In this article, we will discuss the 10 Best Stocks to Buy According to AI Bull Brad Gerstner.
Brad Gerstner of Altimeter has been one of the most vocal bulls on the AI boom, having consistently rejected Wall Street’s skepticism on valuations and bubble fears. In a recent interview, he said early concerns about AI startups have been proven wrong so far, pointing to companies like OpenAI and Anthropic showing rapid revenue growth. He believes demand for new AI models is strong because businesses are seeing real returns from using AI, and real-world use cases are expanding quickly. He described the total addressable market for AI as “infinite.”
He talked about the explosive growth Anthropic is seeing and mentioned the core reasons behind the trend:
“The first thing for me is that model and product capability just hit this threshold, near AGI, and everybody is like this is so good I have to have it this is no longer about my IT budget this is about labor augmentation and labor replacement,” Gerstner said. “It turns out that the TAM for intelligence is radically different than anything that we’ve seen before. It was companies demanding the product. They’re getting throttled on the product. Why? Because it’s so good. It makes them better at their business.”
For this article, we scanned Altimeter’s Q4 portfolio and picked its top 10 holdings in terms of stake value. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Brad Gerstner of Altimeter Capital
10. Alphabet (NASDAQ:GOOGL)
Altimeter Capital’s Stake: $162,537,770
Wall Street’s fears about Alphabet’s (NASDAQ:GOOGL) bread and butter (search and ads) haven’t proven to be true so far. The company’s search business is expanding. In Q4, Search usage reached its highest level ever, while AI Mode queries were 3 times longer than traditional searches, suggesting engagement is increasing rather than being displaced. Alphabet’s revenue stream is broadening fast. In Q4, its Cloud business rose 48% year over year, and ended the period with a $240 billion backlog.
YouTube is another underestimated growth catalyst for Alphabet (NASDAQ:GOOGL). The video platform’s revenue exceeded $60 billion in 2025, surpassing Netflix’s revenue in the same period.
But perhaps the strongest growth catalyst for GOOG in terms of AI is its foray into custom chips. Google’s TPU (Tensor Processing Unit) could see high demand as companies start to cut their reliance on expensive Nvidia chips.
Alphabet (NASDAQ:GOOGL) has a long-term deal with Broadcom to build and supply its AI chips (TPUs) through 2031, which helps it secure chip supply and reduce dependence on Nvidia. Anthropic also plans to use about 3.5 gigawatts of Alphabet’s (NASDAQ:GOOGL) TPU compute starting in 2027, showing that outside companies are starting to run large-scale AI systems on Google’s chips.
Montaka Global Investments stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q4 2025 investor letter:
Alphabet Inc. (NASDAQ:GOOGL) has large, valuable core businesses that are clear beneficiaries of larger and more powerful AI models. Therefore, any ‘excess’ capacity that might materialise from the data centre buildout over the coming years will more rapidly be absorbed by their internal needs. So overall, we see the existence of large, tech/AI-enabled non-cloud businesses attached to the hyperscalers, not as a risk, but as a major strategic advantage (Click here to see the full text).
9. CoreWeave (NASDAQ:CRWV)
Altimeter Capital’s Stake: $230,099,400
Companies are lining up to use CoreWeave’s (NASDAQ:CRWV) AI computing power because demand for AI infrastructure is far higher than supply, and CoreWeave gives them fast access to large-scale GPU capacity without building their own data centers. Recently, Meta signed a $21 billion expanded deal to secure long-term AI cloud capacity through 2032, while Anthropic signed a multi-year deal to run its Claude models on CoreWeave’s (NASDAQ:CRWV) infrastructure, adding another major frontier AI lab to its customer base.
CoreWeave also continues to work with major AI players like OpenAI, Perplexity, and Nvidia-linked infrastructure partners, showing that most leading AI labs are now using its platform in some form. CoreWeave (NASDAQ:CRWV) now has a $66.8 billion revenue backlog, and a big chunk of that money will show up as revenue in the next 2–4 years.
For 2026, CoreWeave (NASDAQ:CRWV) expects $12–13 billion in revenue, compared with roughly about $5 billion in 2025, more than double year over year.
RiverPark Large Growth Fund stated the following regarding CoreWeave, Inc. (NASDAQ:CRWV) in its fourth quarter 2025 investor letter:
“CoreWeave, Inc. (NASDAQ:CRWV): CRWV shares declined in 4Q25 following the company’s 3Q25 report. While revenue grew more than 40% year-over-year, results came in slightly below elevated investor expectations, with management citing elongated lead times for GPU deliveries and a slower ramp in certain enterprise AI workloads. Gross margins compressed modestly due to higher power and data center infrastructure costs, and guidance pointed to continued investment intensity through 2026 as the company scales new facilities in Texas and Norway. These dynamics led to profit-taking after a strong post-IPO performance.
We believe CoreWeave’s purpose built infrastructure is uniquely positioned within the high performance cloud compute market. Its differentiated architecture, deep relationships with leading AI model developers, and strategic partnerships across the semiconductor and infrastructure supply chain create a compelling long-term opportunity. As capacity expands and utilization improves, we expect CoreWeave to emerge as a high-growth, high-return platform within next-generation cloud computing.”
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