arm

Saidverbatim, newest first

1. 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.”

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

2. 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.”

   1:45 · CNBC Television · 28 May 2026 · permalink