The Minutes of Brad Gerstner on arm https://minutesof.com/brad-gerstner/on/arm/ Everything Brad Gerstner has said on arm: 2 verbatim quotes from May 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner defends rotating out of Snowflake (up 10%) into Micron and Arm (both up 200% year-to-date). https://minutesof.com/q/d5ecdc44-f0c9-43d5-aa17-58b5359de935/ https://minutesof.com/q/d5ecdc44-f0c9-43d5-aa17-58b5359de935/ “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.” — Altimeter Capital Fri, 29 May 2026 17:05:40 +0000 arm Gerstner explains rotating from Snowflake (up 10%) into Micron and Arm (both up 200% year to date). https://minutesof.com/q/8abb85b0-70c4-4b99-8c05-28f07697891c/ https://minutesof.com/q/8abb85b0-70c4-4b99-8c05-28f07697891c/ “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.” — CNBC Television Thu, 28 May 2026 17:00:15 +0000 arm