Why people invest, in their words, next to the SEC numbers.
LRCXJeff KilburgInvestorOct 15, 2026Invests
Our summary: Kilburg, who already owns Lam in his ETF, sees the pullback as a buying opportunity, citing AI-driven equipment demand and a fast-growing services business, while warning of volatility.
“The stock isn't for the faint of heart.”
CNBC article ›
Details ⓘ
- Speaker
- Jeff Kilburg, KKM Financial (Mango Growth ETF)
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Oct 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 15, 2026; the view may have changed.
SPCXKevin SimpsonInvestorOct 14, 2026Invests
Our summary: Simpson, who first bought SpaceX at $121, is adding after the pullback, citing Starlink recurring revenue, wireless expansion and AI, while naming capital spending as his biggest concern.
“the pullback hasn't changed my conviction in SpaceX's long-term potential”
CNBC op-ed ›
Details ⓘ
- Speaker
- Kevin Simpson, Capital Wealth Planning
- Role
- Investor
- Source
- CNBC
- Format
- Op-ed
- Date
- Oct 14, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 14, 2026; the view may have changed.
ORCLJim LebenthalInvestorOct 2, 2026Invests
Our summary: Lebenthal disclosed on Halftime Report that he is buying Oracle (and Micron) for his portfolio.
CNBC interview ›
Details ⓘ
- Speaker
- Jim Lebenthal, Cerity Partners
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Oct 2, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 2, 2026; the view may have changed.
MUMichael BurryInvestorSep 28, 2026Skeptical
Our summary: Burry said he is moving his AI-bust timelines up and swapped his Micron short into June puts around a $500 strike to add leverage.
“Fundamentally, I am moving timelines up”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Sep 28, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Sep 28, 2026; the view may have changed.
AVGOJay PetersInvestorSep 3, 2026Invests
Our summary: Peters said Broadcom and Nvidia offer really attractive fundamentals.
CNBC interview ›
Details ⓘ
- Speaker
- Jay Peters, NewEdge Wealth
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Sep 3, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Sep 3, 2026; the view may have changed.
KLACTom HancockInvestorSep 2, 2026Invests
Our summary: Hancock said there is a lot of opportunity in stocks that supply data centers, such as KLA.
CNBC interview ›
Details ⓘ
- Speaker
- Tom Hancock, GMO
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Sep 2, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Sep 2, 2026; the view may have changed.
KLACJim CramerInvestorSep 1, 2026Invests
Our summary: In his lightning round Cramer called KLA a great company.
“I think it's a great company”
CNBC article ›
Details ⓘ
- Speaker
- Jim Cramer, CNBC Investing Club
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Sep 1, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Sep 1, 2026; the view may have changed.
NVDADan NilesInvestorAug 27, 2026Mixed
Our summary: Niles called AI a bubble but expects it to last at least another year and stays constructive on Nvidia's risk-reward, warning that chip shortages may cause over-ordering that flatters demand signals.
CNBC interview ›
Details ⓘ
- Speaker
- Dan Niles, Niles Investment Management
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Aug 27, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 27, 2026; the view may have changed.
MUJim CramerInvestorAug 17, 2026Invests
Our summary: Cramer said AI demand and supply discipline have changed the memory industry and that Micron could double again absent a data-center slowdown.
“I think Micron can double again before the boom comes to an end”
CNBC article ›
Details ⓘ
- Speaker
- Jim Cramer, CNBC Investing Club
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Aug 17, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 17, 2026; the view may have changed.
CSCOJim CramerInvestorAug 13, 2026Invests
Our summary: Cramer said Cisco's post-earnings drop on cautious guidance was a buying opportunity, calling it an AI networking play.
“The stock's decline is giving the wrong signal”
CNBC article ›
Details ⓘ
- Speaker
- Jim Cramer, CNBC Investing Club
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Aug 13, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 13, 2026; the view may have changed.
MSFTBill AckmanInvestorAug 12, 2026Invests
Our summary: Pershing's Q2 2026 letter argues M365 is far more resilient to AI disruption than point solutions and that Azure's capex is prudent, supporting high-teens long-term earnings growth.
“far more resilient to AI disruption than point solution software”
Pershing Square letter ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- Pershing Square
- Format
- Fund letter
- Date
- Aug 12, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 12, 2026; the view may have changed.
AMZNBill AckmanInvestorAug 12, 2026Invests
Our summary: Pershing's Q2 2026 letter argues capex worries understate Amazon's resilience, citing AWS growth accelerating to more than 30% and retail share gains, and expects 20%-plus long-term earnings compounding.
“These concerns understate the resiliency of Amazon's business and its significant growth runway”
Pershing Square letter ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- Pershing Square
- Format
- Fund letter
- Date
- Aug 12, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 12, 2026; the view may have changed.
METABill AckmanInvestorAug 12, 2026Invests
Our summary: The Q2 2026 letter reports Meta down 15% year-to-date and keeps it among Pershing's dominant, fast-growing holdings.
Pershing Square letter ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- Pershing Square
- Format
- Fund letter
- Date
- Aug 12, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 12, 2026; the view may have changed.
GOOGLDoug ClintonInvestorAug 10, 2026Skeptical
Our summary: Clinton explained on Closing Bell why his fund sold Alphabet.
CNBC interview ›
Details ⓘ
- Speaker
- Doug Clinton, Intelligent Alpha
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Aug 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 10, 2026; the view may have changed.
AMATMichael BurryInvestorAug 4, 2026Skeptical
Our summary: In a Substack post Burry said a major market top and possibly a 1987-type fall are possible, and that he still holds short positions including Applied Materials.
“I continue to believe it is possible we are near a major top”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Aug 4, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 4, 2026; the view may have changed.
TSMTim GarrattInvestorJul 10, 2026Invests
Our summary: Garratt said TSMC (with ASML) has durable structural advantages and proven high margins, contrasting it with SK Hynix as a cyclical bet.
CNBC interview ›
Details ⓘ
- Speaker
- Tim Garratt, Baillie Gifford
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jul 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jul 10, 2026; the view may have changed.
ASMLTim GarrattInvestorJul 10, 2026Invests
Our summary: Garratt called ASML, with TSMC, an entrenched bottleneck with durable structural advantages and proven high margins.
CNBC interview ›
Details ⓘ
- Speaker
- Tim Garratt, Baillie Gifford
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jul 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jul 10, 2026; the view may have changed.
MSFTDan NilesInvestorJul 10, 2026Skeptical
Our summary: Niles said Microsoft is not a compelling investment because it lacks its own leading large language model and depends on OpenAI, and flagged AI disintermediation of software spend; he prefers names like Meta.
“I don't think Microsoft's a compelling investment for one reason”
Yahoo Finance interview ›
Details ⓘ
- Speaker
- Dan Niles, Niles Investment Management
- Role
- Investor
- Source
- Yahoo Finance
- Format
- TV interview
- Date
- Jul 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jul 10, 2026; the view may have changed.
PLTRDan IvesAnalystJun 29, 2026Bullish
Our summary: Ives argued the market is badly mispricing enterprise AI demand and monetization over the next six to nine months, including for Palantir.
“The market is way mispricing what this demand trend is going to look like”
CNBC article ›
Details ⓘ
- Speaker
- Dan Ives, Wedbush Securities
- Role
- Analyst
- Source
- CNBC
- Format
- News article
- Date
- Jun 29, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 29, 2026; the view may have changed.
AMATLRCXPhilippe LaffontInvestorJun 23, 2026Invests
Our summary: Laffont said Coatue prefers owning semiconductor-equipment suppliers because every AI chip, whether from Nvidia, Amazon or Google, needs the same fab machines, so he need not pick the winner.
“That's sort of the reasons why we own the semi caps”
CNBC article ›
Details ⓘ
- Speaker
- Philippe Laffont, Coatue Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Jun 23, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 23, 2026; the view may have changed.
SPCXGavin BakerInvestorJun 15, 2026
Our summary: Speaking after the SpaceX IPO, Baker argued SpaceX could become the most important company of his lifetime, and possibly ever, if it succeeds in building settlements on the Moon and Mars.
“the most important company of certainly my lifetime”
TBPN podcast ›
Details ⓘ
He stressed that a lot of hard engineering still has to happen.
- Speaker
- Gavin Baker, Atreides Management
- Role
- Investor
- Source
- TBPN Live: Gavin Baker, SpaceX Might Be the Greatest Company of All Time (at 00:29:15)
- Format
- Podcast
- Date
- Jun 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 15, 2026; the view may have changed.
SPCXRon BaronInvestorJun 15, 2026
Our summary: Baron said Baron Capital bought about $1 billion more SpaceX stock in the IPO to avoid dilution, taking the position to roughly $25 billion.
“he's at least 10 years ahead of everyone else”
CNBC interview ›
Details ⓘ
He argued SpaceX is years ahead of anyone in satellites, rockets and networks and could be worth many times its IPO valuation in ten years.
- Speaker
- Ron Baron, Baron Capital
- Role
- Investor
- Source
- CNBC: Ron Baron bought $1 billion of SpaceX shares in IPO
- Format
- Interview
- Date
- Jun 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 15, 2026; the view may have changed.
METAStephanie LinkInvestorJun 5, 2026Skeptical
Our summary: Link said she sold half of her Meta position after reports the company was considering an equity raise, calling Meta tone-deaf.
“Meta is tone-deaf”
CNBC interview ›
Details ⓘ
- Speaker
- Stephanie Link, Hightower Advisors
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jun 5, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 5, 2026; the view may have changed.
SPCXAswath DamodaranExpertJun 4, 2026Bearish
Our summary: Damodaran valued SpaceX at $1.25-1.35 trillion versus the roughly $1.77 trillion IPO target and said he would not buy, calling it a loaded bet on AI and Elon Musk.
“it is too richly priced for my tastes.”
CNBC article ›
Details ⓘ
- Speaker
- Aswath Damodaran, NYU Stern
- Role
- Expert
- Source
- CNBC
- Format
- News article
- Date
- Jun 4, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 4, 2026; the view may have changed.
CSCOJim LebenthalInvestorJun 4, 2026Mixed
Our summary: Lebenthal disclosed on Halftime Report that he trimmed his Cisco position.
CNBC interview ›
Details ⓘ
- Speaker
- Jim Lebenthal, Cerity Partners
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jun 4, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 4, 2026; the view may have changed.
GOOGLSarah KunstInvestorJun 2, 2026Invests
Our summary: Kunst discussed AI lab valuations and enterprise demand and said she believes Alphabet remains undervalued.
CNBC interview ›
Details ⓘ
- Speaker
- Sarah Kunst, Cleo Capital
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jun 2, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 2, 2026; the view may have changed.
MUWilliam de GaleInvestorMay 25, 2026Skeptical
Our summary: De Gale warned memory remains a boom-and-bust industry and that claims the cycle is gone typically come just before a downturn.
“In the long run it's a pretty dreadful industry”
CNBC article ›
Details ⓘ
- Speaker
- William de Gale, BlueBox Asset Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- May 25, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on May 25, 2026; the view may have changed.
GOOGLBill AckmanInvestorMay 15, 2026Invests
Our summary: Ackman said Pershing sold most of its Alphabet stake only to fund its Microsoft purchase and remains long-term bullish on Alphabet, citing current valuation and finite capital.
“To be clear, our sale of $GOOG was not a bet against the company”
CNBC article ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- May 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on May 15, 2026; the view may have changed.
MSFTBill AckmanInvestorMay 15, 2026Invests
Our summary: Ackman disclosed a new Microsoft position built after the post-earnings sell-off, arguing investors are overly worried about its AI position and Azure growth and that he bought at about 21x forward earnings.
“We were able to establish our position at a valuation of 21 times forward earnings”
CNBC article ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- May 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on May 15, 2026; the view may have changed.
INTCDan NilesInvestorApr 24, 2026Invests
Our summary: Niles said Intel's rally is only the beginning as agentic AI revives CPU demand, likening it to Nvidia a few years ago and advising a long-term long bias.
“Let's face it: Intel's been a dead stock for a decade or so”
CNBC article ›
Details ⓘ
- Speaker
- Dan Niles, Niles Investment Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Apr 24, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 24, 2026; the view may have changed.
INTCJeff KilburgInvestorApr 24, 2026Invests
Our summary: Kilburg said he is not trimming his Intel position because he sees more room to run.
CNBC interview ›
Details ⓘ
- Speaker
- Jeff Kilburg, KKM Financial
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Apr 24, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 24, 2026; the view may have changed.
ASMLBen BarringerAnalystApr 15, 2026Mixed
Our summary: After ASML raised its 2026 guidance, Barringer said the market had already expected that growth and was a little ahead of the company.
“The market was a little bit ahead of them”
CNBC article ›
Details ⓘ
- Speaker
- Ben Barringer, Quilter Cheviot
- Role
- Analyst
- Source
- CNBC
- Format
- News article
- Date
- Apr 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 15, 2026; the view may have changed.
NVDAMichael BurryInvestorApr 10, 2026Skeptical
Our summary: In a Substack post Burry disclosed that he added to his Nvidia put options, buying January 2027 puts with a 115 strike.
“I added to my NVDA puts”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained (formerly Scion)
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Apr 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 10, 2026; the view may have changed.
PLTRMichael BurryInvestorApr 10, 2026Skeptical
Our summary: Burry said he still holds long-dated Palantir puts, calling the stock wildly overvalued with a fundamental value well under $50 a share.
“I believe the fundamental value of this company is well under $50/share”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Apr 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 10, 2026; the view may have changed.
AMZNSteve WeissInvestorFeb 27, 2026Skeptical
Our summary: Weiss said he sold Amazon: he thinks its capex plans make sense and will pay off, but the timeline is long and AI disruption of the labor market may weigh on the stock.
CNBC article ›
Details ⓘ
- Speaker
- Steve Weiss, Short Hills Capital Partners
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Feb 27, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Feb 27, 2026; the view may have changed.
AMDJim CramerInvestorFeb 24, 2026Skeptical
Our summary: Cramer argued AMD's equity-sweetened Meta deal shows it is negotiating from weakness and that Nvidia remains the better investment.
“AMD is working out of a position of weakness”
CNBC newsletter ›
Details ⓘ
- Speaker
- Jim Cramer, CNBC Investing Club
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Feb 24, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Feb 24, 2026; the view may have changed.
AVGODan NilesInvestorFeb 13, 2026Invests
Our summary: Niles said that if buying big tech now he would pick Broadcom and Nvidia first.
CNBC interview ›
Details ⓘ
- Speaker
- Dan Niles, Niles Investment Management
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Feb 13, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Feb 13, 2026; the view may have changed.
METABill AckmanInvestorFeb 11, 2026Invests
Our summary: Pershing's annual presentation revealed a Meta stake, arguing concerns about AI spending underestimate Meta's long-term AI upside and that the shares are deeply discounted.
“a deeply discounted valuation for one of the world's greatest businesses”
Pershing Square annual presentation, via CNBC ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Feb 11, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Feb 11, 2026; the view may have changed.
AAPLGene MunsterInvestorJan 29, 2026Invests
Our summary: After Apple's quarterly results Munster argued Apple will get AI right and that the story is still early.
CNBC interview ›
Details ⓘ
- Speaker
- Gene Munster, Deepwater Asset Management
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jan 29, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jan 29, 2026; the view may have changed.
TSLAGeorge NobleInvestorJan 25, 2026Skeptical
Our summary: Noble called Tesla possibly the biggest bubble in stock market history, valuing the auto business at about $20 a share and fair value at $60-140.
“I think this is the biggest bubble possibly in stock market history”
B17 News interview ›
Details ⓘ
- Speaker
- George Noble, former director, Fidelity International fund
- Role
- Investor
- Source
- B17 News
- Format
- Interview
- Date
- Jan 25, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jan 25, 2026; the view may have changed.
ORCLMalcolm EthridgeInvestorDec 11, 2025Skeptical
Our summary: Ethridge said he was selling out of Oracle as the stock plunged after a revenue miss.
CNBC interview ›
Details ⓘ
- Speaker
- Malcolm Ethridge, Capital Area Planning Group
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Dec 11, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Dec 11, 2025; the view may have changed.
TSLASPCXRon BaronInvestorNov 14, 2025
Our summary: Baron said he sees the tech selloff as an opportunity and does not expect to sell his personal Tesla or SpaceX shares in his lifetime.
“I did not sell personally a single share”
CNBC interview ›
Details ⓘ
He said Baron Funds once sold about 30% of its Tesla holding for clients, but he kept all of his own shares.
- Speaker
- Ron Baron, Baron Capital
- Role
- Investor
- Source
- CNBC Squawk Box: Ron Baron on the tech selloff and Tesla
- Format
- Interview
- Date
- Nov 14, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Nov 14, 2025; the view may have changed.
AVGOKaren FirestoneInvestorNov 12, 2025Mixed
Our summary: Firestone disclosed she was trimming Broadcom while buying Nvidia.
CNBC interview ›
Details ⓘ
- Speaker
- Karen Firestone, Aureus Asset Management
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Nov 12, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Nov 12, 2025; the view may have changed.
TSLAPaul MeeksInvestorOct 24, 2025Skeptical
Our summary: After Tesla's earnings Meeks said he remains bearish, citing rising competition among EV and robotaxi players and arguing the EV business is worth under 20% of the share price.
CNBC interview ›
Details ⓘ
- Speaker
- Paul Meeks, Freedom Capital Markets
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Oct 24, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 24, 2025; the view may have changed.
NVDAGavin BakerInvestorOct 22, 2025
Our summary: Baker said GPUs, and Nvidia in particular, will be very hard to displace.
“it's going to be very hard to unseat GPUs”
Aleph podcast ›
Details ⓘ
He called Jensen Huang one of the two most exceptional CEOs he has invested in and described in-house hyperscaler chips trying to out-do Nvidia head-on as a long shot.
- Speaker
- Gavin Baker, Atreides Management
- Role
- Investor
- Source
- Invested by Aleph: Gavin Baker, Managing Partner of Atreides (at 16:30)
- Format
- Podcast
- Date
- Oct 22, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 22, 2025; the view may have changed.
GOOGLGavin BakerInvestorOct 22, 2025
Our summary: Baker said reasoning models made leading AI labs better businesses because user data now feeds back into the product.
“probably Google and xAI having the most unique data”
Aleph podcast ›
Details ⓘ
Among the labs he saw Google and xAI as having the most unique data, and noted Google's TPU took three generations to succeed.
- Speaker
- Gavin Baker, Atreides Management
- Role
- Investor
- Source
- Invested by Aleph: Gavin Baker, Managing Partner of Atreides
- Format
- Podcast
- Date
- Oct 22, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 22, 2025; the view may have changed.
TSLASPCXGavin BakerInvestorOct 22, 2025
Our summary: Asked whether he would always bet on Elon Musk, Baker said that as a fiduciary he weighs each case, but knows no one with a comparable record of success across so many industries, citing Tesla and SpaceX.
“I just don't think there's anyone else”
Aleph podcast ›
Details ⓘ
He described both as unusually mission-driven companies.
- Speaker
- Gavin Baker, Atreides Management
- Role
- Investor
- Source
- Invested by Aleph: Gavin Baker, Managing Partner of Atreides
- Format
- Podcast
- Date
- Oct 22, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 22, 2025; the view may have changed.
TSMBrook DaneInvestorOct 7, 2025InvestsOlder statement
Our summary: Dane listed TSMC alongside Nvidia among his top AI infrastructure stocks to buy.
CNBC article ›
Details ⓘ
- Speaker
- Brook Dane, Goldman Sachs Asset Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Oct 7, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 7, 2025; the view may have changed.
ORCLBrook DaneInvestorOct 7, 2025InvestsOlder statement
Our summary: Dane named Oracle an honorable mention that could become a credible hyperscaler and said he would not bet against its team.
“I'm not sure I'd bet against that team.”
CNBC article ›
Details ⓘ
- Speaker
- Brook Dane, Goldman Sachs Asset Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Oct 7, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 7, 2025; the view may have changed.
AMDChris CasoAnalystOct 6, 2025BearishOlder statement
Our summary: Caso flagged the circular nature of the OpenAI-AMD warrant deal as a concern while saying he prefers Nvidia.
“When you see the money going in a circle, it raises some flags”
CNBC article ›
Details ⓘ
- Speaker
- Chris Caso, Wolfe Research
- Role
- Analyst
- Source
- CNBC
- Format
- News article
- Date
- Oct 6, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 6, 2025; the view may have changed.
PLTRJames CakmakInvestorAug 4, 2025MixedOlder statement
Our summary: Cakmak said Palantir is a position investors have to own, but at a smaller size.
CNBC interview ›
Details ⓘ
- Speaker
- James Cakmak, Clockwise Capital
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Aug 4, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 4, 2025; the view may have changed.
SPCXRon BaronInvestorJun 27, 2025Older statement
Our summary: At the Morningstar conference Baron said he expects to hold SpaceX for at least another ten years and never to sell a share in his lifetime.
“I'll ever sell a share in my lifetime”
CNBC interview ›
Details ⓘ
He said roughly $1 billion invested had grown to about $4.5 billion and he expects another tenfold gain over ten years.
- Speaker
- Ron Baron, Baron Capital
- Role
- Investor
- Source
- CNBC: Ron Baron says he will never sell SpaceX in his lifetime
- Format
- Interview
- Date
- Jun 27, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 27, 2025; the view may have changed.
AAPLWarren BuffettInvestorMay 3, 2025InvestsOlder statement
Our summary: Opening Berkshire's 2025 annual meeting, Buffett said Apple CEO Tim Cook has made Berkshire more money than he himself has.
“Tim Cook has made Berkshire a lot more money”
Berkshire annual meeting, via CNBC ›
Details ⓘ
- Speaker
- Warren Buffett, Berkshire Hathaway
- Role
- Investor
- Source
- CNBC
- Format
- Annual meeting
- Date
- May 3, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on May 3, 2025; the view may have changed.
NVDABrad GerstnerInvestorApr 3, 2025Older statement
Our summary: During the April 2025 tariff selloff Gerstner said he was buying Nvidia, arguing GPU demand remained very strong and semiconductors were exempted from the tariffs.
“The growth and the demand for GPUs is off the charts”
CNBC interview ›
Details ⓘ
He expected the tariff hit to Nvidia to be much smaller than for other sectors.
- Speaker
- Brad Gerstner, Altimeter Capital
- Role
- Investor
- Source
- CNBC Halftime Report: Nvidia positioned to weather tariffs, says Gerstner
- Format
- Interview
- Date
- Apr 3, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 3, 2025; the view may have changed.
PLTRPaul MeeksInvestorFeb 20, 2025SkepticalOlder statement
Our summary: Meeks said Palantir's fundamentals are strong but its valuation is egregious.
“egregiously expensive”
CNBC interview ›
Details ⓘ
- Speaker
- Paul Meeks, Harvest Portfolio Management
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Feb 20, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Feb 20, 2025; the view may have changed.
METABrad GerstnerInvestorOct 24, 2022Older statement
Our summary: As a Meta shareholder, Gerstner published an open letter urging Meta to cut headcount costs by about 20%, trim capex and cap metaverse spending at $5 billion a year.
“Meta needs to get fit and focused”
Open letter, via CNBC ›
Details ⓘ
He argued this would roughly double free cash flow and win back investor confidence.
- Speaker
- Brad Gerstner, Altimeter Capital
- Role
- Investor
- Source
- CNBC on Altimeter's open letter 'Time to Get Fit' to Meta
- Format
- Letter
- Date
- Oct 24, 2022
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 24, 2022; the view may have changed.