Brad Gerstner

4 atoms · 跨 3 天 · 首见 2026-05-05 · 最近 2026-06-11

三色: 🟦 fact 3 · 🟥 take 1 · stance ▲1/▼1/◆1

来源: X 4

时态: fresh:3 · aging:1

标签: 好观点:2 · 好信源:2

叙事 (narrative) (2)

• 2026-06-11 · 评论 SpaceX
  I think it's a set it and forget it
  tags: 好观点 · → daily
• 2026-05-05 [老化中] · 对内存股估值的评价
  Brad Gerstner talked about the ridiculous valuation of memory stocks
  tags: 好观点 · → daily

事实 (fact) (2)

• 2026-05-27 · led series D and E of Cerebras
  Thomas Laffont led our series B and Brad Gerstner our series D and E.
  tags: 好信源 · → daily
• 2026-05-05 · 持仓
  Memory co’s are some of Gerstner’s largest holdings.
  tags: 好信源 · → daily
  value: direction=large holdings

时间轴 (近 20)

• 2026-06-11 · narrative · 评论 SpaceX · → daily
• 2026-05-27 · fact · led series D and E of Cerebras · → daily
• 2026-05-05 · narrative · 对内存股估值的评价 · → daily
• 2026-05-05 · fact · 持仓 · → daily

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