Altimeter's Gerstner Dumps CoreWeave, Shifts to Meta and Tesla

Altimeter's Brad Gerstner says he has fully exited CoreWeave, cutting AI exposure over the past three months as he believes the AI rally is overheated, while shifting about 10% of the position into Meta and Tesla.

2026-10-16 ~ 2026-10-16 · 2 related posts

• Altimeter's Brad Gerstner dumps entire CoreWeave stake, rotates 10% into Meta and Tesla — SumitGup · 2026-10-16
• Gerstner dumps entire CoreWeave stake, moves 10% of book into Meta and Tesla on AI overshoot — SumitGup · 2026-10-16