Investors / stance tracking
What Alex Hassell is saying
FollowFollowingUnfollowHead of Software & Cloud Equity Research, Rothschild & Co Redburn
3 dated public stances tracked since 2026-10-15, most recently 2026-10-15. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Alex Hassell's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Alex Hassell is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-15
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CRWV | 1 | 1 bearish | 2026-10-15 | |
| NBIS | 1 | 1 bearish | 2026-10-15 | |
| NEO-CLOUD COMPUTE PROVIDERS | 1 | 1 bearish | 2026-10-15 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Most exposed to the compute re-pricing trade; convertible bonds have a conversion price roughly 100% above current share price, so if equity stays weak the company faces a large debt refinancing burden with no equity-market escape valve
“we see more downside for Nebius, which we think is the most exposed poster child for this compute re-pricing trade”
CNBC uncut 2026-10-15 13:01 ET (30 min)
Bond market was already pricing in risk the equity market overlooked; even with GPU-backed capacity fully online and backstopped, there is insufficient asset value to justify a constructive equity rating
“our target price would still indicate significant downside for CoreWeave”
CNBC uncut 2026-10-15 13:01 ET (30 min)
2026-10-15
NEO-CLOUD COMPUTE PROVIDERS
bearish
CNBC (uncut) · uncut_tv
Neo-clouds structurally cannot compete with hyperscalers whose real moat is cost of capital, and frontier AI labs will vertically integrate over time eliminating the need for intermediary compute providers entirely
“the real moat is the cost of capital... the main labs will vertically integrate, so there's no space for intermediaries”
CNBC uncut 2026-10-15 13:01 ET (30 min)
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