Charles’ Take: Gearing Up for Blockbuster IPOS

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Charles’ Take: Gearing Up for Blockbuster IPOS

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Summary

Charles is joined by Brendan Ahern, Chief Investment Officer at KraneShares, to discuss the massive revenue efficiency of private AI firms like Anthropic and OpenAI, Micron’s explosive growth as a key player in AI infrastructure, and a potential geopolitical breakthrough regarding Iran reopening the Strait of Hormuz. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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