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The speaker examines the shift of 50% of the portfolio towards companies integrated with electricity transition and AI, and the potential created by this transformation.
The speaker evaluates the strategy of the fund focusing on Bitcoin miners supplying electricity to AI hyperscalers and examines their role in the energy transition.
The speaker examines the shift of 50% of the portfolio towards companies integrated with electricity transition and AI, and the potential created by this transformation.
The speaker evaluates the strategy of the fund focusing on Bitcoin miners supplying electricity to AI hyperscalers and examines their role in the energy transition.