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BG2 Pod — sniff.trade

BG2 Pod

Brad Gerstner and Bill Gurley on tech, markets, and investing, with frequent investor and operator guests.

1 episodes · 2 trades · 1 speakers

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TRACKED TRADES

@BG2 Pod

1mo

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang

IDEAS · 2

NVDALONGNvidia is accelerating its compute dominance as its superior tokens-per-watt efficiency protects its market share from custom ASICs.$198.00-1.73%›SPY

SPYLONGThe broader market is heading to higher highs as the AI revolution is projected to transform 10% to 15% of global GDP.$733.25-1.31%›