

@altcap posted 12 times over the past 12 months, mentioning 13 cashtags across 7 distinct tickers. $NVDA dominated the activity with 7 mentions starting from July 2025, while $CBRS appeared twice beginning in May 2026. Other tickers mentioned included $CRM, $DELL, $MSTR, and $SNOW, each with single mentions. The most recent cashtag reference occurred on May 29, 2026.
Recent posts reflected commentary on corporate developments and media appearances. @altcap noted Dell's role in AI infrastructure, highlighting a $51 billion backlog and 757% growth in AI server revenue alongside full-year guidance expansion from $140 billion to $168 billion. A May 28 post announced a CNBC appearance discussing Snowflake earnings and the broader AI landscape. Earlier in May, @altcap expressed interest in extended discussion formats covering AI, Nvidia, Cerebrus, and software topics.
Brad Gerstner (@altcap) is a FinTwit voice tracked on Surfaced in the Long Research category with 215.5k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.
Over the past 12 months, @altcap's most-mentioned tickers are $NVDA, $CBRS, $CRM, $DELL, $MSTR — $NVDA leads with 3 mentions.
@altcap's first tracked mention of $NVDA was on Oct 27, 2025.
In the past 12 months, @altcap posted 12 times carrying cashtag mentions, totalling 13 mentions across 7 distinct tickers.
