Best semi/infra HF/PMs?

Wondering if anyone can provide some color on the best public markets / crossover PMs or funds that do (or are specialized in) semiconductors / AI infra.

Thanks in advance :).

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5 Comments

HFPM15

HF

7mo

gavin baker @ atriedes

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HF

Intern in HF - EquityHedge

7mo

second this… he’s gotta be one of the smartest people i’ve listened to. plus the track record to prove it

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HF

Research Analyst in HF - Other

7mo

going off the past 18 months... literally everyone?

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Authored by: Certified Hedge Fund Professional - Research AnalystCertified Hedge Fund Pro

MMPM

HF

7mo

Dude is just looking to ride the wave and get paid without a sweat, clearly.

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Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

HF

Investment Analyst in HF - EquityHedge

7mo

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Best semi/infra HF/PMs?

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