| 140% | “140%” | Gerstner: US Has Effective Embargo on China via 140% Tariffs | Brad Gerstner | Apr 24, 2025 | — |
| 110% | “110%” | Gerstner: Google faces an innovator's dilemma moving from search ads to answers | Brad Gerstner | Feb 8, 2024 | — |
| 100% | “hundred percent” | Jain: Proactive AI will expand power-user adoption to 100% | Arvind Jain | Dec 23, 2025 | — |
| 100% | “hundred percent” | Huang: 100% of NVIDIA engineers and chip designers use AI agents | Jensen Huang | Sep 26, 2025 | — |
| 100% | “hundred percent” | Huang: Startups should capture entire nascent markets rather than entering mature ones | Jensen Huang | Sep 26, 2025 | — |
| 100% | “hundred percent” | Gerstner: xAI will serve as the hyperscaler powering Musk's companies | Brad Gerstner | Jan 11, 2025 | — |
| 100% | “100%” | Gerstner: No entity has $100B or $500B upfront for Stargate | Brad Gerstner | Jan 23, 2025 | — |
| 100% | “hundred percent” | Gurley: NVIDIA has 65% operating margins while growing over 100% | Bill Gurley | Oct 13, 2024 | Open |
| 100% | “hundred percent” | Gurley: Hypergrowth delays microeconomics and temporarily masks margin durability | Bill Gurley | Oct 13, 2024 | — |
| 100% | “hundred percent” | Gurley: Direct AI transaction completion will reduce revenue per visit | Bill Gurley | Oct 31, 2024 | — |
| 100% | “hundred percent” | Gerstner: Stock Market Is Not Justified Being 10-15% Above January 2024 Levels | Brad Gerstner | Aug 9, 2024 | — |
| 100% | “hundred percent” | Gurley: 100% Bing Revenue Share Would Earn Apple Less Than Google Deal | Bill Gurley | Aug 9, 2024 | — |
| 100% | “hundred percent” | Gerstner: Tesla FSD 12.5 and 12.6 will be 100% hands-free | Brad Gerstner | Jul 25, 2024 | Partly held up |
| 100% | “100%” | Levie: Google's business model in AI could be as good or better | Aaron Levie | Feb 8, 2024 | — |
| 99% | “99%” | Gurley: A US sovereign wealth fund has a 99% chance of being raided | Bill Gurley | Feb 5, 2025 | — |
| 99% | “99%” | Gerstner: Winning consumer AI platform will capture 70% to 80% market share | Brad Gerstner | Mar 2, 2025 | — |
| 99% | “99%” | Gerstner: Google faces the biggest innovator's dilemma in Silicon Valley history | Brad Gerstner | Jan 11, 2025 | — |
| 99% | “99%” | Gerstner: 99% of vehicle data never gets sent back to Tesla | Brad Gerstner | Mar 7, 2024 | — |
| 99% | “99%” | Gerstner: Google faces an innovator's dilemma moving from search ads to answers | Brad Gerstner | Feb 8, 2024 | — |
| 99% | “99%” | Gerstner: Google will almost certainly not replicate its search monopoly in AI | Brad Gerstner | Feb 8, 2024 | — |
| 99% | “99%” | Gerstner: Google search market share and gross margins will decline | Brad Gerstner | Feb 22, 2024 | — |
| 98% | “98%” | Dell: AI productivity gains will be far bigger than the PC's | Michael Dell | Jul 10, 2025 | — |
| 98% | “98%” | Patel: NVIDIA holds 98% of AI workloads outside Google, 70% overall | Dylan Patel | Dec 23, 2024 | — |
| 95% | “95%” | Jain: 95% enterprise AI failure rate is desirable for tech experimentation | Arvind Jain | Dec 23, 2025 | — |
| 95% | “95%” | Huang: Nvidia previously held 95% AI chip market share in China | Jensen Huang | Sep 26, 2025 | Supported |
| 95% | “95%” | Gurley: White House EV summit excluded Tesla despite 95% market share | Bill Gurley | Jul 25, 2024 | Partly supported |
| 95% | “95%” | Levie: Applying identical multiples to 5% and 90% margin businesses is crazy | Aaron Levie | Feb 8, 2024 | — |
| 94% | “94%” | Zawalick: Diablo Canyon Operates at a 90%+ Capacity Factor | Maureen Zawalnik | Sep 9, 2024 | Supported |
| 92% | “92%” | Gurley: 85% of CIOs increase AI spend despite flat budgets | Bill Gurley | Jun 10, 2024 | Supported |
| 90% | “90%” | Madra: Chinese open-source AI offers 90% of top quality at 90% discount | Sunny Madra | Jul 31, 2025 | Supported |
| 90% | “90%” | Gerstner: China mines 60% and refines 90% of critical rare earths | Brad Gerstner | Apr 24, 2025 | Supported |
| 90% | “90%” | Gerstner: ChatGPT commands an 80% to 90% consumer AI market share | Brad Gerstner | Apr 4, 2025 | — |
| 90% | “90%” | Gerstner: 90% of ByteDance's Business Is Outside TikTok US | Brad Gerstner | Apr 4, 2025 | — |
| 90% | “90%” | Gerstner: AI inference costs dropped 90% over the past year | Brad Gerstner | Oct 13, 2024 | Supported |
| 90% | “90%” | Gerstner: AMD guidance implies 3% GPU data center share vs Nvidia's 90% | Brad Gerstner | Oct 31, 2024 | Supported |
| 90% | “90%” | Gerstner: AI inference costs have fallen over 90% in 18 months | Brad Gerstner | Sep 25, 2024 | Supported |
| 90% | “90%” | Zawalick: Diablo Canyon Operates at a 90%+ Capacity Factor | Maureen Zawalnik | Sep 9, 2024 | Supported |
| 90% | “90%” | Zawalick: Reprocessing spent fuel allows 80% to 90% to be reused | Maureen Zawalnik | Sep 9, 2024 | Supported |
| 90% | “90%” | Gurley: Over 90% of NIH Grants Target Monetizable Products Over Prevention | Bill Gurley | Jul 11, 2024 | — |
| 90% | “90%” | Gurley: 80% to 90% of Users Will Pick Google on Choice Screens | Bill Gurley | Aug 9, 2024 | Open |
| 90% | “90%” | Levie: Applying identical multiples to 5% and 90% margin businesses is crazy | Aaron Levie | Feb 8, 2024 | — |
| 90% | “90%” | Levie: Software firms with 90% retention cannot reach high-margin cash flow | Aaron Levie | Feb 8, 2024 | — |
| 90% | “90%” | Levie: Zero enterprise CIOs are even 90% migrated to the cloud | Aaron Levie | Feb 8, 2024 | — |
| 87% | “87%” | Gurley: Gary Steele cut Splunk's stock participation from 87% to 15% | Bill Gurley | Mar 21, 2024 | Contradicted |
| 85% | “85%” | Gurley: 85% of CIOs increase AI spend despite flat budgets | Bill Gurley | Jun 10, 2024 | Supported |
| 83% | “83%” | Gerstner: 83% of CIOs plan to repatriate workloads on-prem | Brad Gerstner | Apr 29, 2024 | Supported |
| 82% | “82%” | Madra: 82% of enterprises use or plan to use open-source AI | Sundeep Madra | Apr 29, 2024 | Contradicted |
| 80% | “80%” | Thomas Laffont: Public market institutions avoid assets with 70–80% downside risk | Thomas Laffont | Jun 20, 2025 | — |
| 80% | “80%” | Gerstner: Winning consumer AI platform will capture 70% to 80% market share | Brad Gerstner | Mar 2, 2025 | — |
| 80% | “80%” | Gerstner: ChatGPT cannibalized 80% of my Google search activity | Brad Gerstner | Mar 2, 2025 | — |
| 80% | “80%” | Gerstner: Microsoft is spending 80% of free cash flow on CapEx | Brad Gerstner | Mar 2, 2025 | Supported |
| 80% | “80%” | Gerstner: 2023 Wall Street consensus forecast for Nvidia missed by 80% | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 80% | “80%” | Gerstner: 80% of current unicorn startups will never regain peak valuations | Brad Gerstner | Sep 25, 2024 | — |
| 80% | “80%” | Gurley: Large endowments are holding zombiecorn startups at unrealistically high valuations | Bill Gurley | Sep 25, 2024 | — |
| 80% | “80%” | Gerstner: Only 48% of S&P companies beat revenue, lowest since Q3 2019 | Brad Gerstner | Aug 9, 2024 | Supported |
| 80% | “80%” | Gurley: Consumer AI Tools Lack Differentiation Needed to Reach Escape Velocity | Bill Gurley | Apr 29, 2024 | — |
| 80% | “80%” | Gurley: RSUs misalign management by preserving equity value during stock drops | Bill Gurley | Mar 21, 2024 | — |
| 75% | “75%” | Gerstner: Venture Secondary Market Sales Are Down 50% to 75% From Peak | Brad Gerstner | Jun 22, 2024 | Partly supported |
| 75% | “75%” | Gerstner: Twitter Platform and Product Pace Are as Vibrant as Ever | Brad Gerstner | Jan 25, 2024 | — |
| 70% | “70%” | Gerstner: NVIDIA trades around 30 P/E compared to Cisco's 2000 peak | Brad Gerstner | Dec 23, 2024 | Supported |
| 70% | “70%” | Patel: Microsoft earns 50% to 70% gross margins on OpenAI models | Dylan Patel | Dec 23, 2024 | — |
| 70% | “70%” | Patel: Anthropic showed ~70% gross margins in its most recent round | Dylan Patel | Dec 23, 2024 | — |
| 70% | “70%” | Patel: Apple accounts for over 70% of Google's TPU rental revenue | Dylan Patel | Dec 23, 2024 | — |
| 70% | “70%” | Gerstner: Unlikely US nuclear build costs fall 70% to compete with gas | Brad Gerstner | Sep 9, 2024 | — |
| 70% | “70%” | Gerstner: Altimeter Cut Its Peak 70% Big Tech Allocation by Half | Brad Gerstner | Jul 11, 2024 | — |
| 70% | “70%” | Gerstner: 60% to 70% of Unicorns Will Never Go Public | Brad Gerstner | Jun 22, 2024 | — |
| 70% | “70%” | Gurley: Tesla's 2018 compensation package had 70% shareholder approval | Bill Gurley | Mar 7, 2024 | Partly supported |
| 70% | “70%” | Levie: Box serves 115,000 customers and 70% of the Fortune 500 | Aaron Levie | Feb 8, 2024 | Supported |
| 65% | “65%” | Gurley: NVIDIA has 65% operating margins while growing over 100% | Bill Gurley | Oct 13, 2024 | Open |
| 65% | “65%” | Gerstner: 65% of 2023 AI Funding Went to Five or Six Companies | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 65% | “65%” | Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn | Bill Gurley | Jun 22, 2024 | — |
| 64% | “64%” | Gerstner: Generative AI apps show around 40% weekly engagement | Brad Gerstner | Aug 9, 2024 | Supported |
| 64% | “64%” | Gerstner: 64% of Fortune 500 companies use Azure OpenAI | Brad Gerstner | Apr 29, 2024 | Supported |
| 60% | “60%” | Gerstner: China mines 60% and refines 90% of critical rare earths | Brad Gerstner | Apr 24, 2025 | Supported |
| 60% | “60%” | Gerstner: 60% of ByteDance Shareholders Are US Investors | Brad Gerstner | Apr 4, 2025 | Supported |
| 60% | “60%” | Gurley: Argentina ETF ARGT is up 60% to 65% year-to-date | Bill Gurley | Nov 27, 2024 | Supported |
| 60% | “60%” | Gurley: Visa and Mastercard Have the Highest Operating Margins in North America | Bill Gurley | Nov 27, 2024 | Partly supported |
| 60% | “60%” | Gurley: AI productivity gains will be competed away across most industries | Bill Gurley | Oct 13, 2024 | — |
| 60% | “60%” | Patel: Hyperscalers represent 50% to 60% of AI chip revenue | Dylan Patel | Dec 23, 2024 | — |
| 60% | “60%” | Levie: Gross margins structurally dictate whether a company achieves software operating margins | Aaron Levie | Feb 8, 2024 | — |
| 60% | “60%” | Gurley: Moving search from ads to transactions causes a 10x revenue reduction | Bill Gurley | Feb 8, 2024 | — |
| 60% | “60%” | Gerstner: Google search market share and gross margins will decline | Brad Gerstner | Feb 22, 2024 | — |
| 58% | “58%” | Dell: We Received $12.1B in Q1 AI Orders, Have $14B Backlog | Michael Dell | Jul 10, 2025 | — |
| 55% | “55%” | Gurley: Two Delaware Judges Account for 55% of Super-High Fee Multipliers | Bill Gurley | May 22, 2025 | Supported |
| 55% | “55%” | Gerstner: Nvidia's $700 consensus price assumes market share drops to 26% | Brad Gerstner | Feb 22, 2024 | — |
| 54% | “54%” | Gerstner: Enacted US Tariffs on China Will Not Land at 54% | Brad Gerstner | Apr 4, 2025 | Held up |
| 54% | “54%” | Gerstner: 54% of software companies issued forward guidance below consensus | Brad Gerstner | May 16, 2024 | Supported |
| 50% | “50%” | Gerstner: 50% of the world's AI researchers are in China | Brad Gerstner | Aug 28, 2025 | Partly supported |
| 50% | “50%” | Gurley: Around 50% of US AI Researchers Are Chinese | Bill Gurley | Aug 28, 2025 | Partly supported |
| 50% | “50%” | Gerstner: 40% to 50% of Top US AI Researchers Are Chinese | Brad Gerstner | Jun 6, 2025 | Supported |
| 50% | “50%” | Gerstner: DeepSeek's training run was up to 50% more efficient than o1 | Brad Gerstner | Feb 5, 2025 | — |
| 50% | “50%” | Gerstner: Around 50% of US AI researchers are Chinese | Brad Gerstner | May 22, 2025 | Partly supported |
| 50% | “50%” | Laffont: The 2021 IPO cohort is down 50% five years later | Thomas Laffont | Jun 20, 2025 | Supported |
| 50% | “50%” | Gerstner: DOGE will downsize federal government by 40% to 50% | Brad Gerstner | Mar 2, 2025 | Open |
| 50% | “50%” | Gerstner: Government airline ticket sales at one major carrier are down 50% YTD | Brad Gerstner | Mar 2, 2025 | — |
| 50% | “50%” | Gerstner: Nvidia inference revenue is upwards of 50% of total revenue | Brad Gerstner | Jan 11, 2025 | Contradicted |
| 50% | “50%” | Gerstner: US nuclear provides 31% of global output and 20% domestic power | Brad Gerstner | Sep 9, 2024 | Supported |
| 50% | “50%” | Gerstner: Big Tech Stocks Are Not in a Valuation Bubble | Brad Gerstner | Jul 11, 2024 | — |
| 50% | “50%” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 50% | “50%” | Gerstner: Over 50% of OpenAI's revenue comes from consumers | Brad Gerstner | Apr 29, 2024 | Supported |
| 50% | “50%” | Gerstner: Median software IPO over past decade had $185M revenue, 50%+ growth | Brad Gerstner | Apr 18, 2024 | Supported |
| 50% | “50%” | Levie: AI coding tools deliver a 30% to 50% programmer productivity boost | Aaron Levie | Feb 8, 2024 | — |
| 50% | “50%” | Gerstner: Google search market share and gross margins will decline | Brad Gerstner | Feb 22, 2024 | — |
| 49% | “49%” | Gerstner: Meta is buying 49% of an AI startup for $15B | Brad Gerstner | Jun 20, 2025 | Supported |
| 49% | “49%” | Gerstner: 83% of CIOs plan to repatriate workloads on-prem | Brad Gerstner | Apr 29, 2024 | Supported |
| 48% | “48%” | Gerstner: Only 48% of S&P companies beat revenue, lowest since Q3 2019 | Brad Gerstner | Aug 9, 2024 | Supported |
| 45% | “45%” | Gerstner: 521 private funds raised $295B through Q2 2024 as fund counts dropped 45% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 44% | “44%” | Gerstner: Big Five Grew 2024 Earnings by 44% vs 2% for S&P 495 | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 43% | “43%” | Gurley: Brazil's PIX Reached 43% of All Payments Since Mid-2020 Launch | Bill Gurley | Nov 27, 2024 | Supported |
| 43% | “43%” | Gerstner: 83% of CIOs plan to repatriate workloads on-prem | Brad Gerstner | Apr 29, 2024 | Supported |
| 42% | “42%” | Gerstner: Google trades at the lowest P/E and growth rate among MANG peers | Brad Gerstner | Feb 22, 2024 | Supported |
| 40% | “40%” | Gerstner: Over 40% of NVIDIA's revenue comes from AI inference workloads | Brad Gerstner | Sep 26, 2025 | Supported |
| 40% | “40%” | Laffont: The 2021 IPO cohort is down 50% five years later | Thomas Laffont | Jun 20, 2025 | Supported |
| 40% | “40%” | Gerstner: Public companies report Google organic clicks down 20-40% YTD | Brad Gerstner | Mar 2, 2025 | Supported |
| 40% | “40%” | Gerstner: 40% of NVIDIA's revenue already comes from inference | Brad Gerstner | Oct 13, 2024 | Partly supported |
| 40% | “40%” | Gerstner: Venture funding volume dropped 30% to 40% over two years | Brad Gerstner | Oct 31, 2024 | Supported |
| 40% | “40%” | Gerstner: Generative AI apps show around 40% weekly engagement | Brad Gerstner | Aug 9, 2024 | Supported |
| 40% | “40%” | Gerstner: Tech stock gains in early 2024 are concentrated in Meta and Nvidia | Brad Gerstner | Feb 22, 2024 | Supported |
| 38% | “38%” | Gerstner: Big Tech Earnings Are Up 38% Over the Past 12 Months | Brad Gerstner | Jul 11, 2024 | Supported |
| 36% | “36%” | Gerstner: Tech trades at 36% premium to 10-year average while software lags | Brad Gerstner | Jan 25, 2024 | Supported |
| 35% | “35%” | Thomas Laffont: AppLovin doubled revenue while cutting headcount over 35% | Thomas Laffont | Jun 20, 2025 | Partly supported |
| 35% | “35%” | Gurley: 35% of Chinese university grads study STEM versus under 10% in US | Bill Gurley | Nov 27, 2024 | Partly supported |
| 35% | “35%” | Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn | Bill Gurley | Jun 22, 2024 | — |
| 35% | “35%” | Gurley: OpenAI's 12-Month Subscription Retention Rate Is Around 35% | Bill Gurley | Jul 25, 2024 | Contradicted |
| 35% | “35%” | Mylod: Sinking 35% of free cash flow into SBC destroys company value | Bob Mylod | Mar 21, 2024 | — |
| 31% | “31%” | Gerstner: US nuclear provides 31% of global output and 20% domestic power | Brad Gerstner | Sep 9, 2024 | Supported |
| 30% | “30%” | Gerstner: US tariffs will settle at 5-10% globally, 25-30% on China | Brad Gerstner | Apr 24, 2025 | Partly held up |
| 30% | “30%” | Gerstner: Targeted tariffs generate roughly $300B in revenue | Brad Gerstner | May 22, 2025 | — |
| 30% | “30%” | Gerstner: NASDAQ Down ~10% Since February 2025 With Components Down 20-30% | Brad Gerstner | Mar 21, 2025 | Supported |
| 30% | “30%” | Gerstner: Wiz Deal Valued at 30x Revenue vs. Public SaaS 6-7x | Brad Gerstner | Mar 21, 2025 | — |
| 30% | “30%” | Madra: NVIDIA's internal AI productivity gains for chip design exceed 100% | Sunny Madra | Oct 13, 2024 | — |
| 30% | “30%” | Gerstner: AI infrastructure capex growth requires matching 30% inference revenue growth | Brad Gerstner | Dec 23, 2024 | — |
| 30% | “30%” | Gerstner: 2017 Corporate Tax Cuts Drove 20% to 30% of Earnings Growth | Brad Gerstner | Jul 11, 2024 | Partly supported |
| 30% | “30%” | Gerstner: Altimeter Cut Its Peak 70% Big Tech Allocation by Half | Brad Gerstner | Jul 11, 2024 | — |
| 27% | “27%” | Nadella: Microsoft's $13.5B OpenAI investment was equity, not booked as Azure revenue | Satya Nadella | Oct 31, 2025 | Supported |
| 26% | “26%” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 26% | “26%” | Gerstner: Nvidia's $700 consensus price assumes market share drops to 26% | Brad Gerstner | Feb 22, 2024 | — |
| 25% | “25%” | Laffont: Profitable companies growing over 25% should prepare for an IPO | Thomas Laffont | Jun 20, 2025 | — |
| 25% | “25%” | Gerstner: Huang believes NVIDIA can triple revenue with 25% headcount growth | Brad Gerstner | Oct 13, 2024 | — |
| 25% | “25%” | Gerstner: Broad indices will not see a 25% gain in 2025 | Brad Gerstner | Nov 21, 2024 | Held up |
| 25% | “25%” | Gerstner: Meta video engagement grew 25% year-over-year driven by AI | Brad Gerstner | Feb 8, 2024 | Supported |
| 20% | “20%” | Gerstner: Stock Market Has Bounced 20% in Last 20 Trading Days | Brad Gerstner | May 22, 2025 | Partly supported |
| 20% | “20%” | Gerstner: $2T in tariffs is a 600-700 bps GDP headwind | Brad Gerstner | May 22, 2025 | — |
| 20% | “20%” | Gerstner: Mag-7 revenue grew 20% compounded while OpEx grew 2% | Brad Gerstner | Jun 20, 2025 | Partly supported |
| 20% | “20%” | Gerstner: Clinton downsized government by 10-20% and reached $230B surplus | Brad Gerstner | Mar 2, 2025 | Supported |
| 20% | “20%” | Ball: Mega-funds incentivize VCs to prioritize deploying capital over founder success | Jamin Ball | Oct 31, 2024 | — |
| 20% | “20%” | Gurley: TSMC is implementing an across-the-board 20% price increase | Bill Gurley | Oct 31, 2024 | Contradicted |
| 20% | “20%” | Huang: Parallel processing favors transistor volume over individual transistor speed | Jensen Huang | Oct 13, 2024 | — |
| 20% | “20%” | Gerstner: Diablo Canyon produces ~9% of California's energy at 6¢/kWh | Brad Gerstner | Sep 9, 2024 | Partly supported |
| 20% | “20%” | Gerstner: US nuclear provides 31% of global output and 20% domestic power | Brad Gerstner | Sep 9, 2024 | Supported |
| 20% | “20%” | Gerstner: Active Managers Control Only 11% of Mega-Cap Tech Shares | Brad Gerstner | Jul 11, 2024 | Partly supported |
| 20% | “20%” | Gurley: RSUs misalign management by preserving equity value during stock drops | Bill Gurley | Mar 21, 2024 | — |
| 20% | “20%” | Gerstner: Only 10 of 50 tech companies keep SBC under 20% FCF | Brad Gerstner | Mar 21, 2024 | — |
| 19% | “19%” | Gerstner: US Data Center Power Consumption Projected to Reach 18% by 2030 | Brad Gerstner | Apr 4, 2024 | Open |
| 17% | “17%” | Gerstner: Google search query growth slowed to 4% per year | Brad Gerstner | Feb 22, 2024 | — |
| 16% | “16%” | Gerstner: Software and Internet Lagged While AI Lifted SPY and NASDAQ | Brad Gerstner | Jun 11, 2026 | Partly supported |
| 15% | “15%” | Gerstner: Stock market will drop 10-15% if policy deals fail | Brad Gerstner | Jun 6, 2025 | — |
| 15% | “15%” | Gerstner: Markets have dropped 15% since April 2nd tariff announcements | Brad Gerstner | Apr 24, 2025 | Contradicted |
| 15% | “15%” | Gerstner: Targeted tariffs generate roughly $300B in revenue | Brad Gerstner | May 22, 2025 | — |
| 15% | “15%” | Gerstner: Tech expanded from 5% to 15% of global GDP | Brad Gerstner | Jun 20, 2025 | Supported |
| 15% | “15%” | Gerstner: Public markets could see a 10% to 15% drawdown from slowing growth | Brad Gerstner | Mar 2, 2025 | — |
| 15% | “15%” | Gerstner: 2025 Market Returns Depend on Non-Tech Earnings and Sub-5% Rates | Brad Gerstner | Jan 11, 2025 | — |
| 15% | “15%” | Gerstner: Stock Market Is Not Justified Being 10-15% Above January 2024 Levels | Brad Gerstner | Aug 9, 2024 | — |
| 15% | “15%” | Gerstner: Technology Has Grown From 5% to 15% of Global GDP | Brad Gerstner | Jun 22, 2024 | Supported |
| 14% | “14%” | Gerstner: US Represents Only 14% of China's Exports and 3% of GDP | Brad Gerstner | Aug 28, 2025 | Supported |
| 14% | “14%” | Gerstner: Nvidia and Magnificent Six drove 10% of S&P's 14% return | Brad Gerstner | Jun 22, 2024 | Supported |
| 14% | “14%” | Gerstner: Robotaxis Will Increase Rideshare Net Margins to 12-14% | Brad Gerstner | Apr 18, 2024 | — |
| 14% | “14%” | Gerstner: Google trades at the lowest P/E and growth rate among MANG peers | Brad Gerstner | Feb 22, 2024 | Supported |
| 14% | “14%” | Gerstner: Microsoft, Nvidia, and Meta PEG ratios trade in line historically | Brad Gerstner | Jan 25, 2024 | Supported |
| 13% | “13%” | Gerstner: Google search query growth slowed to 4% per year | Brad Gerstner | Feb 22, 2024 | — |
| 12% | “12%” | Gerstner: China buys just 3% of US treasuries, down from 12% | Brad Gerstner | Mar 2, 2025 | Partly supported |
| 12% | “12%” | Gerstner: Active Managers Control Only 11% of Mega-Cap Tech Shares | Brad Gerstner | Jul 11, 2024 | Partly supported |
| 12% | “12%” | Gerstner: Google trades at the lowest P/E and growth rate among MANG peers | Brad Gerstner | Feb 22, 2024 | Supported |
| 11% | “11%” | Gerstner: Google trades at the lowest P/E and growth rate among MANG peers | Brad Gerstner | Feb 22, 2024 | Supported |
| 10% | “10%” | Turley: About 10% of the world currently uses ChatGPT | Nick Turley | Mar 15, 2026 | Supported |
| 10% | “10%” | Gerstner: US tariffs will settle at 5-10% globally, 25-30% on China | Brad Gerstner | Apr 24, 2025 | Partly held up |
| 10% | “10%” | Gerstner: Targeted tariffs generate roughly $300B in revenue | Brad Gerstner | May 22, 2025 | — |
| 10% | “10%” | Gerstner: NASDAQ Down ~10% Since February 2025 With Components Down 20-30% | Brad Gerstner | Mar 21, 2025 | Supported |
| 10% | “10%” | Gerstner: Newsom has not signed Diablo Canyon extension past 2029 | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 10% | “10%” | Gurley: AI automation will struggle in programming due to high error costs | Bill Gurley | Oct 31, 2024 | — |
| 10% | “10%” | Gerstner: Big Tech Stocks Are Not in a Valuation Bubble | Brad Gerstner | Jul 11, 2024 | — |
| 10% | “10%” | Gurley: 85% of CIOs increase AI spend despite flat budgets | Bill Gurley | Jun 10, 2024 | Supported |
| 10% | “10%” | Gurley: Slow-Growth Private Companies Avoiding IPOs Are Acting Like Ostriches | Bill Gurley | Jun 22, 2024 | — |
| 10% | “10%” | Gurley: Startup option dilution drops from ~10% early on to ~3% near IPO | Bill Gurley | Mar 21, 2024 | — |
| 10% | “10%” | Gurley: Microsoft's $11 billion annual SBC is only 0.35% dilution | Bill Gurley | Mar 21, 2024 | Partly supported |
| 10% | “10%” | Levie: Applying identical multiples to 5% and 90% margin businesses is crazy | Aaron Levie | Feb 8, 2024 | — |
| 9% | “nine percent” | Gerstner: Diablo Canyon produces ~9% of California's energy at 6¢/kWh | Brad Gerstner | Sep 9, 2024 | Partly supported |
| 8% | “eight percent” | Gerstner: Software and Internet Lagged While AI Lifted SPY and NASDAQ | Brad Gerstner | Jun 11, 2026 | Partly supported |
| 8% | “Eight percent” | Gerstner: Wall Street consensus projects NVIDIA growth dropping to 8% in 2027 | Brad Gerstner | Sep 26, 2025 | Contradicted |
| 8% | “eight percent” | Philippe Laffont: ChatGPT subscribers reduce Google page views by 8% to 11% | Philippe Laffont | Jun 20, 2025 | — |
| 8% | “eight percent” | Gurley: 85% of CIOs increase AI spend despite flat budgets | Bill Gurley | Jun 10, 2024 | Supported |
| 7% | “seven percent” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 7% | “seven percent” | Gerstner: Azure AI hits $4B run rate with 7% growth contribution | Brad Gerstner | Apr 29, 2024 | Supported |
| 7% | “seven percent” | Gerstner: Robotaxis Will Increase Rideshare Net Margins to 12-14% | Brad Gerstner | Apr 18, 2024 | — |
| 7% | “seven percent” | Gerstner: Tesla earns $2,500 per car with 7% FSD penetration | Brad Gerstner | Mar 7, 2024 | Not publicly verifiable |
| 6% | “six percent” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 5.8% | “5.8%” | Gerstner: US federal revenues grew at 5.8% CAGR since 2017 tax cuts | Brad Gerstner | Nov 27, 2024 | Supported |
| 5% | “five percent” | Jain: Proactive AI will expand power-user adoption to 100% | Arvind Jain | Dec 23, 2025 | — |
| 5% | “five percent” | Gerstner: Tech expanded from 5% to 15% of global GDP | Brad Gerstner | Jun 20, 2025 | Supported |
| 5% | “five percent” | Gerstner: 2025 Market Returns Depend on Non-Tech Earnings and Sub-5% Rates | Brad Gerstner | Jan 11, 2025 | — |
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