NVDA vs TSM· which do the legends prefer?
This quarter the legends' collective actions clearly favor NVDA (score 42 vs 16). That doesn't make TSM worse — the score reflects disclosed actions, not a price forecast.
- 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.
- David Tepper · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
Want to compare other names? Compare →·Compass Consensus Score
Want to own what the legends own?
Once you’ve done the research, you’ll need a brokerage account for U.S. stocks. Common choices:
Popular with Chinese-speaking investors for U.S./HK stocks; quotes and community built in.
Learn more ↗U.S./HK brokerage for overseas Chinese investors with a friendly onboarding flow.
Learn more ↗The veteran global brokerage: low fees, broad market access, suited to long-term investors.
Learn more ↗This section contains referral links; we may earn a commission if you open an account through them. This does not affect our content and is not investment advice.