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Bloomberg Surveillance

August 2025

Ali Meli, Founder and CIO of Monachil Capital Partners, joined Tom Keene and Paul Sweeney on Bloomberg Surveillance. Ali spoke on AI-driven capex in Big Tech, noting that the gap between accounting and economic GPU values may be contributing to an overstatement of sector earnings.

Man in a suit speaking during a news interview in front of a large glass window with skyscrapers outside.

Past Years In The Media