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PRO Talks: Hedgie Neal Nathani on how to invest in artificial intelligence

Neal Nathani shared the details on his latest stock pick in an exclusive CNBC PRO interview with Leslie Picker.

The Totem Point Management CEO unveiled Monday his long position in semiconductor stock Xilinx at the Next Wave portion of the Sohn Investment Conference, presented by CNBC.

"I think the opportunity they're playing into — which is AI and machine learning — are just in the early stages of taking off," Nathani told CNBC.

Here's what else he shared:

  • How Xilinx can play a role in artificial intelligence.
  • Three major markets Xilinx can build up in.
  • The big revenue upside.

The interview is exclusively for CNBC PRO subscribers.