Christina Minnis

Global Head of Alternative Origination Group, Goldman Sachs
@ChristinaMinnis · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
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30d 0
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GS long +14.0%
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GS ×1
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GS long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +14.0% Long Return +14.0% Short Return -
Average Return
7d -1.5%
30d -11.6%
90d +3.3%
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GS The Gold... The Goldman Sachs G...
Long
Feb 17
$916.04
+14.0%
Minnis highlights the "$5 trillion" AI investment need and notes that "all that capital has to get raised." She cites a specific deal financing energy for data centers using a mix of asset-based loans and high-yield bonds. While tech companies spend the money, Investment Banks (like Goldman) and Private Credit structure the deals. The massive capex cycle for AI infrastructure (energy, data centers) is a direct revenue driver for origination and capital solutions desks. Long GS as a pick-and-shovel play on AI financing. Deal flow drying up if the AI capex bubble bursts.
Minnis highlights the "$5 trillion" AI investment need and notes that "all that capital has to get raised." She cites a specific deal financing energy for data centers using a mix of asset-based loans and high-yield bonds. While tech companies spend the money, Investment Banks (like Goldman) and Private Credit structure the deals. The massive capex cycle for AI infrastructure (energy, data centers) is a direct revenue driver for origination and capital solutions desks. Long GS as a pick-and-shovel play on AI financing. Deal flow drying up if the AI capex bubble bursts.
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