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AI Mania Boosts These Hedgies

Etched doubled its valuation in a month and more than quadrupled it over eight months.

Valiant’s Chris Hansen Bullish on AI Spending

The Tiger Grandcub argues that hyperscaler spending will “prove more durable than the market is forecasting for the next several years.”

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What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500

Hedge Fund Giants Stand to Gain from CoVolt IPO

Entities affiliated with Davidson Kempner Capital Management and Man Group are among the funds that will benefit from the public offering of the energy company. 

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