The Minutes of Brad Gerstner on memory https://minutesof.com/brad-gerstner/on/memory/ Everything Brad Gerstner has said on memory: 2 verbatim quotes between February 2024 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner says memory trades at 5x earnings and NVIDIA at 13-14x fully taxed GAAP earnings. https://minutesof.com/q/5094e131-01d9-482c-a310-2f57fd8690b0/ https://minutesof.com/q/5094e131-01d9-482c-a310-2f57fd8690b0/ “Think about memory as an industry is only trading at five times earning. In the case of NVIDIA, trading at 13 or 14, fully taxed gap earnings.” — Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 memory Gerstner notes memory companies trade at 5x fully taxed earnings and Samsung will profit more than Google this https://minutesof.com/q/295ddc25-3844-40e9-ad8b-e31f81299114/ https://minutesof.com/q/295ddc25-3844-40e9-ad8b-e31f81299114/ “They're they're trading at five x fully taxed earnings. Samsung's gonna do more in profits this year than Google.” — CNBC Television Mon, 04 May 2026 19:16:21 +0000 memory