We dive deep into Coatue Management's newly published list of 40 companies they believe are best positioned to dominate the AI and tech-driven world by 2030. With $60 billion under management, these guys move markets!

📊 Coatue's Investment Methodology - top 150 tech companies, compounding returns filter, and excluding multiple compression. Is this the right way to find tomorrow's winners?

🏆 Spotting the Next Decade's Winners, from SpaceX ($870B projected) to Oracle's surprising comeback story.

🚀 Can AI solve the national debt crisis? We dissect Coatue's bold theory that AI will trigger deflation, lower interest rates, and ignite GDP growth.

⚡ Nuclear, solar, and energy storage companies positioned to power the AI boom. Plus Krzysztof's new Bloom Energy position and Luke's nuclear reactor timing lessons.

💡 The AI boom needs a colossal amount of energy. Coatue reveals the nuclear, solar, and energy storage plays poised to power the future.

📈 The market crashes about once a decade. We analyze historical cycles to give you a playbook for navigating the inevitable turbulence and coming out on top.

🎯 Alphabet is excluded from Coatue's list. Is this a massive oversight or do they see something we don't? $GOOG $GOOGL

🧠 Why being a small investor is a secret superpower, and how Luke used it to score a 15x return, crushing Coatue's 6x performance.

Sources:

Coatue's East Meets West conference 2025: https://www.coatue.com/blog/company-update/coatues-2025-emw-conference

Segments:

00:00 Cold Open - The Market is Rigged in Our Favor

00:38 Introduction to Coatue Management

02:44 Coatue vs. ARK Invest Comparison

06:28 Retail Investor Advantages Over Big Institutions

11:14 Coatue's Investment Methodology

13:50 Tech is Driven by Major Waves of Innovation $IBM $MSFT $AMZN $NVDA

17:35 Technology Wave Analysis: From Mainframes to AI

20:40 The New Class of AI Winners $ORCL $GEV $BE $SMR

24:52 How to Withstand Market Downturns

31:34 The AI Economic Flywheel Theory $TSLA $NFLX

37:15 Are Private Market Valuations Reaching Bubble Territory? #SpaceX #Revolut $WISE

39:40 Today's Top 50 Tech Companies $BTC $ETH $ISRG

41:14 The Fantastic 40 List for 2030

49:25 Why did Coatue Exclude Alphabet? $GOOG

56:00 Investment Research To-Do List #Databricks

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

**********Growth Investing, Coatue Management, Fantastic 40, Philippe Laffont, How to pick stocks, Growth Stocks 2030, Google Stock, Alphabet Stock, GOOGL, SpaceX Stock, Oracle Stock, Bloom Energy, Nuclear Energy Stocks, Market Cycles, Investing Strategy, Investing Podcast, How to beat the market, Snowflake vs Databricks