AMD vs BIDU· which do the legends prefer?

This quarter the legends' collective actions clearly favor AMD (score 22 vs 0). That doesn't make BIDU worse — the score reflects disclosed actions, not a price forecast.

Share:
AMD
AMD · Challenger
CCS22Weak
  • Cathie Wood · Added+10

MI-series accelerators offer a credible second source.

Software ecosystem lags; share still small.

BIDU
Baidu · Ernie models + autonomous driving

No score (not held by tracked investors)

Early bet on LLMs and robotaxi.

Ad pressure; slow monetization.

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