META vs TSLA· which do the legends prefer?

This quarter the legends' collective actions clearly favor TSLA (score 40 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.

TSLA
Tesla · Optimus humanoid + manufacturing scale
CCS40Split
  • Cathie Wood · Held+4
  • Duan Yongping · New+12

Auto manufacturing and AI/FSD data feed Optimus’s path to scale.

Optimus’s timeline is uncertain; the valuation already prices in a lot.

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