The Minutes of Brad Gerstner on cerebras https://minutesof.com/brad-gerstner/on/cerebras/ Everything Brad Gerstner has said on cerebras: 3 verbatim quotes from May 2026, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:08:58 +0000 Gerstner says institutional demand for Cerebras is around $250-275 range, while demand over $300 is mostly ret https://minutesof.com/q/95fb74a5-3d35-4c34-8520-cb3bf93f56a7/ https://minutesof.com/q/95fb74a5-3d35-4c34-8520-cb3bf93f56a7/ “I would say it's more in that range. That's what I'm hearing from the institutions. I think most of the demand over 300 is frankly retail that listen.” — Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 cerebras Gerstner says Cerebras is opening at over $100 billion valuation within minutes of speaking. https://minutesof.com/q/13a81491-7a96-4252-b731-7c61215dd57f/ https://minutesof.com/q/13a81491-7a96-4252-b731-7c61215dd57f/ “We had the risk capital that stepped in, and now it's gonna go public today. I'm hearing in less than two minutes at over a 100 over a $100,000,000,000.” — Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 cerebras Gerstner warns retail investors not to YOLO into Cerebras at $400 per share. https://minutesof.com/q/68097ce7-b977-462e-826d-b36efc9fcae6/ https://minutesof.com/q/68097ce7-b977-462e-826d-b36efc9fcae6/ “I get worried about Scott, like I said on the show Yeah. With retail investors, I would not be YOLO ing into this thing at $400.” — Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 cerebras