power companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2025 by Brad Gerstner · across every show →

Everything said about power companies, oldest first

Jan 11, 2025 bullish

Insight

Gerstner: AI power stocks are derivative bets; buy Nvidia instead

“And so I would always ask my analysts when they would bring me a power company, I would say, why is that better than NVIDIA? Right? It's a derivative NVIDIA. It's the exact same bet. So why not just buy more NVIDIA?”

Brad Gerstner Jan 11, 2025 ▶ 42:18 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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power companies

Everything said about power companies, oldest first

Turn any episode into a week of clips.