Calls
8
#1027
Alpha Score 43.8
Thomas Laffont
Managing Director, Coatue Management
Win Rate
62.5%
return
+1.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 04
$631.76
-11.2%
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.
Thematic ETFs
Long
Jun 21
$477.40
+4.0%
Laffont sides with Chamath as the tiebreaker: Microsoft's business will be bigger if anything, because the application dollars flow toward it and it will simply need more people to support a larger and more relevant franchise. He expects more productive employees, but more of them.
Hyperscalers
Long
Jun 21
$29.53
+4.2%
CoreWeave and Circle went public months apart and their charts are almost identical even on a dollar basis, one levered to AI and one to crypto, which says the market is paying up for open-ended growth tied to the big future themes while everything else is treated like the anemic S&P 493. With SaaS growth cut in half, Laffont expects investors to hunt for businesses that can compound at roughly 25 percent a year over the next five to ten years, and he names CoreWeave, Circle and Chime as the new cohort that fills that gap.
Payments & Fintech
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Thomas Laffont has 8 trade ideas tracked on Buzzberg across 8 tickers since January 2025. Ranked #1027 on the Buzzberg Alpha leaderboard. Most covered: NVDA, TSLA, MSFT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
