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Nvidia: How DeepSeek Boosts GPU Demand
Seeking Alpha· 2025-03-04 14:18
Group 1 - Khaveen Investments is a Macroquantamental Hedge Fund managing a globally diversified investment portfolio across various asset classes, countries, sectors, and industries [1] - The investment approach combines top-down and bottom-up methodologies, integrating global macro, fundamental, and quantitative strategies [1] - The fund serves accredited investors globally, including high-net-worth individuals, corporations, associations, and institutions [1] Group 2 - The strategic focus of Khaveen Investments is on transformative fields such as Artificial Intelligence, Cloud Computing, 5G, Autonomous & Electric Vehicles, FinTech, Augmented & Virtual Reality, and the Internet of Things [1] - The company possesses specialized expertise in cutting-edge technologies that are reshaping numerous industries [1]
Oracle: $14.7 Billion Stargate Revenue Opportunity (Rating Upgrade)
Seeking Alpha· 2025-02-27 22:30
Group 1 - Khaveen Investments is a Macroquantamental Hedge Fund managing a globally diversified investment portfolio across various asset classes, countries, sectors, and industries [1] - The investment approach combines top-down and bottom-up methodologies, integrating global macro, fundamental, and quantitative strategies [1] - The firm focuses on transformative fields such as Artificial Intelligence, Cloud Computing, 5G, Autonomous & Electric Vehicles, FinTech, Augmented & Virtual Reality, and the Internet of Things [1] Group 2 - The firm serves accredited investors globally, including High Net Worth Individuals, Corporates, Associations, and Institutions [1] - Specialized expertise in cutting-edge technologies is a core component of the firm's investment strategy [1]