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valiant capital partners reports strong gains and bullish outlook on power sector
Valiant Capital Partners, led by Chris Hansen, has seen a strong performance, gaining 25.5% year-to-date through mid-November, following a rebound after a challenging July. The fund has significantly increased its exposure to the power sector, driven by the anticipated impact of artificial intelligence on U.S. power consumption, while maintaining a conservative market position amid high equity valuations. Key holdings include Taiwan Semiconductor Manufacturing and Core Scientific, which is transitioning into a data center REIT.
Valiant Capital Surges Nearly 20 Percent This Year Under New Leadership
Valiant Capital has made significant gains this month, with an increase of nearly 20 percent for the year. The firm is gaining attention as a new name in the investment landscape, particularly highlighted by Chris Hansen's top stock picks.
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