Brad Gerstner Private 𝕏

Exclusive discussions on stock/cryptocurrency markets, featuring in-depth price action analysis. Limited to Elite Members only. Main Page: @altcap

[Brad Gerstner @altcap]

Despite the chirping over Twitter rename, @elonmusk looking like brand genius. X has no baggage. Massively extensible. “Tucker on X”. https://t.co/wF4Bxzoq7N. Space X. Teasing X phone / laptop. Has any single person in history garnered more free impressions for his brands?!

[Brad Gerstner @altcap]

Prop 47 changed incentives for stealing. Made it “less” of a crime. Live videos on social media emboldened the copy cats. Turns out Munger was right - incentives matter. Most voters reminded that public safety is Job 1.

[Brad Gerstner @altcap]

Invest America. While looking for a producer, my Partner @paulinebhyang banged this out Sat morning using a few AI tools. Script by https://t.co/jjrjwKHjfD. Audio by @elevenlabs. Video editing by @descript. AI will democratize & unleash creativity. Basically free. 🇺🇸

[Brad Gerstner @altcap]

Grinding out unique insights on a Saturday night. Passion. That is how we win. Happy to be on the same team Freda. #altimeterculture

[Brad Gerstner @altcap]

“I wish politicians would look out for “miners” - and not just “minors” on an island somewhere.” $38 B in foreign aid in 2023 would pay for 10 yrs of Invest America giving every child born (nearly 38 M) an investment account in America’s upside. #choices @AintGottaDollar 🇺🇸💪

[Brad Gerstner @altcap]

1/ Grt @theallinpod. Think Jcal off mark - @AintGottaDollar is not talking about Big Tech - clearly an attack on Washington DC / politicians - the “rich men north of Richmond” - who are letting ordinary folks down. A common feeling the system is rigged against them. @chamath

[Brad Gerstner @altcap]

2/ “I wish politicians would look out for “miners” - and not just “minors” on an island somewhere. $38 B in foreign aid just in 2023 would pay for 10 yrs of Invest America giving every child born (nearly 38 M citizens) an investment account in America’s upside. #choices 🇺🇸💪

[Brad Gerstner @altcap]

Invest America - an investment acct for each of the 3.7 M children born annually in 🇺🇸 is catching 🔥. Looking for Lead Producer ASAP who helps design mobile web / video / tiktok / IG for the campaign. When every kid has skin in the upside of America we all win. 🇺🇸🇺🇸💪💪🚀🚀

[Brad Gerstner @altcap]

Despite San Fran and CA gov’t best effort to shoot the Golden Goose, Founders and innovation continue to WIN big in SF / Silicon Valley. Fix gov’t and it will be even more 🔥🔥. America’s competitive advantage in entrepreneurial capitalism is deeply under-appreciated. 🇺🇸🚀

[Brad Gerstner @altcap]

In some senses I appreciate your analysis - like when you go on X and confidently hallucinate more than ChatGPT. While I aspire to be @bgurley that was his argument / quote not mine. Sadly tho I think you mis his point as well. Keep up the good work.

[Brad Gerstner @altcap]

Get yourself a little @casadragones and sip away this week end listening to this one. @Jason + @Rich_Barton. 💥💥💥🙏🏼🙏🏼🙏🏼

[Brad Gerstner @altcap]

Tricky moment in software forecasting between “cloud optimizations” and accelerating new AI workloads. Heard from @aselipsky this week big customer cut 13% as part of optimizations and re-allocated into hundreds of new AI workloads. As usual - grt weekly analysis by Jamin.

[Brad Gerstner @altcap]

Pod. https://t.co/ReHef13RCx

[Brad Gerstner @altcap]

The BeeGees. https://t.co/IdMleyvOqN

[Brad Gerstner @altcap]

@theallinpod @Jason @bgurley

[Brad Gerstner @altcap]

So many competing ideas for nutrition, weight loss, exercise, longevity. I might summarize - “Every day u should breathe hard (exercise) and feel hunger (nutrition).”

[Brad Gerstner @altcap]

World normalized. Fear of covid, hyper inflation, runaway int rates & hard landing giving way to m&a and new wave of IPOs. Expect first class IPOs (eg Bytedance, Databricks, Stripe) and many Unicorn down round IPOs in next 6-9 months. “AI” IPOs like Core Weave not far behind.

[Brad Gerstner @altcap]

We were told “no repeats” for @allinsummit 2023 - but fortunately wagered my way back on stage at the weekly poker game (more on that at Summit). Hoping @SpeakerMcCarthy joins us to discuss #InvestAmerica, AI reg, China, US debt & his vision for our future. @friedberg @chamath

[Brad Gerstner @altcap]

Whatever u think about @theallinpod - grateful it exists for long form free and challenging speech. U simply can’t get insights / texture from short form news. Political ads are even worse. We have tipped. In order to win u must be “trending topic native” & ready for debate.