The Minutes of Gavin Baker on contrarian https://minutesof.com/gavin-baker/on/contrarian/ Everything Gavin Baker has said on contrarian: 2 verbatim quotes from May 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:44 +0000 Baker admits he has been hanging on to memory stocks for dear life despite contrarian instincts. https://minutesof.com/q/9a463885-24f2-43d3-9479-fb352cad111c/ https://minutesof.com/q/9a463885-24f2-43d3-9479-fb352cad111c/ “I've been hanging on to the memory stocks for dear life. And yeah, but that's that's a that that's been a lifelong journey” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 contrarian I would say based on every memory cycle we have had for the last twenty five years, this is the time to be sel https://minutesof.com/q/f4b9214f-e8ec-4253-adbe-1d9175dac3ff/ https://minutesof.com/q/f4b9214f-e8ec-4253-adbe-1d9175dac3ff/ “I would say based on every memory cycle we have had for the last twenty five years, this is the time to be selling memory 100%.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 contrarian