Brad Gerstner on

micron

4 quotes · May 2026 – Jul 2026

Saidverbatim, newest first

  1. 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.”

    1:28 · Altimeter Capital · 2 Jul 2026 · permalink
  2. 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,”

    1:38 · CNBC Television · 2 Jul 2026 · permalink
  3. 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.”

    5:34 · Altimeter Capital · 29 May 2026 · permalink
  4. 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.”

    1:45 · CNBC Television · 28 May 2026 · permalink

Everything Brad Gerstner is on record saying · RSS