Brad Gerstner

speaker

3,957 appearances 19 recordings 4 series first heard Apr 2025 last heard 17 Sep

Brad Gerstner’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

Appearances

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TBPN · Where Brad Gerstner Is Investing Billions · 29 May 2026 podcast

So that buoyed the entire AI segment.

And it was when they started posting those numbers and then they said, on top of that, we're doing it at high gross margins in a way that in Q2 may in fact actually lead to free cash growth.

some positive free cash flow, the market really ascended.

Remember, two months ago, the market was basically down on the air.

And a lot of these returns, we just had two of the biggest months in the history of Altimeter's public funds.

That's 18 years.

I mean, we're going back a long time.

But that's, you know, listen, I think we picked some pretty good stocks, memory, logic, et cetera.

But I also think it's just a function of the market delivered.

These companies delivered.

You saw Dell's, I mean, listen, Michael Dell, one of my best buds.

And you watch the act, you know, that he's delivering with Dell.

They just had AI server revenues up 750% year over year, went from a $1 billion business to a $16 billion business.

This stuff is real, but in order for it to stay real,

We have to continue to see usage by consumers that they're willing to pay for and growth in the enterprise, small, medium and large that they're willing to pay for and growth in the sovereign domain.

I think it will occur.

But oftentimes, you know, there'll be some pockets along the way here where, you know, where revenues won't be as strong as people think.

We'll have some pullbacks.

We could have 10 to 20 percent pullbacks in the semiconductor stock as just like run of the mill consolidation.

Right.

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