Thomas Laffont

Managing Director, Coatue Management

· tracked since Jun 2026

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SMH long -2.0%

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Average Return -2.0% Long Return -2.0% Short Return -

Average Return

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Ticker

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Thesis

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SMH VanEck S... VanEck Semiconductor ETF

Long

Jun 04

$631.76

-2.0%

Semiconductors are in a generational run.

The semiconductor industry is on a generational run, outperforming the broader market since 2024, driven by AI demand, compute requirements, and the need for advanced chips. The sector has shown significant relative strength and is expected to continue benefiting from AI infrastructure buildout.

AI/Semi

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