Investors / stance tracking
What Kriti Gupta is saying
FollowFollowingUnfollowJPMorgan Private Bank (as introduced, Oct 2026)
3 dated public stances tracked since 2026-10-23, most recently 2026-10-23. 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 Kriti Gupta'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. Kriti Gupta 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
2026-10-23
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| INDUSTRIALS | 1 | 1 bullish | 2026-10-23 | |
| SPX | 1 | 1 bullish | 2026-10-23 | |
| UTILITIES SECTOR | 1 | 1 bullish | 2026-10-23 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
S&P at 21x PE with record margins and roughly 30% year-over-year earnings growth makes current AI-driven jitters an attractive entry point, not a reason to de-risk.
“a 21 times earnings, 17% margins and still 30% year over year earnings growth — those are numbers you can't fight”
CNBC uncut 2026-10-23 13:38 ET (5 min)
2026-10-23
UTILITIES SECTOR
owns
CNBC (uncut) · uncut_tv
Utilities offer a second-derivative AI play via data-center power demand while remaining a defensive, still-underperforming sector with a clearing event as midterm overhang on data-center moratoriums fades.
“we are going big on utilities right now”
CNBC uncut 2026-10-23 13:38 ET (5 min)
Industrials capture AI second-derivative upside through data-center build-out, near-shoring, and logistics without the volatility associated with hyperscalers and semis.
CNBC uncut 2026-10-23 13:38 ET (5 min)
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