Nvidia, every mention

4 scenes (said by Brad Gerstner), the whole family · ← back to Nvidia

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Verbatim, from the transcripts: the passages where Nvidia comes up

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Where Brad Gerstner Is Investing Billions May 29, 2026 · 8 mentions

  • ▶ 11:31 Brad Gerstner Software is trading, mostly software names are trading at a higher multiple than NVIDIA. 2 times in the scene
  • ▶ 15:47 Brad Gerstner Like everybody in the value chain, all of the cloud companies, all of the invidias and AMD's and, you know, and off takers, et cetera, and the white house that would deliver a very tangible and profound dividend to the communities that…
  • ▶ 29:02 Brad Gerstner And, you know, as I sit here today, even though it's come up a lot, you know, Hynix is still trading at a single digit multiple, and Mike Brown's trading at a single digit multiple, and NVIDIA's trading at 4 times in the scene
  • ▶ 34:07 Brad Gerstner So you'll, every parent's gonna see that their kid owns a little Nvidia, a little Microsoft, a little Walmart, right?
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