stanley Druckenmiller · New+12
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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