Thomas Laffont

Managing Director, Coatue Management
· tracked since Jun 2026
Calls
1
Win Rate
0.0%
return
-11.9%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
SMH Long -11.9%
Most Mentioned
SMH ×1
Recent Calls
SMH Long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -11.9% Long Return -11.9% Short Return -
Average Return
7d -3.5%
30d -4.3%
90d —
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Side
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Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
Jun 04
$631.76
-11.9%
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.
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Thomas Laffont has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: SMH.