{"version":"market-claims.v1","claim":{"id":"mcl_93fe6808a9642eacfe","url":"/trace/claims/mcl_93fe6808a9642eacfe","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Brad frames Nvidia at 19x earnings as not-a-bubble and says 80%+ of his book sits in compute/AI/memory, an explicit staked long. Chamath separately names 'the Nvidias' as the makers of the new thing that still has to be valued up.","confidence":0.72,"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=3692s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"1:01:32","startMs":3692000,"endMs":null,"excerpt":"Meta's trading at 17 times fully taxed gap earnings, Nvidia at 19 times, Microsoft at 20 times... This is not the stuff that bubbles are made of... 80% of our exposures or more have been in compute, AI, memory."},"performance":{"entryPrice":215.2100067139,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"source":{"platform":"YOUTUBE","title":"Elon's Anthropic Deal, The Next AI Monopoly?, \"FDA for AI\" Panic, Trading the AI Boom","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","publishedAt":"2026-05-08T22:46:01.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=3692s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"1:01:32","startMs":3692000,"endMs":null,"excerpt":"Meta's trading at 17 times fully taxed gap earnings, Nvidia at 19 times, Microsoft at 20 times... This is not the stuff that bubbles are made of... 80% of our exposures or more have been in compute, AI, memory.","quote":"Meta's trading at 17 times fully taxed gap earnings, Nvidia at 19 times, Microsoft at 20 times... This is not the stuff that bubbles are made of... 80% of our exposures or more have been in compute, AI, memory.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":215.2100067139,"currency":"USD","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"NVDA","assetClass":"EQUITY","price":215.2100067139,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"NVDA","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}