06.12.2026Chart of the DayCoatueShareCoatue Is the baton passing? AI Labs are projected to generate the most net new ARR in Q2.Latest Takes07.09.2026Chart of the DayCoatue07.07.2026Agents Are the New Users of CPUs Nick GagnetFrank Long06.30.2026Chart of the DayCoatue
06.12.2026Chart of the DayCoatueShareCoatue Is the baton passing? AI Labs are projected to generate the most net new ARR in Q2.