Investors / stance tracking
What Jake Silverman is saying
FollowFollowingUnfollowSemiconductor analyst, Bloomberg Intelligence
3 dated public stances tracked since 2026-04-20, most recently 2026-10-29. 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 Jake Silverman'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. Jake Silverman 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
2026-10-29
last heard
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-29
NAND
bullish
Bloomberg TV (uncut) · uncut_tv
NAND pricing has not yet peaked and the cycle has another 12 to 18 months to run, with long-term contracts reducing volatility and improving investor confidence.
“NAND pricing, it hasn't peaked, at least in our view, over the next 12 to 18 months.”
Bloomberg TV uncut 2026-10-29 15:59 ET (30 min)
Micron's 87% gross margins are a floor rather than a peak because HBM price increases locked in for fiscal 2027 via long-term strategic customer agreements will drive continued margin and earnings expansion as AI data center demand structurally outstrips…
“these are floor margins for Q1 and then it'll increase through fiscal 2027”
Open Interest 10/1/2026
The DRAM upcycle is well beyond its historical 7–10 quarter length with no end in sight because HBM wafer demand for AI is diverting capacity from standard DRAM, creating a tightening supply-demand imbalance that drives daily price increases — with the HBM…
“the amount of capacity added is not keeping up with the actual amount of demand, and that's driving this price increase we're seeing pretty much daily”
Inside the $21T ETF Industry, Apollo's Role in 'PRIV | ETF IQ 4/20/2026
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