Published: Friday, April 4, 2025 · 12:20 AM | Updated: Friday, April 4, 2025 · 12:20 AM
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Altimeter Capital’s CEO, Brad Gerstner, expressed optimism about NVIDIA (NVDA, Financial) amid concerns over broad tariffs introduced by Trump. Gerstner indicated that NVIDIA’s growth, driven by its GPUs powering the AI boom, has broken records. He suggested that investors should pay attention to insights from OpenAI, Google, and Elon Musk.
One key reason NVIDIA might be more resilient to tariff hikes is that semiconductors are on the exemption list, acknowledging the critical role of AI. Gerstner highlighted that while tariffs could pose economic risks, NVIDIA’s exposure would likely be less severe than in other sectors.
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