Okay, so these 13F filings. Honestly, it’s just a way for everyone to see what the big guys are doing after they’ve already made their moves. Like, thanks. Very helpful. I’m supposed to react to this? It’s like showing up to a party after everyone’s left and then acting surprised the chips are gone. But fine, let’s talk about Philippe Laffont at Coatue. He’s making moves, apparently. And they’re… perplexing.
He dumped CoreWeave. CoreWeave! Backed by Nvidia, which, let’s be real, is the only thing keeping the whole AI charade afloat. And he just… gets rid of it? After it’s already gone up? It’s like selling your winning lottery ticket five minutes after you buy it. What is the logic here? Profit-taking, they say. Sure. Easy to say when it’s not your money. It’s just… sloppy. And now I’m supposed to believe he has some grand strategy?
They claim he held it since it went public, which is… fine. But the fact that he’s now bailing after a doubling in price? It’s like he expected it to go to the moon, and when it just… didn’t, he threw a fit. And don’t even get me started on the loss. A billion dollar loss? They’re losing money hand over fist and he’s sitting on this? It’s infuriating. They’re building data centers, sure, but apparently, some lenders are getting picky about who they give money to. Who knew? Apparently, not Coatue.
Then there’s Netflix. Netflix! He increased his position in Netflix by 76%. 76%! After the Warner Bros. Discovery debacle? The whole thing was a mess, and he doubles down? It’s like he’s actively trying to lose money. They had a deal, then they didn’t. And now Paramount is sniffing around? It’s just… chaotic. And then they split the stock 10-for-1. A stock split! Like that’s going to magically fix anything. It’s a distraction, I tell you, a distraction!
Apparently, Netflix is the “undisputed leader” in streaming. Fine. But everyone’s doing streaming. It’s a race to the bottom, and they’re all losing money. And now Laffont is throwing more money into the fire? He likes their “sustainable moat.” A moat! It’s a streaming service, not a medieval castle! And password sharing? They’re cracking down on password sharing? People are sharing passwords! What did they expect? It’s like getting upset that people breathe.
Honestly, I’m starting to suspect Laffont is just doing this to annoy me. It’s the only explanation. He sees me watching, analyzing, trying to make sense of it all, and he just deliberately makes terrible decisions. It’s a power play. And you know what? It’s working. I need a vacation. And a new fund manager.
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2026-03-10 12:12