Brad Gerstner

American investor, and hedge fund manager

1. This is not about multiple expansion. This is an earnings driven market expansion.

   Brad Gerstner · All-In with Chamath, Jason, Sacks & Friedberg · Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem · 2026-09-17

2. Semiconductors are 70% of the Nasdaq's return. 70% of the return. That's both good and bad, and we'll get into that.

   Brad Gerstner · All-In with Chamath, Jason, Sacks & Friedberg · Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem · 2026-09-17

3. How can you commit to $1 trillion in CapEx when you have $13 billion of GAAP revenue? I thought this would be a way to clear up some confusion in the market. Instead, he told me to sell my shares.

   Brad Gerstner · All-In with Chamath, Jason, Sacks & Friedberg · Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem · 2026-09-17

• $SPCX SpaceX — 25 mentions
• $NVDA Nvidia — 19 mentions
• $MSFT Microsoft — 10 mentions
• $GOOG Google — 6 mentions
• $SNOW Snowflake — 5 mentions
• $AMZN Amazon — 4 mentions
• $AAPL Apple — 4 mentions
• $UBER — 3 mentions
• All-In with Chamath, Jason, Sacks & Friedberg · More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts · 2026-07-11
• Squawk Pod · Trump Accounts Launch: Brad Gerstner 7/6/26 · 2026-07-06
• All-In with Chamath, Jason, Sacks & Friedberg · Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries · 2026-06-07