Rob's Portfolio Advisory Board

Green. Politics only; nothing on holdings.

On Oct 28, Gerstner posted, “NO on Prop 40. YES on 42..” Source: X
On Oct 27, Gerstner posted: recruited Scott Kirby to United in 2016. Source: X
On Oct 26, X News reported, unverified, that the Anthropic IPO lock-up allows early sales. Source: X News
On Oct 26, Gerstner said cheap US models compete with Chinese tokens. Source: X
On Oct 26, Gerstner said Altimeter plans major participation in the Anthropic IPO. Source: X
On Oct 24, Gerstner posted about Invest America and 2M kids in New York City. Source: X
On Oct 23, Gerstner posted a note headed “Friday night fake news.” Source: X
On Oct 23, Gerstner posted about ownership from birth. Source: X
On Oct 22, Gerstner posted about Arda and US manufacturing. Source: X
On Oct 22, Gerstner said Jensen Huang does NOT support Prop 40. Source: X
On Oct 21, Gerstner appeared on CNBC to discuss SpaceX earnings and the Tesla/SpaceX merger. Source: X
On Oct 19, Gerstner called Musk's SPCX gift the “largest philanthropic gift in history.” Source: X

On Oct 19, Gerstner posted on X: “Incredible Elon! This will be the largest philanthropic gift in history!” Source
On Oct 19, Gerstner posted on X: “Huge announcements in the wings. The ownership society is on the march!” Source
On Oct 16, BG2Pod said: “Can the AI labs keep 2x to 3x-ing revenue? Jensen: take AI out entirely and a third of NVIDIA’s business is still there.” Source
On Oct 16, BG2Pod said: “Who do you place a $100B order on, sight unseen? “We’re literally the only one.” Source
On Oct 15, A post on X said: “Pod up! Some good nuggets on lab revs, Nvidia supply unlock, AI capex & millions of Nvidia agents to employees as we enter the singularity & recursive flywheel starts spinning.” Source
On Oct 15, BG2Pod said: “BG2 w/ @JensenHuang. Does AI Revenue Justify Capex, ‘27 AI Bottlenecks, Singularity, Open vs Closed & more.” Source
On Oct 15, A post on X said: “I remain very bullish on AI - but the job in public markets is to recognize that sometimes the market gets ahead of itself. The next leg higher will likely occur when AI revs re-accelerate.” Source
On Oct 13, A post on X said: “Banger dropping Thursday.🔥@BG2Pod” Source

On Oct 28, Gerstner posted against California's Prop 40: 'Vote to save the American Dream. Reject France. NO on Prop 40. YES on 42.' Nothing on holdings or Alphabet's results.
No new podcast, CNBC hit or letter on hyperscaler capex, cloud spend or software moats in window. The latest public BG2 episode is listed Jun 11.

Overview quick notes

On Oct 28, Gerstner posted against California's Prop 40: 'Vote to save the American Dream. Reject France. NO on Prop 40. YES on 42.' Nothing on holdings or Alphabet's results.

Quiet night; his Anthropic IPO notes from earlier this week still stand.

Next up for Gerstner: Anthropic's pricing date, the next BG2 episode and Altimeter's 13F filing.

Brad Gerstner T1 🟢 STANDBY