Altimeter's Brad Gerstner on big tech and how to trade it

ALL RIGHT, WE'RE BACK WITH ALTIMETER'S BRAD GERSTNER, OUR ANNUAL VISIT, OF COURSE, FROM MILKEN. SO WHAT REALLY JUMPS OUT TO ME, AND I WANT TO REVISIT THIS, IS MICROSOFT AND THE FACT THAT YOU DO NOT OWN THE STOCK AS WE HAVE THIS CONVERSATION IS IS THAT CORRECT. BECAUSE THAT'S HOW I READ IT.AND I WANT TO KNOW WHY. BECAUSE SOMEBODY LIKE YOU WHO OWNS AMAZON AND NVIDIA AND ALPHABET AND META CHOOSING NOT TO OWN MICROSOFT IS A STATEMENT, WHETHER YOU WANT IT TO BE PROJECTED THAT WAY OR NOT. TO SOMEBODY LIKE ME, ...