John Tran

Software Engineer. Aspiring Indie Hacker.

[Molly O’Shea @MollySOShea]

NEW: Exclusive Interview with Jaimin Rangwalla, Chief Investment Officer of Public Investments at Coatue

In @coatuemgmt's Spring 2026 Investor Update, Jaimin walks through the unexpected winners of the AI cycle: memory, optical, CPUs, & the infrastructure layer quietly outperforming the Mag 7.

We cover:
- Why Coatue is "following the gigawatts"
- Private companies breaking into the global top 25 pre-IPO (OpenAI, Anthropic, SpaceX)
- Cash flow transferring from hyperscalers to AI infrastructure
- The $12T funding engine behind the AI buildout
- Sellers of shortage vs. buyers of shortage
- The Token Economy
- The CPU/GPU flip reshaping compute demand
- Coatue's $6T+ AI market estimate
- Agents launching agents / "1,000 analysts working 24/7"

Read the full deck & watch the update replay below

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Jaimin Rangwalla, CIO of Public Investments at Coatue
(00:56) Inside Coatue HQ
(02:48) Investor Update Kickoff
(04:36) Mapping the AI Stack
(06:02) Why Supply Stays Tight
(07:03) How Jaimin's Became CIO
(10:43) Private Giants vs Mag 7
(12:40) Market Breadth and Reordering
(15:24) Where AI Revenue Comes From
(17:04) Tokens and Economy
(19:43) Agents Change Everything
(21:58) OpenClaw Explained
(24:49) Memory Demand Explosion
(27:12) Architecture Shifts Ahead
(27:24) Agents Gain Memory
(27:58) CPU Demand Surge
(28:38) CPU GPU Ratio Flip
(30:21) Key Chip Players
(30:45) Intel Comeback Thesis
(31:41) Semis Go Mainstream
(33:24) Nvidia Mania and GTC
(33:59) Tracking Data Center Buildouts
(35:21) Jobs Lost and Created
(37:30) Sellers Versus Buyers
(40:54) Optical Breakouts
(41:27) Bottlenecks Everywhere
(44:48) Sentiment Versus Fundamentals
(47:10) Handling Volatility
(49:17) Finding New Leaders
(51:18) Trillion Dollar IPOs
(52:48) Risks and Disruptions
(55:00) Coatue Growth Story
(55:58) Staying Curious to Win

[rektober @rektober]

damn president Xi rly knows what Trump likes

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Breaking: Trump owned DELL the entire time

On May 8th, Trump said "Go out and buy a Dell, they're great"

$DELL jumped 12% that day

What he didn't mention:
• He had already bought up to $5,000,000 in $DELL on February 10th
• Then bought more on March 2nd
• Then again on March 11th
• Then once more on March 23rd

The disclosure became public 4 days after the endorsement

[Carnivore Aurelius ©🥩 ☀️🦙 @AlpacaAurelius]

you need to be delusionally optimistic

negative thinking poisons your brain and leads to congitive decline

whereas positive thinking, and gaslighting yourself into thinking everything is amazing, ACTUALLY makes your life amazing too.

you must be a silly goose

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC

AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8

Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company

Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas

Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti

Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat

Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines

Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels

AVs & Robotics
$TSLA Tesla
$AMZN Amazon

Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy

Never miss the leading stocks again:
https://t.co/8sdF5htwKA

[Lin @Speculator_io]

Nvidia literally told where to invest:

IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $VRT $ETN
Power Electronics: $STM $ADI $MPWR $NVTS $ON
Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

[Claude @claudeai]

Introducing Claude Managed Agents: everything you need to build and deploy agents at scale.

It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days.

Now in public beta on the Claude Platform.

[Jesse Tevelow @jtevelow]

https://t.co/QJXQUuBz0E

[Shruti @heyshrutimishra]

https://t.co/PFLXeRXaIu

[John Tran @_johntran]

@shalevhvs AI

[Boris Cherny @bcherny]

I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit.

My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to use Claude Code: we intentionally build it in a way that you can use it, customize it, and hack it however you like. Each person on the Claude Code team uses it very differently.

So, here goes.

[Adi @AdiFlips]

There is a stupid amount of MONEY in this.

• Add /.json to the end of any Reddit URL
• Instantly get the entire thread
• Every reply (to n-th depth)
• All metadata
• Clean, structured JSON

Then:
• Feed it to an LLM
• Extract pain points
• Detect buying intent
• Surface patterns no human will manually read

Niche sub-reddits are unmined gold.

People literally tell you what they want. You just need to listen at scale.

[KNOX @knoxtwts]

spent 15 minutes on whop yesterday reverse engineering a product doing $1.3M/month.

trading signals. nothing revolutionary. just copy-paste telegram alerts.

do you know what blew my mind?

the entire business model was stolen from another guy who's doing $840k/month in the same niche. same funnel. same upsell structure. same affiliate stack.

(found this out because both programs use same funnels, same copy, same images, identical payment processors and the checkout pages have the same typo)

most mfs are out here trying to invent some groundbreaking new offer while people are printing money just cloning what already works.

whop is a cheat code and nobody wants to admit it.

sort by best-selling in ANY niche. sports betting. crypto. fitness. dating. whatever.

click the top 3 products. reverse engineer the whole operation in under 10 minutes.

what's their hook? what's the entry price? what upsells do they have? how are they layering monetization? what affiliates are they running?

most of these products have 3-7 revenue streams inside one offer. entry fee gets you in. upsell 1 is the "premium signals" upsell 2 is the "1-on-1 coaching" upsell 3 is affiliate links to trading platforms where they make 30% commission on every deposit.

the front-end product? $47/month.

the back-end? $8k-$15k per customer lifetime value.

(these numbers are visible if you know where to look btw)

and they're not doing anything unique. they just saw what was working and duplicated it with their own branding.

people think you need to reinvent the wheel. wrong. you need to find a wheel that's already rolling and build your own version.

took me 15 minutes to map out a $1.3M/month business model.

another 4 minutes to screenshot their funnel. another 3 minutes to identify their traffic sources.

if you mf think how, here's how:

1. google this - site:{funneldotcom}
2. put their funnel in merklemap to find any subdomain they are running

15 minutes total and i have the entire blueprint.

"but isn't that's just copying?"

yeah. that's business.

you think the second pizza place invented pizza? you think the third crypto signals group discovered a new strategy?

they saw money getting printed and said "i want some of that"

innovation is overrated. execution on proven models is underrated.

whatever. most people will keep trying to be original while someone else just duplicates their shit and makes more money doing it faster...

[Mike @LU7AN]

@BowTiedBull

[Nathan Covey @nathan_covey]

dear grok,

please show this to founders who are thinking of giving up

[Bowtied German || 🐓 @bowtiedgerman]

The rest is up to you

[John Tran @_johntran]

@quietly_rich QUIZ