Coatue Investor Update was not on this episode. A recording of them was played into it, so these
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A Coatue presenter analyzes market performance charts during the firm's investor update, discussing divergence among leading Big Tech stocks.
“To me, it's a further indication that even within the Mac seven, the reordering of the pecking order is happening quickly.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
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