Brad Gerstner on CNBC Television: “Gerstner says 80% of Altimeter's capital is in memory, logic, and comp”

Brad Gerstner · CNBC Television · 4 May 2026

“80% of our capital has been in memory and logic and compute, you know, companies like Nvidia, companies like SK Hynix, companies like CoreWeave, etcetera. And so that's consumed a lot of capital.”

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