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NASDAQ

4 statements across 4 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 22, 2024 by Brad Gerstner · said 35 times in 17 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (30), Bill Gurley (4), Bob Mylod (1)

tap a year for its mentions
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0510202420252026episodes it came up in
001.352.510202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 19 mentions in 9 episodes 2 per episode
2024 15 mentions in 7 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about NASDAQ, oldest first

Feb 22, 2024
Assertion Supported
Gerstner: Tech stock gains in early 2024 are concentrated in Meta and Nvidia
“Meta, Nvidia up 30, 40% even with the pullback that we had today. But the truth is the Nasdaq hasn't really moved that much. I mean, I think we're up three or four percent through today. If you look at the median stock, I think it's up about one percent.”
Brad Gerstner Feb 22, 2024 ▶ 3:28 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
Nov 21, 2024 neutral
Prediction Held up
Gerstner: Broad indices will not see a 25% gain in 2025
“I don't expect a 25% up year for a broad-based index.”
Brad Gerstner Nov 21, 2024 ▶ 1:01:27 Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 21, 2025 neutral
Assertion Supported
Gerstner: NASDAQ Down ~10% Since February 2025 With Components Down 20-30%
“And the first leg of that, I think the NASDAQ's down about 10%. Since that moment, I think a lot of the components of the NASDAQ are down much more, 20, 30%, right, since that moment.”
Brad Gerstner Mar 21, 2025 ▶ 3:56 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
Jun 11, 2026 neutral
Assertion Partly supported
Gerstner: Software and Internet Lagged While AI Lifted SPY and NASDAQ
“Internet's down 16%. Software's down eight percent on the year. You know, SPY and NASDAQ are up, but really up because of their components that are related to AI and compute.”
Brad Gerstner Jun 11, 2026 ▶ 1:12:47 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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