Gavin Baker, the Chief Investment Officer of the hedge fund Atreides Management, has established itself as one of the top tech investors operating today.

In eight years managing the OTC Portfolio at Fidelity, Baker achieved a compound annual return rate of more than 19% and outperformed 99% of his peers on Morningstar.

At Atreides, Baker now oversees around $7 billion in public and private investments, and, though his complete returns aren’t public, he does have a Sharpe ratio of 2.46, according to Tipranks, well above the average hedge fund, meaning he’s able to achieve higher returns without taking on more risk.

Baker also shares his insights on social media, and he just dropped a gem on AI stock valuations.

Speaking on the All-In…