The Sohn San Francisco Investment Conference takes place on October 13, its 17th year. Format is simple: well-known investors stand up one after another and pitch their single best idea.
Sohn events are charity first. Proceeds go to pediatric cancer research and treatment, which is why top managers who rarely speak in public agree to share a live position on stage.
The San Francisco edition leans toward technology. Expect pitches around AI winners and losers, semiconductors, software under pressure from AI, and the occasional contrarian short.
Sohn pitches tend to move stocks, sometimes within minutes. If you trade or follow tech names closely, it’s worth tracking what’s said in San Francisco on the day.