Phillippe Laffont has built a reputation as one of the world's best tech investors. His hedge fund, Coatue Management, is known for making big bets on emerging technology trends. And no trend has had a bigger influence on Coatue's recent portfolio moves than artificial intelligence. Investors can get an idea of what companies Laffont thinks stand to gain the most from mega-trends in technology lik...
Phillippe Laffont has built a reputation as one of the world's best tech investors. His hedge fund, Coatue Management, is known for making big bets on emerging technology trends. And no trend has had a bigger influence on Coatue's recent portfolio moves than artificial intelligence. Investors can get an idea of what companies Laffont thinks stand to gain the most from mega-trends in technology like artificial intelligence by following Coatue's 13-F filings with the Securities and Exchange Commission. The disclosures show the hedge fund's positions in its publicly traded U.S. stocks each quarter. Coatue's most recent filing shows it sold CoreWeave (NASDAQ: CRWV) , once the fund's largest position, in favor of another great AI stock . Here's what investors need to know. Continue reading
How Social Media Verdicts Could Upend Tech Industry Authored by Jacob Burg via The Epoch Times, Two major court verdicts last week finding social media giants Meta and YouTube liable for harm to users could send shock waves through the tech industry. In a first-of-its-kind lawsuit, a jury in Los Angeles on March 25 found both companies liable for making their platforms addictive and deleterious to...
How Social Media Verdicts Could Upend Tech Industry Authored by Jacob Burg via The Epoch Times, Two major court verdicts last week finding social media giants Meta and YouTube liable for harm to users could send shock waves through the tech industry. In a first-of-its-kind lawsuit, a jury in Los Angeles on March 25 found both companies liable for making their platforms addictive and deleterious to the mental health of young users. The 20-year-old plaintiff, referred to as “Kaley G.M.” or only her initials K.G.M. during trial, testified that she had become addicted to social media at a young age and that it negatively affected her mental health. Jurors ultimately decided that Meta was more liable for harming K.G.M., giving the tech giant 70 percent of the responsibility, or $2.1 million of the total $3 million in punitive damages, while YouTube shouldered 30 percent, or $900,000. An additional $3 million in compensatory damages were recommended by jurors to be paid by Meta and YouTube—the only remaining defendants in the case after TikTok and Snap settled with K.G.M. before trial—after deciding they acted with malice, oppression, or fraud in harming children with their platforms. In a separate case, jurors in New Mexico determined on March 24 that Meta had violated state law by failing to properly disclose risks to and protect children on its social media platforms. The case, brought by New Mexico Attorney General Raúl Torrez, resulted in a $375 million fine. Prosecutor Linda Singer, who previously served as attorney general of the District of Columbia but now works in private litigation, had asked the jury to fine Meta $2 billion. Former federal prosecutor Neama Rahmani called them “bellwether” cases. “Obviously, these cases will absolutely go up on appeal,” he told The Epoch Times. “I think they will likely end up before the Supreme Court, and how they view this issue will make or break Big Tech, because I think we’re going to see lots of copycat lawsuits, and the ...
Right-to-repair efforts are gaining headway in the US. A lot of that movement has been led by state legislation in Colorado. Since 2022, Colorado has passed bills giving users the tools, instructions, and legal capabilities to fix or upgrade their own wheelchairs , agricultural farming equipment , and consumer electronics . Similar efforts have rippled out through the country, where repair bills h...
Right-to-repair efforts are gaining headway in the US. A lot of that movement has been led by state legislation in Colorado. Since 2022, Colorado has passed bills giving users the tools, instructions, and legal capabilities to fix or upgrade their own wheelchairs , agricultural farming equipment , and consumer electronics . Similar efforts have rippled out through the country, where repair bills have been introduced in every US state and passed in eight of them. “Colorado has the broadest repair rights in the country,” says Danny Katz, executive director CoPIRG, the Colorado branch of the consumer advocate group Pirg . “We should be proud of leading the way.” Read full article Comments
US Arrests & Boots Soleimani's Fashion Designer Niece From The Country The Trump administration is rounding up family members of notable Iranian government figures, accusing them of spreading 'pro-Tehran propaganda'. And apparently this is even if the Iranian officials in question are deceased. The State Department confirmed an unexpected development on Saturday, announcing that the niece of the l...
US Arrests & Boots Soleimani's Fashion Designer Niece From The Country The Trump administration is rounding up family members of notable Iranian government figures, accusing them of spreading 'pro-Tehran propaganda'. And apparently this is even if the Iranian officials in question are deceased. The State Department confirmed an unexpected development on Saturday, announcing that the niece of the late Iranian Maj. Gen. Qassem Soleimani is being booted from the country . Hamideh Soleimani Afshar and her daughter were arrested Friday night , and their permanent residence status has been revoked - now in the custody of US Immigration and Customs Enforcement. Maj. Gen. Soleimani was the former leader of the elite Quds force wing of the Islamic Revolutionary Guard Corps (IRGC) who was assassinated via drone strike as his convoy drove outside of Baghdad International Airport in 2020. This was during the first Trump administration, and in many ways this brazen killing of someone many countries viewed as essentially a 'diplomat' (certainly Iraq and Russia did) set Tehran and Washington on a collision course. Washington long considered him a terrorist. His popularity inside Iran was immense. According to more details of the arrest of Soleiman's niece and her daughter: The State Department did not say where they were arrested. Secretary of State Marco Rubio said in a post on X that Soleimani Afshar and her daughter lived "lavishly" in the U.S. and are now in ICE custody “pending removal” from the U.S. The State Department described Soleimani Afshar as “an outspoken supporter of the totalitarian, terrorist regime in Iran.” Her husband is also now not permitted to enter the U.S., the State Department said. Her uncle Maj. Gen. Soleimani, the former leader of the foreign wing of Iran’s Islamic Revolutionary Guard Corps, was killed in a U.S. airstrike in 2020. Apparently her social media accounts have already been scrubbed and/or deleted, and there are reports saying that she did m...
JHVEPhoto Micron ( MU ) shares have tumbled roughly 20% since the company released its Q2 earnings report on March 18, due in part to concerns about capex spending and the potential impact of Google's TurboQuant on demand for its memory products. We asked Seeking Alpha analysts Oliver Rodzianko and Dmytro Lebid what they thought lay ahead for the company and its stock. Oliver Rodzianko : In the ne...
JHVEPhoto Micron ( MU ) shares have tumbled roughly 20% since the company released its Q2 earnings report on March 18, due in part to concerns about capex spending and the potential impact of Google's TurboQuant on demand for its memory products. We asked Seeking Alpha analysts Oliver Rodzianko and Dmytro Lebid what they thought lay ahead for the company and its stock. Oliver Rodzianko : In the near term, Micron ( MU ) is definitely more supply-constrained than demand-constrained. Management says DRAM and NAND supply-demand should remain tight beyond calendar year 2026. The thing I would watch most closely is how much of current earnings power is price-led versus structurally durable. In fiscal Q2, DRAM bit shipments were only up by mid-single digits sequentially, and NAND bits were only up by low-single digits. However, DRAM ASPs rose in the mid-60% range, and NAND ASPs in the high-70% range. I do believe a better product mix going forward may help defend margins once pricing normalizes, but this is still a risky moment to enter into Micron equity's trajectory. Also, we need to remember that concentration risk is underappreciated. The hyperscaling trajectory will likely be enduring, but if there is a moment of pause or even a decline, Micron stock would inevitably fall very fast. In summary, what’s next for Micron is a race between AI-driven scarcity and Micron’s own capacity response. If output ramps gradually through Idaho, Tongluo, and Singapore into 2027-2028, MU has a real shot at staying better for longer than prior memory cycles. That said, I don’t own it, and I don't intend to own it in the near term. Dmytro Lebid : The sell-off in Micron ( MU ) shares is driven not so much by internal factors as by external events fueled by irrational investor behavior. In my view, the market is significantly overestimating the risks of a slowdown in demand, ignoring factors that indicate AI infrastructure is still in its formative stages. We are facing a classic disconnec...
Liam Rosenior ‘had a really good conversation’ with Enzo Fernández Chelsea vice-captain suspended for 7-0 FA Cup win over Port Vale Liam Rosenior has insisted he is in a “very good place” with Enzo Fernández as he looked to move on from the controversy of the Chelsea vice-captain’s comments during the international window. Fernández appeared to cast doubt on his Chelsea future when he talked glowi...
Liam Rosenior ‘had a really good conversation’ with Enzo Fernández Chelsea vice-captain suspended for 7-0 FA Cup win over Port Vale Liam Rosenior has insisted he is in a “very good place” with Enzo Fernández as he looked to move on from the controversy of the Chelsea vice-captain’s comments during the international window. Fernández appeared to cast doubt on his Chelsea future when he talked glowingly about the former Real Madrid midfielders Toni Kroos and Luka Modrić, and mentioned Madrid as the European city in which he would most like to live. Continue reading...