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When Michael Barton, a sector head at Coatue Management, sat down for an extended interview on the YouTube channel Sourcery with Molly O’Shea, he was candid about a profession in the middle of a fundamental reset. Barton covers Technology, Media, and Telecom for Coatue, tracking internet, cloud, and China internet stocks at a firm that

Micron Technology increased 5.1% over the past day. You might feel inclined to purchase additional shares or consider reducing your investment. However, there’s an entirely different viewpoint you may not have considered. Is there a more favorable option? It turns out that its counterpart Nvidia offers more advantages. Nvidia (NVDA) stock demonstrates superior revenue growth

Even the smallest size has great storage capacity,” one shopper said…

Yesterday, entrepreneur and investor Naval Ravikant posted “Software was eaten by AI.” on X that reframed one of the most-quoted theses in venture capital history: “Software is eating the world, and now AI is eating software.” The line is a deliberate inversion of Marc Andreessen’s 2011 Wall Street Journal essay, which declared that software companies

The electrical grid has changed more in the last decade than in the preceding five. Solar, wind, and batteries have pushed power generation away from monolithic producers. But fundamentally, the grid still suffers from the same challenges. “The problem on the grid is a peak problem. Most of the time you’re okay, you have plenty…