Nvidia positioned to weather Trump tariffs, chip demand 'off the charts,' says Altimeter's Gerstner
Publishing timestamp: 2025-04-03 17:34:32
Summary
Altimeter Capital CEO Brad Gerstner is bullish on Nvidia despite concerns about President Trump's tariffs. He believes Nvidia is well positioned to withstand the tariffs due to the high demand for GPUs and the importance of AI. While he is concerned about the potential impact of tariffs on the economy, he remains relatively bullish on Nvidia's prospects in the AI race.
Sentiment: MIXED
Tickers: GOOGL, NVDA, MSFT, META,
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