Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 15 May 2026 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
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15 May 2026 – 15 May 2026
+0 d
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Brad Gerstner
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28 May 2026 – 2 Jul 2026
+13 d
The chronologysourced and dated, oldest first
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“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%.”
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Brad Gerstner
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.”
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Brad Gerstner
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.”
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Brad Gerstner
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,”
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Brad Gerstner
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.”
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