Big Four

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 9, 2024 by Brad Gerstner · across every show →

Everything said about Big Four, oldest first

Aug 9, 2024 bullish
Prediction Held up
Gerstner: Big Four Tech to Spend $220B on CapEx in 2024
“If you look at the big four, they're gonna spend two hundred and twenty billion this year on CapEx, you know.”
Brad Gerstner Aug 9, 2024 ▶ 32:02 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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