Coatue October 2025 State of the Markets Update 60 Pages on Public Markets every investor should read Get the Full Deck below ⬇️ 1) AI continues to drive markets higher while... 2) In addition, new names are winning the AI Race 3) The market is very expensive, but... .... 6) Coatue is not selling, the AI Bull Case 7) Coatue ROIC Math on AI 8) AI Bull and Bear Case comparison 9) AI Apps Landscape