WMB
47 posts


Coatue October 2025 State of the Markets Update
60 Pages on Public Markets every investor should read
Get the Full Deck below ⬇️
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

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@josemorgado Full blown panic attack.. give her a break… that is serious stuff
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@TheTennisLetter U dummies.. she is having a full blown panic attack.. serious stuff… give her a break and get her some help
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@DougKass @TheStreetPro @tomkeene @Ferrov @lisaabramowicz1 @ScottWapnerCNBC @CNBCFastMoney @HalftimeReport @Convertbond @business And what about Google - they make their smartphones in China / India? @JoeSquawk @BeckyQuick @andrewsorkin
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Break in!
President Trump threatens tariffs on Apple if iPhones are not made in the U.S..
Stock futures fall.
I just covered my Apple short -$7 at $195.4. @TheStreetPro @tomkeene @ferrov @lisaabramowicz1 @ScottWapnerCNBC @CNBCFastMoney @HalftimeReport @Convertbond @business
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@BeckyQuick @BruceBBailey Becky - you guys keep talking about S&P only down 8% - yet most of Mag 7 down 30% or more from highs in December !
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@BruceBBailey Bartended at Patty’s at Rutgers in New Brunswick. College kids mostly drank beer so it wasn’t too complicated. (Except a few older locals. I had to look up recipes in a drink book under the bar when they came in.) Congrats to the graduates there and best to your staff!
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@BeckyQuick we are having a busy graduation week at the bar. I let the staff unwind a bit after work. We are close to VT where Metallica played last night. I showed a lot of the younglings who you are and explained that you were a bartender. I made this clip.
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@markgurman @tim_cook @Apple
This is ridiculous… I am a long term shareholder and u need to get your house in order! Not acceptable…. How many engineers doing nothing? Time to clean house! Ridiculous and embarrassing… do better
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Anyone familiar with Apple’s AI projects, especially Siri, knew that something has been very wrong in that (increasingly important) part of Apple for a long time. None of these AI problems were a surprise to actual insiders, least of all that Apple Intelligence was going to be a mess, or that parts would be delayed.
"That’s why people within Apple’s AI division now believe that a true modernized, conversational version of Siri won’t reach consumers until iOS 20 at best in 2027.”
bloomberg.com/news/newslette…
bloomberg.com/news/newslette…
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@andy_murray @usopen @AustralianOpen @Wimbledon @rolandgarros @atptour @WTA @ITFTennis Why doesn’t the ATP put Andy in charge of the tour… he should probably do WTA as well.
He’s smart, caring and funny! And I think the players would love it!
Need someone on top with a brain… put the players first (finally) and get rid of the over payed execs at the top.
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@andy_murray @usopen @AustralianOpen @Wimbledon @rolandgarros @atptour @WTA @ITFTennis Why doesn’t the ATP put Andy in charge of the tour… he should probably do WTA as well.
He’s smart, caring and funny! And I think the players would love it!
Need someone on top with a brain… put the players first (finally) and get rid of the over payed execs at the top.
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The tennis scheduling situation is a total mess. It looks so amateurish having matches going on at 2,3 4am👎 Sort it out @usopen @AustralianOpen @Wimbledon @rolandgarros @atptour @WTA @ITFTennis
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From my neighborhood: @stoolpresidente
Hey Dave, see below. Any help to get this scumbag and save his dog would be appreciated.
nextdoor.com/p/GwSfwx5tr5Wm…
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brb, writing the @netflix social media manager into my rebuttal for tonight.
Netflix@netflix
THE ROAST OF TOM BRADY will be LIVE on Netflix THIS SUNDAY! Hosted by Kevin Hart 🔥 5PM PT / 8PM ET netflix.com/theroastoftomb…
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@stoolpresidente Love u Dave, but maybe u hit the send button a little too quickly on this tweet!
Cats are legit..
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I KEPT HEARING FLORIDA THIS FLORIDA THAT! THEY CANT SKATE WITH US! THEY CANT HIT WITH US! THEY CANT PLAY WITH US! #bruinsin4
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@WatcherBruins What a pussy… it’s called a fight… they both obviously knew what they were doing… you fight until u r too tired to continue, or when the refs pull u apart…. Pretty simple… been happening since NHL began..
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It’s hard to overstate just how dirty these extra cheap shots were by Matthew Tkachuk on David Pastrnak. Embarrassing to put on video by the Panthers forward.
There won’t be a call from Player Safety obviously but this is DIRTY twitter.com/BR_OpenIce/sta…
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