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Altimeter Capital CEO Brad GerstnerCNBC
•Technology
Technology
69% Informative
Altimeter Capital CEO Brad Gerstner said he's bullish on Nvidia despite broader concerns tied to President Trump 's tariffs.
Nvidia 's growth and demand for its graphics processing units are "off the charts," he said.
Semiconductors are on the list of exceptions, which Gerstners called a "wise exception" because of the importance of AI .
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