The Minutes

Brad Gerstner on

arm

2 entries, 28 May 2026 to 29 May 2026

On the recordsourced and dated, oldest first

    1. spoken

      Gerstner explains rotating from Snowflake (up 10%) into Micron and Arm (both up 200% year to date).

      “Compare that what we moved the money into, like Micron, which is up 200% year to date, or Arm, which is up 200% year to date.”

      28 May 2026 · CNBC Television · 1:45 · source · permalink
    2. spoken

      Gerstner defends rotating out of Snowflake (up 10%) into Micron and Arm (both up 200% year-to-date).

      “Compare that what we moved the money into, like Micron, which is up 200% year to date, or Arm, which is up 200% year to date.”

      29 May 2026 · Altimeter Capital · 5:34 · source · permalink

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