AI supply chain, Gen Z spending among hedge fund picks at Sohn Hong Kong

Hedge fund managers at the Sohn Investment Conference in Hong Kong pitched bullish ideas tied to the AI supply chain and Gen Z-driven consumption, favoring AI data‑centre operators, PCB makers and consumer brands such as pet food and instant noodles. Funds highlighted beneficiaries from the semiconductor rally and persistent hardware shortages — notably PCB capacity — which could lift related Asian equities and suppliers. A U.S. AI data‑centre firm (CoreWeave) was projected to scale revenue dramatically, while Taiwan PCB maker Compeq was flagged as undervalued amid capacity expansion. Themes discussed (AI infrastructure bottlenecks, rising pet spending by younger cohorts) may drive sectoral re-ratings and contribute to Asian markets outperforming Western peers.