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Partners Group chief investment strategist Anastasia Amoroso assesses Nvidia’s market session, AI CapEx spending and the IPO market on ‘Making Money.’
00:00 Nvidia’s “hell of a session” and valuation
00:53 Big Tech capex and the compute cycle
01:55 The timeline for AI ROI and free cash flow
02:48 Semiconductors vs. Software margin outlook
04:14 AI deployment in private equity portfolios
04:52 IPO market outlook and the path to exits
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