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AI Semis

topic on 1 show · 1 statements across 1 episodes

BG2 Pod

1 statements about AI Semis, every show

BG2 Assertion Supported
Gerstner: Mag-Seven underperformed this year while AI power and semis rose
“So, the Mag-Seven has actually underperformed this year, but we have AI power, we have AI related software, we have AI semis that are up on the year.”
Brad Gerstner Jun 20, 2025 ▶ 6:11 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod

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