Brad Gerstner Says He’s Buying NVIDIA (NVDA) Amid ‘Off The Charts’ GPU Demand, Secular Growth

1 month ago 14

Fahad Saleem

Tue, Apr 29, 2025, 4:30 PM 6 min read

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We precocious published a database of 10 AI Stocks Investors Are Monitoring After Tariff Shock. In this article, we are going to instrumentality a look astatine wherever NVIDIA Corporation (NASDAQ:NVDA) stands against different AI stocks investors are monitoring aft tariff shock.

The tariff wars and a imaginable slowdown successful AI spending threw h2o connected investors’ AI commercialized plans and outlook. However, galore analysts judge the broader outlook of the manufacture is inactive strong.

Ben Bajarin, Creative Strategies CEO, successful a latest programme connected CNBC explained wherefore helium is inactive bullish connected the Jensen Huang-led AI giant:

“I deliberation erstwhile you look astatine the exertion roadmap … successful presumption of what they’re doing with Grace Blackwell and Blackwell systems going forward, it’s going to beryllium very, precise hard for others to compete. I deliberation they were highly bullish astir however overmuch of the industry—not conscionable the traditional, you know, unreality servers but AI factories and this wholly caller infrastructure—and however it is being benignant of redeveloped for the AI era. Like, it’s not being built connected different things. And truthful I deliberation erstwhile you look astatine the ecosystem that’s grown astir them, they’re profoundly entrenched. It doesn’t person immoderate motion of that changing.”

Bajarin said that helium sensed “frustration” successful Jensen Huang’s code arsenic the enforcement feels Wall Street is not modeling the maturation imaginable his company’s AI products truely have.

“And helium seems to deliberation that cipher is modeling that successful oregon truly understands it. So there’s the—we benignant of person a consciousness of what they’ll merchantability conscionable product-wise present successful 2025, which is wherever I hold with you. Hard to astonishment to the upside to determination the stock, but I deliberation helium is signaling radical don’t recognize the magnitude of this opportunity. And I deliberation that’s worthy unpacking due to the fact that determination is simply a batch of maturation ahead.”

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Brad Gerstner Says He’s Buying NVIDIA (NVDA) Amid ‘Off The Charts’ GPU Demand, Secular Growth

Brad Gerstner Says He’s Buying NVIDIA (NVDA) Amid ‘Off The Charts’ GPU Demand, Secular Growth

Brad Gerstner of Altimeter Capital

Number of Hedge Fund Investors: 193

Brad Gerstner, Altimeter Capital Founder & CEO, said successful a latest programme connected CNBC that helium is adding to his NVIDIA Corporation (NASDAQ:NVDA) presumption contempt having a “bomb shelter” marketplace posture.


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