The Minutes of Brad Gerstner on semiconductors https://minutesof.com/brad-gerstner/on/semiconductors/ Everything Brad Gerstner has said on semiconductors: 3 verbatim quotes between February 2024 and July 2026, each with a timestamp and a link to the… en Fri, 23 Oct 2026 11:01:30 +0000 Gerstner defends Intel government stake as smart negotiated transaction that saved critical resource and gener https://minutesof.com/q/cb1e87f9-82ae-4c44-98ab-6dfd70f4a9e6/ https://minutesof.com/q/cb1e87f9-82ae-4c44-98ab-6dfd70f4a9e6/ “I I disagree with that. I think the intel stake intel was gonna go bankrupt. The US government intervened. It saved a critical national resource.” — Altimeter Capital Thu, 02 Jul 2026 20:07:21 +0000 semiconductors Gerstner notes memory and logic stocks trade at five times fully taxed earnings with flat to down multiples. https://minutesof.com/q/969a1027-57ea-4f35-a8a7-686421e68c61/ https://minutesof.com/q/969a1027-57ea-4f35-a8a7-686421e68c61/ “if you look at the multiples, the fully taxed gap earnings of those businesses, the multiples are actually flat to down, Scott. They're they're trading at five x fully taxed earnings.” — CNBC Television Mon, 04 May 2026 19:16:21 +0000 semiconductors Gerstner cites Morris Chang explaining why Texas cannot compete with Taiwan fab plants. https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ “The U. Yeah. Interestingly enough, he ran a fab plant for Texas Instruments in Texas. And he explains why Taiwan, like why Texas could never possibly compete with a fat plant in Taiwan.” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 semiconductors