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.”