Voices on NVIDIA
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
4 of 56 Voices · Deutsch
NVDADan NilesInvestorAug 27, 2026Mixed
Our summary: Niles called AI a bubble but expects it to last at least another year and stays constructive on Nvidia's risk-reward, warning that chip shortages may cause over-ordering that flatters demand signals.
CNBC interview ›
Details ⓘ
- Speaker
- Dan Niles, Niles Investment Management
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Aug 27, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 27, 2026; the view may have changed.
NVDAMichael BurryInvestorApr 10, 2026Skeptical
Our summary: In a Substack post Burry disclosed that he added to his Nvidia put options, buying January 2027 puts with a 115 strike.
“I added to my NVDA puts”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained (formerly Scion)
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Apr 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 10, 2026; the view may have changed.
NVDAGavin BakerInvestorOct 22, 2025
Our summary: Baker said GPUs, and Nvidia in particular, will be very hard to displace.
“it's going to be very hard to unseat GPUs”
Aleph podcast ›
Details ⓘ
He called Jensen Huang one of the two most exceptional CEOs he has invested in and described in-house hyperscaler chips trying to out-do Nvidia head-on as a long shot.
- Speaker
- Gavin Baker, Atreides Management
- Role
- Investor
- Source
- Invested by Aleph: Gavin Baker, Managing Partner of Atreides (at 16:30)
- Format
- Podcast
- Date
- Oct 22, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 22, 2025; the view may have changed.
NVDABrad GerstnerInvestorApr 3, 2025Older statement
Our summary: During the April 2025 tariff selloff Gerstner said he was buying Nvidia, arguing GPU demand remained very strong and semiconductors were exempted from the tariffs.
“The growth and the demand for GPUs is off the charts”
CNBC interview ›
Details ⓘ
He expected the tariff hit to Nvidia to be much smaller than for other sectors.
- Speaker
- Brad Gerstner, Altimeter Capital
- Role
- Investor
- Source
- CNBC Halftime Report: Nvidia positioned to weather tariffs, says Gerstner
- Format
- Interview
- Date
- Apr 3, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 3, 2025; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.