Exclusive | The Former Ice-Hockey Player Who Nailed This Year’s AI Trade

Canadian hedge-fund manager Xavier Majic is skating circles around the competition this year. 

A former professional hockey player and captain of Canada’s men’s national team, Majic made one of the industry’s most lucrative bets on artificial-intelligence stocks in 2025. It wasn’t on chip makers like Nvidia or AI adopters like Palantir but on unglamorous suppliers of hard-disk and flash-memory drives that store the oceans of data consumed and generated by AI models.