MSFT vs STX· which do the legends prefer?
MSFT scores slightly higher (32 vs 16), but the gap is modest — each deserves its own research within its layer.
- Bill Ackman · Held+4
- Duan Yongping · Held+4
▲ Broadest enterprise AI distribution.
▼ OpenAI dependency and compute costs.
- Stanley Druckenmiller · Held+4
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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