STX vs TSM· which do the legends prefer?
This quarter the legends' collective actions clearly favor TSM (score 48 vs 16). That doesn't make STX worse — the score reflects disclosed actions, not a price forecast.
- Stanley Druckenmiller · Held+4
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
- Stanley Druckenmiller · Held+4
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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