MU vs PDD· which do the legends prefer?
The scores are close (22 vs 22) — the legends show no clear collective lean; layer logic and valuation matter more here.
- David Tepper · Added+10
▲ AI accelerators depend on HBM; tight supply lifts both volume and price.
▼ Highly cyclical; memory pricing swings sharply.
- Duan Yongping · Added+10
▲ High growth, strong cash flow, modest valuation.
▼ Competition, regulation, overseas-expansion risk.
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