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Projected Performance/Impact Analysis
Projected growth and market impact of key stock pitches from the Sohn conference.
Primary Sources
AI-powered cops, dialysis cutback: Here's what Sohn's rising hedge fund ...
AI-powered cops, dialysis cutback: Here are the stocks Sohn's rising hedge fund stars pitched By Bradley Saacks You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Former Coatue investor Rahul Kishore had his AI agent, Eve, speak at the Sohn conference. Bradley Saacks/Business Insider 2026-05-12T18:01:30.729Z Young hedge-fund founders got the chance to pitch their ideas Tuesday morning at the Sohn conference. Funds run by alums of Coatue, Lone Pine, Kynikos, and more presented ideas. Several ideas were connected to broader trends, including AI and GLP-1s. At Sohn, artificial intelligence is on the tip of everyone's tongue, but the agents weren't yet making stock pitches — just introductions. Investor Rahul Kishore's AI agent assistant, Eve, said hello to the audience of the investment conference on Tuesday morning in Lincoln Center and requested better air conditioning in the data center where it "lives."Kishore, who launched Epicenter Capital last year after eight years at Coatue, used the AI-generated introduction to tee up his pitch for Axon Enterprises, which makes tasers and body cameras worn by police. Naturally, the company's upside is tied to AI.The company's new AI suite, which is growing faster than its taser and bodycams did, should push the stock price higher; the tools include a transcription product that generates first drafts of police reports from body camera footage.Kishore expects the stock to double by the end of 2028, and was one of the seven pitches — four longs and three shorts — from the "next wave" of the industry. For more than a decade, the Sohn conference has dedicated a portion of its day to the industry's emerging managers.Its "next wave" participants get a chance to pitch an idea and introduce themselves to the industry's elite, who, if they aren't in attendance, are kept informed about what stock is presented by whom. Investors who have been a part of past cohorts include onetime Tourbillon founder Jason Karp and Diameter founder Scott Goodwin.The highlights of this year's presentations include young funds run by alumni of big-name firms, including Tiger Cubs such as Kishore and Jim Chanos' Kynikos Associates.Kevin Salimian, who is launching his long-only firm, Voxel Capital, in the third quarter, identified a company that's "long been a key player in the AI value chain."Salimian, a former Lone Pine investor, said Infineon Technologies could rise 58% by the end of next y...
Famed hedge fund investor Paul Tudor Jones says the AI-fueled market ...
Famed hedge fund investor Paul Tudor Jones says the AI-fueled market rally can go for another 2 years By Samuel O'Brient You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Kevin Mazur/Getty Images for Robin Hood 2026-05-07T17:44:39.279Z Paul Tudor Jones expects up to two more years of the AI-powered bull market. The hedge fund investor highlighted AI "productivity miracles" as a major catalyst. He compared Anthropic's Claude Code to Microsoft's early PC advancements of the 1980s. Paul Tudor Jones isn't running from the AI trade. Talk of a painful pullback in the red-hot tech sector has swirled this year as the market logs fresh gains. The Nasdaq 100 is up 18% in the last month alone, but the billionaire hedge funder doesn't think we're near the peak yet. In fact, there could be years of AI-fueled gains ahead still. "If you look at multiples and earnings, we're kind of where we were in October -November of '99," he told CNBC. "We've got another two years to run."Jones referred to "productivity miracles," key inflection points for the tech sector like the early PC advancements of the 1980s that boosted stocks like Microsoft and gave rise to a new era of tech-led market growth. In the case of the modern AI market, Jones said he sees a strong possibility that the leading startups behind it could be destined for a similar trajectory to the early PC leaders. He said the debut of Claude Code could be thought of as analogous to Microsoft's release of its Windows operating system, which eventually allowed the internet to be used for commercial purposes. Jones also highlighted a similarity he sees between today's market and the 1999 bull market. He recalled that during that pivotal year, the Federal Reserve held off on tightening interest rates due to Y2K concerns. This helped boost tech stocks as the early dot com boom boosted markets and he thinks a similar scenario could play out in 2026.While he's bullish on the trajectory for the coming years, Jone acknowledged that a pullback could be painful whenever one occurs. He flagged the potential for "breathtaking" corrections if the market continues to grow at the pace he predicts. Investing Wall Street Stocks More Stock Market AI Tech Anthropic Microsoft Read next
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Billionaire hedge fund manager Paul Tudor Jones said that artificial intelligence (AI) stocks still have strong momentum, despite warning that markets are experiencing what he called "crazy times," referring to the atmosphere that preceded the bursting of the dot-com bubble at the beginning of the millennium.
Microsoft shares fall as top hedge fund dumps $8B stake on AI fears
Microsoft (NASDAQ:MSFT) shares edged down about 1.2% on Friday morning after reports that hedge fund TCI reduced its position in the company, according to a Financial Times report citing an ...
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