Hedge fund managers target AI supply chain and Gen Z consumption trends at Sohn Hong Kong conference

Valliance Asset Management's Kenny Zhang highlighted U.S. AI data centre CoreWeave as a key investment, expecting its annualised revenue to reach $55 billion by 2028, up from $1 billion in early 2024.

CloudAlpha Capital favours Taiwan's Compeq Manufacturing, a PCB (printed circuit board) maker, citing severe hardware shortages in semiconductor supply chains and potential capacity bottlenecks at major chipmakers over the next one to three years.

Griet Capital recommended Thai pet food maker i-Tail Corp, noting that Gen Z spends more than $6,000 annually on their pets, about 2.5 times more than the baby boomer generation, reflecting structural shifts in pet ownership attitudes.