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, 26 Jan 2026 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
4
thin
22 Jun 2024 – 28 May 2026
-583 d
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Bill Gurley
1
thin
26 Jan 2026 – 26 Jan 2026
+0 d
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Marc Rowan
1
thin
3 Mar 2026 – 3 Mar 2026
+36 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner notes Satya called AI a supply-driven wave with much experimental work, creating reset risk.
“Satya very quickly said this is a supply driven wave. And I think up to date, that is true. We're we're building ahead of demand.”
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Brad Gerstner
Gerstner estimates Trump tax cuts contributed 20% of S&P 500 gains and their expiration would be a headwind.
“some people have estimated that the tax decreases from the Trump tax cuts contributed to about 20% of the gains in the S and P 500.”
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Brad Gerstner
Gerstner warns that if AI revenues don't materialize, the public market AI trade will have a problem beyond NVIDIA.
“The market the public market does not have a way to play pure AI outside of NVIDIA. It is going to be watching.”
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Bill Gurley
Gurley warns that widespread dependence on one player creates correction risk if they default on commitments.
“And that is another thing that could lead to a correction if they ever have to start defaulting on some of those commitments.”
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“But now as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics. It's government borrowing. It's excesses in capital markets and it's technological change.”
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Brad Gerstner
Gerstner warns the market could see a 10 to 20% consolidation after recent gains.
“But the bigger risk right now is simply that we've come a long way quickly. Right? We could have a 10 to 20% consolidation in the socks or these other technology and AI markets,”
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