What Dr Ankur Crawford is saying
Portfolio Manager, Fred Alger Management
7 dated public stances tracked since 2026-04-17, most recently 2026-04-17. 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 Dr Ankur Crawford'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. Dr Ankur Crawford is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2026-04-17
AMZN
bullish
video
Amazon trades at historically low teens GAAP P/E — well below Costco and Walmart — while AWS grows mid-to-high 30% annually, the Anthropic partnership drives cloud revenue, and custom Trainium chips create a cheaper compute layer that expands addressable…
“Amazon, if you look at the valuation...it is absolutely not egregious...it's at like teens”
90d -0.3%
2026-04-17
SAAS POINT SOLUTIONS (E.G. ATLASSIAN)
bearish
video
Point-solution SaaS companies face structural terminal-value compression as AI enables customers to write their own software, eliminates the per-seat expansion flywheel, and compresses operating margins from the ~40% benchmark to ~20%, making their historical…
“there's no way all of these companies can remain relevant if Anthropic is going to continue to come on at the rate it's been coming on”
2026-04-17
WDC
bullish
video
Western Digital is a classic life-cycle-change opportunity in a two-player duopoly (with Seagate) where AI-driven exponential data growth is forcing rapid capacity density gains without supply-demand-imbalancing unit additions, and earnings estimates have…
“just in the last 3 months, Western Dig's numbers have gone from 10 to 25”
90d +25.3%
2026-04-17
NBIS
bullish
video
Nebius is led by former Yandex engineers who left Russia and are deploying $2B to build AI-native data centers with deep technical expertise, positioning it as potentially the next hyperscaler in a structurally undersupplied compute market
“this is actually potentially the next hyper scalar. The next AI native hyperscaler.”
90d +9.3%
2026-04-17
QXO
bullish
video
Brad Jacobs — proven serial consolidator behind United Rentals and XPO — is applying the same roll-up playbook to a highly fragmented building products market, targeting EBITDA growth from ~$1B to $5B by 2029–2030
“he thinks that he's going to increase the EBITDA of this company to 5 billion in 2029 to 2030”
90d -38.3%
2026-04-17
APP
bullish
video
AppLovin was incorrectly swept into the SaaS selloff despite being an AI-powered mobile advertising company — not enterprise software — that is now expanding its ad inventory into e-commerce while the founder-CEO holds headcount flat, compounding into high…
“I do think AppLovin was put into that bucket”
90d -9.0%
2026-04-17
PLTR
bullish
video
Palantir acts as the enterprise guide helping companies operationalize AI across complex workflows, giving it a durable role as the AI transition accelerates rather than being disrupted by it
“like the shepherd that is basically having everyone cross the chasm with them”
90d -8.2%
Idea Scout Weekly
Every Sunday: who said what across the tape we track —
845 voices, 2,419 episodes and articles —
with side-flips and points of disagreement called out. Free.
How we track it.
Free · double opt-in · unsubscribe in one click