Coatue's 12% Return Sparks Debate on AI Trade

Coatue is up just 12% this year, lagging QQQ by 45 points and SMH by 82, prompting criticism of Philippe Laffont and a response from Gavin Baker defending multi-strategy approaches, igniting a broader debate over the AI trade.

2026-10-03 ~ 2026-10-03 · 2 related posts

• Coatue up just 12% YTD, lagging SMH by 82 points — is AI overrated for investing? — masayoshisson · 2026-10-03
• Gavin Baker responds to Coatue underperformance: large firms run multiple strategies — GavinSBaker · 2026-10-03