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Billionaire Philippe Laffont Bets Big on Amazon as AI Cloud Demand Surges

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The Story

News Summary

  • Billionaire Philippe Laffont's Coatue Management significantly expanded its AI exposure in Q2, boosting its Amazon stake by 49% and Micron position 19-fold.
  • Institutional backing highlights growing confidence in Amazon's AWS cloud infrastructure and ongoing enterprise AI demand across the tech supply chain.
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