Rangwalla: Samsung and SK Hynix Generate More Cash Flow Than Hyperscalers
Jaimin Rangwalla · Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea · May 15, 2026 · at 32:35
Coatue CIO Jaimin Rangwalla explains how the semiconductor industry transitioned from a cyclical short target into a massive cash flow generator during the AI boom.
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“Samsung and Hynix together generate more cash flow than every hyperscaler.”
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