MU vs TSLA· which do the legends prefer?
This quarter the legends' collective actions clearly favor MU (score 22 vs 0). That doesn't make TSLA worse — the score reflects disclosed actions, not a price forecast.
- David Tepper · Added+10
▲ 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)
▲ Auto manufacturing and AI/FSD data feed Optimus’s path to scale.
▼ Optimus’s timeline is uncertain; the valuation already prices in a lot.
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