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 delivers market analysis during the firm's investor update, reviewing individual stock performance among the 'Magnificent Seven' relative to the broader Nasdaq index.
“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.”
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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