MU vs NVDA· which do the legends prefer?
This quarter the legends' collective actions clearly favor NVDA (score 76 vs 32). That doesn't make MU worse — the score reflects disclosed actions, not a price forecast.
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ AI accelerators depend on HBM; tight supply lifts both volume and price.
▼ Highly cyclical; memory pricing swings sharply.
- Cathie Wood · Held+4
- Duan Yongping · Held+4
- David Tepper · Held+4
- Michael Burry · Held+4
▲ CUDA ecosystem + Blackwell ramp, strong pricing power.
▼ Custom silicon and AMD competition siphon share.
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