From artificial intelligence to a bitcoin long short trade, emerging hedge fund managers touted their best ideas at the Sohn San Francisco investment conference on Tuesday. AI pick Ravi Paidipaty of Freestone Grove Partners pitched Semtech Corporation , a so-called mixed signal semiconductor company. Semtech will be a winner in next-gen AI data center connectivity, which will drive accelerating growth, margin expansion and significant earnings revision, the manager said. Paidipaty is optimistic about the new CEO Hong Hou who has been focused on internal and external execution. The investors sees 65% earnings-per-share growth for Semtech in the mid-term with long-term earnings power more than doubling today's level. Long short bitcoin trade Franklin Parlamis of Aequim Alternative Investment

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