SPY

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 11, 2026 by Brad Gerstner · across every show →

Everything said about SPY, oldest first

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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SPY

Everything said about SPY, oldest first

Turn any episode into a week of clips.