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Why Discovery Is Loading Up on Chips

Robert Citrone’s hedge fund reshaped its portfolio, making semiconductor stocks its biggest bets while dropping a former top holding.

AI is Driving the Venture Capital Market — But Not Fixing It

OpenAI and Anthropic may soak up so much of the available capital that a broader recovery of VC may not happen until 2027.

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Tiger Cub Jay Kahn’s Flight Deck Rockets Higher — Without Chasing Nvidia

The little known tech-focused hedge fund surged another 34 percent in April, riding global bets on AI’s picks-and-shovels rather than the obvious winners.

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