01.09.2026Chart of the DayCoatueShareCoatue The dot-com boom ran on debt. The AI boom runs on balance sheets. That difference matters. Good take by Goldman Sachs.Latest Takes07.09.2026Chart of the DayCoatue07.07.2026Agents Are the New Users of CPUs Nick GagnetFrank Long06.30.2026Chart of the DayCoatue
01.09.2026Chart of the DayCoatueShareCoatue The dot-com boom ran on debt. The AI boom runs on balance sheets. That difference matters. Good take by Goldman Sachs.
