E93: This $60B Fund Picked 40 Stocks for 2030 (But They Missed The BIGGEST One)

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-conferenceSegments:00:00 Cold Open - The Market is Rigged in Our Favor00:38 Introduction to Coatue Management02:44 Coatue vs. ARK Invest Comparison06:28 Retail Investor Advantages Over Big Institutions11:14 Coatue's Investment Methodology13:50 Tech is Driven by Major Waves of Innovation $IBM $MSFT $AMZN $NVDA17:35 Technology Wave Analysis: From Mainframes to AI20:40 The New Class of AI Winners $ORCL $GEV $BE $SMR24:52 How to Withstand Market Downturns31:34 The AI Economic Flywheel Theory $TSLA $NFLX37:15 Are Private Market Valuations Reaching Bubble Territory? #SpaceX #Revolut $WISE39:40 Today's Top 50 Tech Companies $BTC $ETH $ISRG41:14 The Fantastic 40 List for 203049:25 Why did Coatue Exclude Alphabet? $GOOG56:00 Investment Research To-Do List #Databricks**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********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