META vs TSM· which do the legends prefer?
This quarter the legends' collective actions clearly favor TSM (score 32 vs 0). That doesn't make META worse — the score reflects disclosed actions, not a price forecast.
No score (not held by tracked investors)
▲ AI boosts ad efficiency and engagement.
▼ Heavy capex; monetization takes time.
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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