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‘AI Supercycle Is Here to Stay’: Light Street Posts Strong January Returns as It Revamps Tech Strategy

Gains were fueled largely by the Tiger Cub’s big bets on semiconductor giants and related hardware names.

A Unicorn IPO Wave Could Deliver Windfalls for Hedge Funds

Crunchbase expects 15 unicorns to pursue IPOs this year — and hedge funds hold stakes in seven of them.

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Podcast- Structured Credit Spotlight: Collateralized Loan Obligations

The Tiger Grandcub Who Outsmarted the AI Frenzy

While everyone chased Nvidia, Jay Kahn’s fledgling Flight Deck scored a 51.6 percent return by buying the “picks and shovels.”

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