Here's the 'UNDERAPPRECIATED STORY' with AI, investment strategist says

Partners Group chief investment strategist Anastasia Amoroso assesses Nvidia's market session, AI CapEx spending and the IPO market on 'Making Money.' 00:00 Nvidia's "hell of a session" and valuation 00:53 Big Tech capex and the compute cycle 01:55 The timeline for AI ROI and free cash flow 02:48 Semiconductors vs.