Investors / stance tracking
What Anni Sen is saying
FollowFollowingUnfollowManaging partner, Blubird Capital
3 dated public stances tracked since 2026-10-13, most recently 2026-10-13. 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 Anni Sen'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. Anni Sen 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
2026-10-13
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Ai Infra | 1 | 1 bullish | 2026-10-13 | |
| DRAM | 1 | 1 bullish | 2026-10-13 | |
| INTC | 1 | 1 bullish | 2026-10-13 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Intel looks attractive at current price levels following its $22 billion capital raise, offering a re-entry opportunity into the dip
“Intel looks attractive a lot of the data centers stocks are selling like they're going to go bankrupt”
China’s chip advancements raise NEW concerns for US tech
China's CXMT DRAM progress is overstated ('a fraud') and there are only three legitimate global suppliers, so real DRAM producers benefit as AI demand—which Musk flagged is not HBM-centric—concentrates among them
“we know that is a fraud and we know that there's only three suppliers”
China’s chip advancements raise NEW concerns for US tech
2026-10-13
Ai Infra
bullish
Fox Making Money (playlist) · video
The shift to co-packaged optics architecture will consolidate laser supply among a small number of US vendors and reduce dependence on Chinese pluggable optics, making current laser suppliers attractively priced
“applied in the supplies lasers looks attractive today”
China’s chip advancements raise NEW concerns for US tech
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