Global X Robotics & Artificial Intelligence ETF tracking companies in robotics, AI, and automation infrastructure.Yahoo Finance ↗
A sector/theme exposure, not a company — priced via the BOTZ ETF as a clean proxy. Excluded from the index and host funds.
1 take · first discussed Nov 7, 2025
Click a call to see the price move since it aired.
The collective view from the supplied material is bullish on AI infrastructure and compute as a broad basket, with Brad Gerstner (via Chamath's segment) expressing high conviction based on a multi-year thesis that has already returned roughly 40%. Gerstner notes Altimeter has held "all of compute" for three years and believes the trade still has further upside, though he has trimmed position size tactically in response to the recent market run-up. Only one host thesis was provided, so no cross-host agreement or disagreement can be assessed. The overall stance is constructive but tempered at the margin by valuation awareness following the significant move.
Brad Gerstner states Altimeter has owned 'all of compute' for three years and continues to believe the AI trade has room to run, though he has trimmed position size tactically given the 40% market move.
we still believe that owning all of compute like we have for 3 years, and this AI trade has room to run.”43:02