NVDA vs STX· which do the legends prefer?
NVDA scores slightly higher (42 vs 24), but the gap is modest — each deserves its own research within its layer.
- Duan Yongping · Added+10
- David Tepper · Trimmed-8
- Philippe Laffont · Trimmed-8
▲ CUDA ecosystem + Blackwell ramp, strong pricing power.
▼ Custom silicon and AMD competition siphon share.
- Stanley Druckenmiller · New+12
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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