Name: NVDA & A.I. Hardware Risk, Software Safer for 2025
Uploaded: 2025-02-06T21:26:04.033-06:00
Duration: 6 min 52 s
Description: In the A.I. trade, Logan Gilland believes hardware is on its way out, and software will become the primary tech play. Logan points to names "like" Palantir (PLTR) that have still more room to grow. Matt Montefusco agrees that demand for hardware will go down but notes promise in parts of the A.I. landscape he considers tariff-proof.

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In the A.I. trade, Logan Gilland believes hardware is on its way out, and software will become the primary tech play. Logan points to names "like" Palantir (PLTR) that have still more room to grow. Matt Montefusco agrees that demand for hardware will go down but notes promise in parts of the A.I. landscape he considers tariff-proof.

NVDA & A.I. Hardware Risk, Software Safer for 2025

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