Coatue Investor Update

Everything Coatue Investor Update said on any show that made the record, most notable first. Each card names its show and opens the statement there.

SOURCERY Opinion

Coatue: The Magnificent Seven's Pecking Order Is Rapidly Reordering

“To me, it's a further indication that even within the Mac seven, the reordering of the pecking order is happening quickly.”

Coatue Investor Update May 15, 2026 ▶ 13:27 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea

SOURCERY Opinion

Coatue: Markets reward sellers of AI shortages, not buyers

“You can see that the market is really rewarding the sellers of the shortage, but it is not rewarding the buyers of the shortage because the profits are so high that the market is really focused on grabbing the short term profits.”

Coatue Investor Update May 15, 2026 ▶ 42:26 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea

SOURCERY Assertion Supported

Coatue: Most Mag Seven Stocks Underperformed Nasdaq, Three Down YTD

“Outside of Alphabet, so many of the Mac sevens have underperformed the Nasdaq by a lot. And in fact, three of them are down year to date.”

Coatue Investor Update May 15, 2026 ▶ 13:17 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea

One line per show, most statements first. The link opens Coatue's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
SOURCERYLEDGER		0 +1	3	—	full record on Sourcery →