The Minutes of David Tepper on ai https://minutesof.com/david-tepper/on/ai/ Everything David Tepper has said on AI: 4 verbatim quotes between May 2018 and September 2025, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:30 +0000 Tepper says he owns NVIDIA but trades in and out, not holding a constant position. https://minutesof.com/q/7f827c56-7d08-4969-9c65-38317fd5f6f5/ https://minutesof.com/q/7f827c56-7d08-4969-9c65-38317fd5f6f5/ “I do own NVIDIA, but I go back and forth and back and forth a little bit, because I do, you know, I will trade a little bit.” — CNBC Television Thu, 18 Sep 2025 14:00:10 +0000 ai Tepper says he has no confidence in NVIDIA earnings forecasts for 2026 and 2027. https://minutesof.com/q/8dbe86d0-3a9f-4b95-b3a3-b6009787f96e/ https://minutesof.com/q/8dbe86d0-3a9f-4b95-b3a3-b6009787f96e/ “I have no idea in '26 and '27. I am no idea. Okay? I mean, as if I was but I don't believe I don't believe my analysts.” — CNBC Television Thu, 26 Sep 2024 13:48:15 +0000 ai Tepper argues meeting AI power needs will require natural gas, not just nuclear. https://minutesof.com/q/825530b7-5126-4f98-9968-9107db4dc974/ https://minutesof.com/q/825530b7-5126-4f98-9968-9107db4dc974/ “It has to be if you're gonna meet these power needs of what they need for AI, you're gonna have to use natural gas.” — CNBC Television Thu, 26 Sep 2024 13:48:15 +0000 ai Tepper says quantitative trading machines are performing poorly this year despite prevalence of algorithmic fi https://minutesof.com/q/a9dc95b1-7ffc-46e4-80cf-a5ca62854a44/ https://minutesof.com/q/a9dc95b1-7ffc-46e4-80cf-a5ca62854a44/ “Machines, to compete against machines, which there's a lot of machine finance. The machines are doing shitty this year.” — B.E.S.T. Sun, 06 May 2018 00:11:47 +0000 ai