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cover of episode Brad Gerstner Joins us Live in San Francisco 11/21/24

Brad Gerstner Joins us Live in San Francisco 11/21/24

2024/11/21
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The discussion focuses on NVIDIA's impressive earnings report, highlighting the company's dominance in AI and GPU technology.
  • NVIDIA's sales grew by 94% year-over-year, though this is a slowdown from previous quarters.
  • The market initially reacted negatively due to high expectations, but the quarter was still considered blockbuster.
  • Brad Gerstner emphasizes that the world runs on NVIDIA, with AI being a transformative event.

Shownotes Transcript

Scott Wapner and the Investment Committee are joined by Altimeter Capital Founder and CEO Brad Gerstner to talk about his latest portfolio moves, Nvidia earnings, the markets and more. Plus, Snowflake surging today, it’s our Chart of the Day. Brad Gerstner and Stephanie Link both own the stock and discuss what’s next for the name. 

Investment Committee Disclosures)