AI power

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 20, 2025 by Brad Gerstner · across every show →

Everything said about AI power, oldest first

Jun 20, 2025 neutral
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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