What Thomas Laffont is saying
Co-founder, Coatue Management
5 dated public stances tracked since 2025-01-25, most recently 2025-06-21. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Thomas Laffont's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Thomas Laffont is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2025-06-21
NVDA
bullish
All-In Podcast · video
GPU architecture remains the essential compute layer for all major AI models and is not being displaced — alternative chip architectures are growing the total market rather than taking share from Nvidia
“all roads still lead to the GPU for all of these models”
90d +22.5% · 180d +20.8% · 1y +44.9%
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
2025-06-21
short S / long Crypto Other
pair
All-In Podcast · video
S&P 493 companies face secular revenue headwinds from AI disruption (median growth halved from 17% to 9%, Anthropic alone added 70% of net new SaaS ARR in Q1) while AI/crypto-native companies like Coreweave and Circle can compound at 25%+, creating an…
“it's an opportunity to short the S&P and pick a couple winners”
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
2025-06-20
APP
bullish
Bg2 Pod · video
AppLovin demonstrates that AI-first reinvention enables revenue doubling alongside a 35% headcount reduction, outcompeting Google and Meta in advertising through faster decision-making and fewer bureaucratic layers
“doubles the size of the company as the employee count is down over 35%”
90d +91.4% · 180d +102.4% · 1y +44.6%
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
2025-06-20
CRWV
bullish
Bg2 Pod · video
Coreweave is one of the few pure-play AI infrastructure names in the public market, giving investors direct exposure to the AI buildout without legacy-business drag that encumbers most large-cap tech peers
“being an AI pure play, there's very few in the public market”
90d -33.9% · 180d -64.8% · 1y -39.4%
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
2025-01-25
CEG
bullish
All-In Podcast · video
Hyperscalers (Amazon, Microsoft) are signing direct behind-the-meter power deals with nuclear operators like Constellation Energy to secure dedicated AI data center capacity, and even the Biden-era federal government began contracting directly with CEG —…
“I don't know if you guys have been following this stock in the public market guys called Constellation Energy — it's a really interesting idea”
90d -18.8% · 180d +17.4% · 1y +4.3%
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
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