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$ANTHROPIC · John Gruber, Kyle Kuzma, Brad Gerstner
now playing · $ANTHROPIC
$ANTHROPICbullish· high· posbrad gerstner
Gerstner: Anthropic is fastest growing company in history of capitalism, buoyed entire AI narrative
Anthropic's $4.7B ARR and high-margin revenue trajectory validated the AI revenue story when OpenAI and Google disappointed; its performance single-handedly prevented a 10-15% mar…
$DELL···bullish· high· posbrad gerstner
Gerstner: Dell AI server revenue up 750% YoY from $1B to $16B
Dell's AI server business exploded from $1B to $16B in one year (750% YoY), proving enterprise AI infrastructure demand is real and massive; Michael Dell's execution validates the…
$SNOW···bullish· high· posbrad gerstner
Gerstner: Snowflake in the token flow - database queries growing faster than token usage
Snowflake is an enabler of AI models (not competitor) - as token consumption grows, database query volume grows even faster; proven by Altimeter's own usage data. This positions S…
$SPCX···bullish· high· posbrad gerstner
Gerstner: SpaceX IPO tenor shifted by Cursor and Anthropic compute deals
SpaceX is evolving from pure launch to a full-stack AI compute company with Starlink distribution, EWS (Elon Web Services) for token production, and data centers in space; the Cur…
$GROKbullish· medium· posbrad gerstner
Gerstner: Altimeter invested in xAI/Grok as part of compute shortage thesis
xAI's Grok represents another bet on the intelligence layer benefiting from massive compute scale; Altimeter participated alongside Cerebras in semiconductor/compute ecosystem.
$CBRS···bullish· medium· posbrad gerstner
Gerstner: 9-year hold in Cerebras culminating in recent IPO
Altimeter invested in Cerebras for 9 years through the IPO, betting on alternative compute architectures addressing the token production bottleneck.
$OPENAIbullish· high· posbrad gerstner
Gerstner: Altimeter made massive bets on OpenAI and Anthropic, consuming billions
Altimeter's largest ever bets are on OpenAI and Anthropic as the principal beneficiaries of AI compute demand; despite OpenAI not blowing away numbers like Anthropic, the firm bel…
$NVDA···bullish· high· posbrad gerstner
Gerstner: Nvidia at cheapest multiple in a decade (13x) for 70% growth; urges 75% FCF return
Nvidia trades at 13x earnings with 70% growth while software trades at 22-23x market multiples; Gerstner argues Jensen should return 70-75% of FCF via buybacks/dividends to attrac…
$MU···bullish· medium· posbrad gerstner
Gerstner: Micron trading at single-digit multiple despite memory wafer bottleneck
Micron benefits from structural memory wafer scarcity that limits token production; trading at single-digit multiples despite being a critical constraint in the AI compute supply…
$TRAJECTORYbullish· high· posron
Trajectory raises $15M (Conviction) for continual learning; 10x smaller models beat frontier, improve 1% daily
Trajectory builds agents that learn continuously from production usage (edits, retries) rather than static training; 10x smaller models beat frontier models today and compound at…
$PICO-GRIDbullish· high· poszayn mountcastle
Mountcastle: $45M Series A (Bessemer) for defense integration layer; 7x production in months
Pico Grid builds the hardware/software glue connecting sensors, drones, robots, and weapons for Pentagon/NATO; 7x production scaling in 3-4 months proves acute integration bottlen…
$PACEbullish· high· posjamie
Pace raises $46M Series B (Driving Capital) for insurance AI ops; 100% pilot-to-production, 90% autonomous tasks
Pace deploys AI agents for back-office insurance operations at 99.9%+ accuracy SLAs; 100% pilot-to-production win rate with Palomar achieving 90% full autonomy; computer use model…
$CRM···bearish· mediumbrad gerstner
Gerstner: Salesforce competes with models rather than enables them - more challenging for AI multiple
Salesforce's front-facing applications compete directly with model capabilities (agents), unlike Snowflake which enables models; this competitive dynamic makes it harder for CRM t…
$CURSORbullish· highbrad gerstner
Gerstner: Cursor taking over X.AI, training frontier models on massive compute
Cursor's coding agent adoption gives it a unique position to train frontier models on unprecedented compute (macro hard/er), creating a flywheel of product usage → model improveme…
$THRIVE-HOLDINGSbullish· mediumbrad gerstner
Gerstner: Thrive Holdings model (buy + AI turbocharge) superior to Kirkland building own legal software
Josh Kushner's Thrive Holdings buys professional services firms (accounting) and AI-enables them with deep OpenAI partnership, driving massive productivity gains; this roll-up + A…