**Gavin Baker: Chief Investment Officer of Atreides Management**
Gavin Baker is the Chief Investment Officer and Managing Partner of Atreides Management, a hedge fund with approximately $7 billion in assets under management. Previously a top fund manager at Fidelity, Baker gained recognition for his insights into semiconductors and tech infrastructure.
**Performance and Investment Insights**
Baker has successfully capitalized on AI investments, including early trades in companies like Astera Labs (ALAB), NVIDIA (NVDA), and Coherent (COHR). His strategic moves in the memory sector, highlighted in a November 2025 13F filing, included increasing positions in SK Hynix, SanDisk (SNDK), and Micron (MU), all of which have seen triple-digit gains in 2026. Following a substantial earnings report from Micron showing 345% year-over-year revenue growth, Baker expressed confidence in ongoing demand driven by evolving hardware needs and constrained supply cycles.
**Wall Street’s Bullish Outlook for Micron**
Analysts expect strong performance from Micron, with predictions of triple-digit earnings per share growth through next year, further validating Baker’s optimistic stance on the memory industry’s future.
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