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Billionaire Philippe Laffont's Coatue Management increased Micron stake 19-fold and Amazon stake by 49% in Q2, seen as an AI demand bet.
Coatue Management significantly expanded its positions in Micron Technology by 1,794% to 3.14 million shares and Amazon.com by 49% to 11.83 million shares during the second quarter. Analysts interpret these moves as a strategic bet on AI demand, with Micron supplying high-bandwidth memory for AI systems and Amazon providing cloud services through AWS. This paired exposure allows Coatue to capitalize on both the component bottleneck and the infrastructure ownership in the AI supply chain.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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