Brad Gerstner’s Altimeter is making dramatic changes in its portfolio, dumping tens of millions of dollars in Alphabet (GOOGL) in…
Browsing: Altimeter
Brad Gerstner says Altimeter’s strategy over the past two years has centered on one core idea. In a new Fox…
Brad Gerstner’s tech-focused investment firm is close to abandoning a premier data center play while deploying hundreds of millions of…
Altimeter Capital says the AI trade is entering a phase where stock selection matters more than narratives, as infrastructure spending…