Tepper says he doesn't believe his analysts or any analysts on NVIDIA and doesn't trust himself.
“Okay? I mean, as if I was but I don't believe I don't believe my analysts. I don't believe any analysts. I don't trust myself.”
Tepper says he has no visibility on NVIDIA beyond 2025 into 2026 and 2027.
“Do you have the next generation models that can take their chip so it looks great in '24, looks great in '25? I have no idea in '26 and '27. I am no idea.”
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.”
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 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.”
Fragment discusses a signal related to Nvidia appearing for the first time in years.
“ signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same ”