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4min chapter
DeepSeek's Disruption and What It Means for Your Investments
Merryn Talks Money
Intro
This chapter features a lead manager from the Blue Whale Growth Fund discussing recent portfolio adjustments and the fund's strong performance compared to competitors. The conversation also explores the cautious approach towards major US tech firms amidst AI capital expenditure concerns, offering insights into market dynamics and new investment prospects.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode