COATUE(@coatuemgmt):"I never would have thought I would tell you that Samsung and Hynix together generate more cash flow than every hyperscaler. It is crazy, but it is exactly what is warranted in this time — and why you have to always be changing how you think." Jaimin Rangwalla, CIO of Public Investments at Coatue, on @sourceryy with @MollySOShea

COATUE

@coatuemgmt

Coatue is a technology investment platform powering innovation across all stages.

가입 August 2012

148 팔로잉 중 26.8K 팬

COATUE@coatuemgmt

2026.05.18 15:47

"I never would have thought I would tell you that Samsung and Hynix together generate more cash flow than every hyperscaler. It is crazy, but it is exactly what is warranted in this time — and why you have to always be changing how you think." Jaimin Rangwalla, CIO of Public Investments at Coatue, on @sourceryy with @MollySOShea