Who is on this subjectordered by the date of their first quote here
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 5 Mar 2026 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
1
thin
2 Dec 2025 – 2 Dec 2025
-93 d
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Bill Gurley
2
thin
5 Mar 2026 – 9 Jun 2026
+0 d
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Howard Marks
2
thin
20 Apr 2026 – 12 Jun 2026
+46 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner argues NVIDIA at 23-24x forward earnings and Mag Seven at 25-30x are not bubble valuations.
“That is not the stuff that bubbles are made of. Right? I think the rest of the mag seven all trades somewhere between twenty five and thirty times, maybe met is at 21 times earnings.”
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Bill Gurley
Gurley states Mag Seven companies formerly generated approximately $3.4 trillion in cash flow before CapEx shift.
“I will tell you, I have a couple different answers to this, which I think are quite interesting. First of all, the Mag seven formerly were creating, I don't know, $3,400,000,000,000 in cash flow.”
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“I happen to believe that the Mag seven, most of or all of them are the best companies I've ever seen.”
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Bill Gurley
Gurley says he wouldn't have believed Mag Seven would turn $50-100B annual free cash flow to zero via CapEx.
“If you told me five years ago that these, mag seven would become worth $3,000,000,000,000 and then turn around and take their free cash flow from 50 to a 100,000,000,000 a year down near zero because they were gonna spend it all on CapEx, I'd have been like, no way. Like, I wouldn't have believed it.”
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Howard Marks
Marks notes Nifty Fifty PE ratios were 60-90 versus Mag Seven today at PE ratios in the thirties, excluding Tesla.
“So so to look at at the at the max seven take out Tesla, they're selling at PE ratios in the thirties.”
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Where they overlapsame programme, same subject
- CNBC Television also carries Brad Gerstner and Howard Marks on this subject, at different times.