AMZN vs MU· which do the legends prefer?
AMZN scores slightly higher (56 vs 44), but the gap is modest — each deserves its own research within its layer.
- Warren Buffett · Exited-12
- Cathie Wood · Added+10
- David Tepper · Added+10
▲ AWS monetizes AI; Trainium lowers cost.
▼ Heavy capex weighs on near-term profit.
- Stanley Druckenmiller · Added+10
- David Tepper · Added+10
▲ AI accelerators depend on HBM; tight supply lifts both volume and price.
▼ Highly cyclical; memory pricing swings sharply.
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