Gerstner explains rotating from Snowflake (up 10%) into Micron and Arm (both up 200% year to date).
“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.”
Gerstner defends rotating out of Snowflake (up 10%) into Micron and Arm (both up 200% year-to-date).
“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.”
Gerstner reports Micron announced $250 million for a million kids' accounts this week.
“And the momentum we have around this is totally extraordinary. Every company that is signing up to add money to the accounts of of of the kids, of their employees, companies like Micron, Sanjay announced this week, $250,000,000 going to a million kids in the communities they serve.”
Gerstner cites Micron's $250 million contribution to a million kids and the Dells' $6.25 billion gift.
“Companies like Micron, Sanjay announced this week, $250,000,000 going to a million kids in the communities they serve. Of course, everybody's familiar with the $6,250,000,000 gift from the Dells,”