2025 Sohn Montreal: Atreides Management’s Gavin Baker – 3X Upside Riding the AI Inference Wave with a Dominant HBM Supplier

At the 2025 Sohn Montreal Conference, Gavin Baker, CIO and Managing Partner of Atreides Management, shared insights on the rapid growth in memory demand driven by AI’s shift from training to inference. Drawing on two decades of experience in technology investing, Baker highlighted how advancements in reasoning models and high-bandwidth memory are reshaping the semiconductor landscape.

• Background: He is highlighted for his stellar performance, deep understanding of AI and technology, and his contrarian investment approach.
• Firm Focus: Atreides Management focuses on a crossover investment strategy, combining public and private market exposure to technology and consumer sectors with a long-term outlook.
• Time at Firm: Gavin Baker co-founded Atreides Management in 2019 and has led the firm since its inception.

2025 Sohn Montreal Conference - Atreides Management's Gavin Baker

Introduction

• Introducing Gavin Baker, highlighting his stellar performance, deep understanding of AI and technology, and his contrarian investment approach.
• Gavin Baker thanks the Sohn Foundation, notes Montreal is a great city, and says he prefers to sit to keep the tone conversational.