The Story
News Summary
- Brad Gerstner's Altimeter Capital expanded positions in semiconductors and AI firms like Micron, Cerebras, and SpaceX during Q2.
- Gerstner views recent chip sector volatility as a healthy consolidation and buying opportunity rather than an AI bubble, signaling strong institutional backing.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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