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$ANTHROPIC · Where Brad Gerstner Is Investing Billions
now playing · $ANTHROPIC
$ANTHROPICbullish· high· posbrad gerstner
Gerstner calls Anthropic fastest-growing company in history, credits it for buoying AI narrative
Anthropic's revenue delivery and high gross margins proved AI monetization is real, single-handedly preventing a 10-15% market correction; on track for positive free cash flow in…
$DELL···bullish· high· posbrad gerstner
Dell AI server revenue up 750% YoY to $16B, validating infrastructure demand
Dell's AI server business exploded from $1B to $16B in a year, proving enterprise infrastructure demand is real and sustainable.
$MU···bullish· medium· posbrad gerstner
Micron stock surged from hundreds to $1000; memory scarcity supports valuation
Micron's dramatic stock appreciation reflects the structural shortage of memory wafers needed for AI infrastructure; still trades at single-digit multiple.
$SNOW···bullish· high· posbrad gerstner
Snowflake in the token flow — database queries growing faster than token usage
Snowflake is an enabler of AI models, not a competitor; its database query growth exceeds token usage growth at Altimeter, proving it sits in the token flow and deserves an AI mul…
$CLICKHOUSEbullish· medium· posbrad gerstner
ClickHouse in the token flow, benefiting from AI-driven database query growth
ClickHouse is an Altimeter portfolio company sitting in the token flow, where rising AI token usage drives proportional database query growth.
$DATABRICKSbullish· medium· posbrad gerstner
Databricks in the token flow alongside Snowflake, benefiting from AI query growth
As an investor, Gerstner sees Databricks as a core token flow beneficiary where database usage scales with AI token consumption.
$NVDA···bullish· high· posbrad gerstner
Nvidia at cheapest multiple in a decade (13x) with 70% growth; buyback catalyst could attract Buffett
Nvidia trades at 13x earnings for 70% growth — the cheapest multiple in a decade — while returning 50% of FCF; increasing buyback to 70-75% could trigger a Buffett-style investmen…
$META···neutral· medium· posbrad gerstner
Meta's $100B+ capex forces enterprise pivot (AWS problem); hard but they're up for it
Meta's massive capex creates idle compute cycles like Amazon's pre-AWS Christmas capacity; they must monetize via enterprise cloud (EWS equivalent) but transition from 120% consum…
$XAIbullish· medium· posbrad gerstner
xAI (Grok) benefits from Elon's compute advantage; Altimeter evaluating investment
Elon's unique ability to deploy compute at scale gives xAI a structural advantage; Altimeter is actively looking at Grok/xAI as a semiconductor/compute play.
$SPCX···bullish· medium· posbrad gerstner
SpaceX IPO prospects improved by Corsair and Anthropic deals; Elon building EWS compute cloud
SpaceX's valuation case strengthened by Starshield (Corsair) deal and Anthropic partnership for Elon Web Services; Elon's unmatched ability to turn electrons into tokens creates a…
$CBRS···bullish· medium· posbrad gerstner
Cerebras IPO after 9-year hold validates compute scarcity thesis
Cerebras' successful IPO after a 9-year hold demonstrates the value of semiconductor companies addressing compute shortages in the AI infrastructure stack.
$OPENAIbullish· high· posbrad gerstner
OpenAI and Anthropic are Altimeter's largest bets ever, consuming billions
OpenAI and Anthropic represent the principal beneficiaries of AI scaling; Altimeter has made its biggest bets in history on these two companies.
$000660.KS···bullish· medium· posbrad gerstner
Hynix and Micron trading at single-digit multiples despite memory scarcity
Memory leaders Hynix and Micron trade at single-digit P/E multiples despite structural scarcity of memory wafers essential for AI compute.
$CRM···bearish· mediumbrad gerstner
Salesforce competes with models rather than enabling them; risk of trading below market multiple
Salesforce's front-facing solutions compete with AI models rather than enable them like Snowflake; if they don't get into the token flow, they could trade below market multiple as…