META vs MU· which do the legends prefer?

This quarter the legends' collective actions clearly favor MU (score 44 vs 0). That doesn't make META worse — the score reflects disclosed actions, not a price forecast.

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META
Meta · Ads + open models

No score (not held by tracked investors)

AI boosts ad efficiency and engagement.

Heavy capex; monetization takes time.

MU
Micron · High-bandwidth memory (HBM)
CCS44Split
  • 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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