Sohn Conference Foundation

Larry Robbins

Robbins sees an unprecedented split: 41 S&P 500 stocks doubled while almost a third fell in an up-30% market, favoring resilient companies perceived to face existential threats, AI infrastructure, and fallen angels.Global Payments and Genius Sports trade at 4x earnings with a buyback, contractual pricing, and declining leverage, while CVS’s five straight beats and raises and Health 100 offer catalysts as AI semis face a plateau-without-giveback test.