Brad Gerstner

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BEATS — of 10 · n=—

Win rate by category

share of settled calls that proved right, in each category

their own words, with a date and a source · calls resolved: 1 right · 0 wrong

Reduce annual capex by at least $5B from $30B to $25B

Yes · said 22.10.24 on Altimeter open letter (Medium) · source

Rightresolved 24.02.01

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