AI, bitcoin and e-commerce trades lead Sohn conference’s best ideas

AI, bitcoin and e-commerce trades lead Sohn conference’s best ideas

From artificial intelligence to a bitcoin long short trade, emerging hedge fund managers touted their best ideas at the Sohn San Francisco investment conference on Tuesday. AI pick Ravi Paidipaty of Freestone Grove Partners pitched Semtech Corporation , a so-called mixed signal semiconductor company. Semtech will be a winner in next-gen AI data center connectivity,…

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