BIDU vs LRCX· which do the legends prefer?
LRCX 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)
▲ Early bet on LLMs and robotaxi.
▼ Ad pressure; slow monetization.
- Philippe Laffont · Held+4
▲ Prime equipment beneficiary of memory capex; Coatue top-5.
▼ Cyclical orders; China export controls.
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