MU vs PDD· which do the legends prefer?
This quarter the legends' collective actions clearly favor MU (score 32 vs 0). That doesn't make PDD 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.
No score (not held by tracked investors)
▲ High growth, strong cash flow, modest valuation.
▼ Competition, regulation, overseas-expansion risk.
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