Tepper says he owns NVIDIA but trades in and out, not holding a constant position.
“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.”
Tepper says he has no confidence in NVIDIA earnings forecasts for 2026 and 2027.
“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.”
Tepper says he likes NVIDIA at current price levels despite earlier concerns.
“I I I kinda like NVIDIA, the price. Okay? So don't get me wrong. I I I could just love it.”