Coatue Management’s Philippe Laffont On AI Darlings [Exclusive]

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Predrag Shipov
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Coatue Management operated by Philippe Laffont is known for its preference for tech-oriented business. They were the pioneers of investing in AI when it was still not popular, and the firm is looking to switch the focus of their tech elements of the portfolio to its AI subsector. This can be seen from the recent webinar that Laffont held with his investors in April. In it, he emphasized how the firm was moving away from other sectors in the tech business and refocusing on AI. Just two years ago only 31% of their tech portfolio was AI-oriented, while today that figure is 82%, according to slides from the call reviewed by HedgeFund Alpha. Also see Coatue Management Tells Their Investors How They Plan to Profit Off AI And Two Stocks In Particular Which Could Be Big Winners [Exclusive] Coatue Framework AI S-Curve in 4 Phases

Four Phases Of AI Implementation

Laffont identified four phases in the implementation of AI, and each has its companies worthy of investing. AI exposure concerntrated in AI infrastructure   The first phase which is now in everybody’s sights is the AI Core Infrastructure Sector. Coatue Management already invested in dozens of companies that are involved in these operations including giants like Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), AMD (NASDAQ:AMD), EATON (NYSE:ETN), and Amazon (NASDAQ:AMZN). The second phase is described as an Edge AI phase, and Coatue is already making ground in the companies moving forward. Some of the best examples are

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