MAG-Five

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 14, 2025 by Brad Gerstner · across every show →

Everything said about MAG-Five, oldest first

Oct 14, 2025 neutral
Assertion Partly supported
Gerstner: Magnificent Five capital expenditures jumped from $156B to $379B
“In 2023, their total capex was one hundred and fifty six billion. And this year it's three hundred and seventy nine billion.”
Brad Gerstner Oct 14, 2025 ▶ 23:18 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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