Squawk Pod: The next internet: Brad Gerstner & Mark Mahaney - 10/15/25

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Altimeter Capital 7.8
Hedge Fund $3.50B
Brad Gerstner 9.0

Squawk Pod: The next internet: Brad Gerstner & Mark Mahaney - 10/15/25 | Audio Only

ndx

I think AI is going to change the world. It's a generational shift for all of us. We anticipate volatility but continued growth with potential drawdowns of 5-10%. Nvidia's AI market share growth indicates where winners lie, and M&A activity is accelerating. The AI technological revolution is expected to drive growth in the Nasdaq-100 over the medium term despite near-term volatility and geopolitical uncertainties, supported by strong fundamentals in leading tech companies.

3 calls

+12

slightly better than random

10/15/2025 3:58:10 PM	medium term up	20 days later	+3.90%	+3.90%

Welcome to Squawk Box. We're live from the Nasdaq Market Site in Times Square.

Joe Kernan
Brad Gerstner

AI is a generational shift as big as the internet. While there may be volatility and some speculative excesses, the fundamentals behind AI-driven tech winners like Nvidia are strong, and we are in the early stages of a 10-year super cycle.
Brad Gerstner

Nvidia commands the majority of AI market share, making it a clear winner, whereas AMD missed the AI wave. Companies not on the AI wave may not participate in the upside.
Brad Gerstner

We anticipate volatility with drawdowns around 5-10%, but upside remains given the growth potential in AI and aggressive M&A and investment activity.
Brad Gerstner

There is uncertainty due to geopolitical factors, such as trade policies, but AI-driven technological transformation supports a positive medium-term outlook for the Nasdaq-100.

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