Gavin Baker’s Atreides Management is making big changes to its portfolio, exiting its entire Microsoft (MSFT) position while deploying hundreds…
Browsing: Gavin Baker
Prominent tech investor Gavin Baker says most of the money in AI at the model layer is surprisingly going into…
Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into…
Atreides Management chief investment officer Gavin Baker unveils one scenario that he believes could truly derail the economics of the…
Atreides Management chief investment officer Gavin Baker says the United States is pulling ahead in the global artificial intelligence hardware…
A veteran tech investor says the AI cycle has little in common with the dot-com era, noting that capital returns…