The Minutes of Brad Gerstner on mag seven https://minutesof.com/brad-gerstner/on/mag-seven/ Everything Brad Gerstner has said on mag seven: 2 verbatim quotes between May 2024 and December 2025, each with a timestamp and a link to the recording it… en Fri, 23 Oct 2026 11:01:33 +0000 Gerstner argues NVIDIA at 23-24x forward earnings and Mag Seven at 25-30x are not bubble valuations. https://minutesof.com/q/865094af-0736-4bbd-97cb-d1cab3cd4010/ https://minutesof.com/q/865094af-0736-4bbd-97cb-d1cab3cd4010/ “That is not the stuff that bubbles are made of. Right? I think the rest of the mag seven all trades somewhere between twenty five and thirty times, maybe met is at 21 times earnings.” — CNBC Television Tue, 02 Dec 2025 14:15:59 +0000 mag seven Gerstner reports S&P earnings excluding Mag Seven came in below expectations with quarterly shrinkage. https://minutesof.com/q/d01bb53d-de2e-4011-92bf-2f0979bd9f51/ https://minutesof.com/q/d01bb53d-de2e-4011-92bf-2f0979bd9f51/ “in the quarter, if you back out, you know, mag seven, we're coming in, below expectations. Right? You're actually seeing earnings shrink on a quarter over” — BG2 Pod Thu, 16 May 2024 19:31:21 +0000 mag seven