Coatue October 2025 State of the Markets Update
60 Pages on Public Markets every investor should read
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1) AI continues to drive markets higher while...
2) In addition, new names are winning the AI Race
3) The market is very expensive, but...
....
6) Coatue is not selling, the AI Bull Case
7) Coatue ROIC Math on AI
8) AI Bull and Bear Case comparison
9) AI Apps Landscape
@gorgonzola_1@bussalobill Curious on consumption order. Thinking DC then cracked surfside and once the DC is gone the la croix is enjoyed on/off with surfside. Miller for desert
Really thoughtful of the libs to hold a "No Kings" party for President Trump's birthday today to remind everyone of why the entire country rejected Democrat tyranny 7 months ago 😁 🇺🇸
An NFL assistant coach on Shedeur Sanders:
“The worst formal interview I’ve ever been in in my life. He’s so entitled. He takes unnecessary sacks. He never plays on time. He has horrible body language. He blames teammates, but the biggest thing is, he’s not that good.”
(via @TomPelissero)