Larrea: PLTR "Uniquely Positioned" in A.I. & "Pull Back Your Expectations" on NVDA
Schwab Network · Schwab Network
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Show Notes
Aquiles Larrea still likes Nvidia (NVDA) but says it may be a "slower growth story" now, as he pulls back expectations for the A.I. chipmaker in the near-term. Ahead of Jensen Huang's GTC keynote address, he's looking to find "more confidence" in the company and believes NVDA is in an over-sold condition right now. For Palantir (PLTR), he sees the stock at more than $115 citing more "potential" in the A.I. trade yet to come.
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