Halftime Report cover image

Brad Gerstner Live on Halftime Report 1/6/26

Halftime Report

00:00

CoreWeave: Mispriced Neo-Cloud Opportunity

Brad explains why CoreWeave was punished with peers and why Altimeter sees differentiated execution and added to the position.

Play episode from 17:17
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app