

@altcap, with 210,872 followers, generated 14 cashtag mentions across 7 distinct tickers in 13 posts over the past 12 months. $NVDA dominated the activity with 7 mentions starting in July 2025, followed by $CBRS with 2 mentions beginning in May 2026. The remaining tickers—$CRM, $DELL, and $MSTR—each received single mentions, with $DELL appearing most recently on May 29, 2026.
The most recent posts show @altcap discussing corporate developments and earnings events. On May 29, 2026, he commented on $DELL's backlog and revenue growth, noting "The world finally realizing that $DELL is building the backbone of American AI. $51B + backlog. AI Server revenue + 757%. Full year guide from $140 B to $168 B." Earlier that week, he appeared on CNBC discussing $SNOW earnings and AI sector developments, and in mid-May engaged in conversation about $NVDA and $CBRS in relation to broader AI and software trends.
Brad Gerstner (@altcap) is a FinTwit voice tracked on Surfaced in the Long Research category with 214.2k 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 7 mentions.
@altcap's first tracked mention of $NVDA was on Jul 16, 2025.
In the past 12 months, @altcap posted 13 times carrying cashtag mentions, totalling 14 mentions across 7 distinct tickers.
