2025 Sohn San Francisco: SoMa Equity’s Dennis Allaire – This EV Maker Could 6x From Here

At the 2025 Sohn San Francisco Conference, Dennis Allaire, a Founding Partner and Director of Research at SoMa Equity Partners, presented a detailed long thesis on this EV giant, arguing that the company is currently entering a phase of transformational growth across both its hardware and software divisions that will deliver substantially higher earnings power than the market currently anticipates.  Allaire believes  the stock is poised to emerge as the only electric vehicle (EV) company outside of China, apart from Tesla, to achieve true mass market scale and long term profitability.

SoMA Equity Partners is a San Francisco-based hedge fund with over $2 billion in AUM. The firm manages both long/short hedge fund vehicles and long only strategies focused on the TMT sector. Prior to founding SoMA, Allaire worked at Apex Capital and prior to Apex, spent many years working at MFS Management.

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