Stephen Taub

Latest Articles

biotech

For Members Only

Biopharma Hedge Funds Cool After Breakout Year

Stephen Taub June 17, 2026

abstract image of AI

OpenAI Backers Include Hedge Fund Heavyweights Poised for IPO Payoff

Stephen Taub June 16, 2026

Surge

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Tiger Funds Surge on AI and Semiconductors

Stephen Taub June 15, 2026

high conviction

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Jericho’s High-Conviction Playbook Shows Its Edge in May

Stephen Taub June 11, 2026

memory chip

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Discovery’s Memory Trade Stands Out in AI Boom

Stephen Taub June 10, 2026

huge market gain stratospheric

For Members Only

Flight Deck Posts Blowout May on Global Chip Positions

Stephen Taub June 9, 2026

data center

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Coatue Ramps Up Venture Activity With Flurry of Deals

Stephen Taub June 8, 2026

abstract image

For Members Only

Third Point Increases Net Long Exposure As a Handful of Winners Lift Returns

Stephen Taub June 4, 2026

new start new strategy fresh

For Members Only

Light Street’s New Strategy Is Taking Hold

Stephen Taub June 3, 2026

AI brain technology OpenAI Anthropic

Anthropic’s Backers Include a Who’s Who of Hedge Funds

Stephen Taub June 2, 2026

protection

Greenlight Trades Upside for Protection as Rally Extends

Stephen Taub June 1, 2026

commodities

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This CTA Is Outpacing Peers With Triple-Digit Gains

Stephen Taub May 28, 2026

rough start

For Members Only

Inside Viking’s Hybrid Strategy for Investing Across Public and Private Markets

Stephen Taub May 27, 2026

hedges

Valiant Bets Against Credit as Hansen Sees Risks Markets Are Missing

Stephen Taub May 26, 2026

money

For Members Only

High Ground Delivers Another Big Month, Draws Fresh Capital

Stephen Taub May 21, 2026

tiger

Top Hedge Funds Are Reshaping Their Portfolios

Stephen Taub May 20, 2026

shake up

Duquesne Family Office Cuts Back — Then Loads Up on New Bets

Stephen Taub May 19, 2026

chips

For Members Only

Why Discovery Is Loading Up on Chips

Stephen Taub May 18, 2026

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