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Philippe Laffont’s Coatue Is Betting Billions on These 3 AI Stocks. Here’s Why Smart Money Sees AI Dominance

April 27, 2026

In its Q1 FY2026 results, Applied reported non-GAAP EPS of $2.38 against a $2.21 estimate, a 7.84% beat, with record DRAM revenue now representing 34% of Semiconductor Systems revenue, up from 27% year over year.


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Source: https://247wallst.com/investing/2026/04/24/philippe-laffonts…

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