BABA vs STX· which do the legends prefer?
STX scores slightly higher (16 vs 0), but the gap is modest — each deserves its own research within its layer.
No score (not held by tracked investors)
▲ Leader in China cloud and open models, cheaply valued.
▼ Policy and growth volatility.
- Stanley Druckenmiller · Held+4
▲ AI cold-data storage demand spills into high-capacity HDDs.
▼ Substitution risk (QLC NAND) and enterprise-spend swings.
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