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▶ 11:37 · $NVDA · Nvidia at cheapest multiple in a decade (13x) with 70% growth; buyback catalyst could attract Buffett

now playing · $NVDA

$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.

$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…

$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…

$SPCX···bullish· 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.

$SKHY···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.

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▶ 11:37 · $NVDA · Nvidia at cheapest multiple in a decade (13x) with 70% growth; buyback catalyst could attract Buffett

now playing · $NVDA

$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.

$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…

$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…

$SPCX···bullish· 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.

$SKHY···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.