Brad Gerstner breaks from the crowd on one AI stock
Yahoo Finance·2026-01-11 16:33
Brad Gerstner isn't only talking about a "supercycle" of AI. He is softly revealing how pros are attempting to jump on it. The founder and CEO of Altimeter Capital is now one of the most carefully watched people in the AI sector. This is partly because he was one of the first to believe in Nvidia and other infrastructure winners. But in his most recent interview on CNBC, he did something very helpful for Main Street investors: He explained why he is buying more of a very controversial AI stock while ign ...