Gerstner forecasts $20 to $30 billion in demand from index funds buying SpaceX in fifteen days.
“In fifteen days from now, you're gonna see twenty to thirty billion dollars of demand roll into the market as the index funds start buying the security.”
Altimeter Capital
“They've announced a trillion dollars over the course of the next six to eight quarters of demand on on, you know, Blackwell's and now Vera Rubins.”
Gerstner notes NVIDIA's Hopper demand remains exceptional and will continue into next year, defying expectations it would end.
“We may have people thought hopper demand would be over by now, frankly, and he said it's going to continue well into next year.”