Investors / stance tracking
What Mandeep Singh is saying
FollowFollowingUnfollowGlobal head of tech research, Bloomberg Intelligence
11 dated public stances tracked since 2024-08-27, most recently 2026-10-27. 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 Mandeep Singh'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. Mandeep Singh is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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11
tracked stances
5
themes
0
side flips
2026-10-27
last heard
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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2024-08-27 | NVDA | bullish | +6.0% | +1.6% | +41.6% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| META | 2 | 1 bearish / 1 neutral | 2026-10-22 | |
| NVDA | 2 | 2 bullish | 2026-10-12 | |
| AI MEMORY CHIPS (SANDISK, WESTERN DIGITAL) | 1 | 1 bullish | 2026-08-06 | |
| AMZN | 1 | 1 bullish | 2026-10-20 | |
| Ai Infra | 1 | 1 bullish | 2026-08-06 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-27
long GOOGL / long MSFT / long AMZN
basket
Bloomberg TV (uncut) · uncut_tv
Hyperscalers capturing ~48% of Anthropic and similar AI-lab revenue as platform cuts will drive sequential cloud growth acceleration across GOOGL, MSFT, and AMZN, justifying continued capex and re-rating
“Google Cloud grew 82 percent — I expect that to accelerate sequentially, won't be surprised if it's 100 percent”
Bloomberg TV uncut 2026-10-27 09:30 ET (30 min)
2026-10-22
long AMZN / long MSFT / long GOOGL
basket
Bloomberg TV (uncut) · uncut_tv
Amazon, Microsoft and Alphabet should benefit from converting large cloud backlogs into revenue, driving accelerating cloud growth and earnings beats over the next several quarters.
“Their cloud businesses are going to accelerate for the next three or four quarters, and they will beat their numbers, consensus numbers, handily.”
Bloomberg TV uncut 2026-10-22 09:59 ET (30 min)
Open-ended AI spending, negative free cash flow, potential equity dilution, and increasingly expensive debt funding create near-term downside risk.
“I am because we have a precedent with the metaverse.”
Bloomberg TV uncut 2026-10-22 09:29 ET (30 min)
2026-10-20
long AMZN / long MSFT / long GOOGL
basket
Bloomberg TV (uncut) · uncut_tv
Amazon, Microsoft, and Google cloud segments will accelerate because they are not locked into multi-year fixed-price contracts and will benefit from rising spot GPU pricing, unlike frontier-model builders absorbing higher input costs with capped revenue
“your Amazon Microsoft Google are going to show acceleration in their cloud segment”
Bloomberg TV uncut 2026-10-20 09:29 ET (30 min)
Good news is already priced into META after the stock's run-up, and an expected CapEx increase will not be cheered given rising cost of capital and unresolved monetization questions around frontier-model spending
“any news around CapEx increase may not be cheered this time around given the cost of capital trends”
Bloomberg TV uncut 2026-10-20 09:29 ET (30 min)
Unlike neoclouds locked into multi-year fixed-rate contracts, hyperscalers price compute on spot rates so rising GPU costs accrue as revenue upside; expect visible cloud revenue acceleration this earnings season
“They're not locked into any sort of contract, so they're going to benefit from spot pricing of these G.P.U.'s going up”
Open Interest 10/20/2026
2026-10-19
long AMZN / long MSFT / long GOOGL
basket
Bloomberg TV (uncut) · uncut_tv
Cloud hyperscalers AWS/Azure/Google Cloud are insulated from open-source token-price pressure because AI labs cannot cut workloads from their infrastructure, and AI usage growth will show up as sequential revenue acceleration in Q3 earnings
“It's really your Amazon, Microsoft and Google. They will shine because their cloud business will show a sequential acceleration.”
Bloomberg TV uncut 2026-10-19 14:59 ET (30 min)
Microsoft's Maya chips and all other hyperscaler in-house efforts are years behind NVIDIA's maturity — nowhere close to replacing NVIDIA in the near term — leaving NVIDIA's dominant supply position structurally intact
“they're nowhere close to where Google is at with its TPUs or where NVIDIA is at”
Bloomberg TV uncut 2026-10-12 11:00 ET (30 min)
2026-08-06
AI MEMORY CHIPS (SANDISK, WESTERN DIGITAL)
bullish
Bloomberg Open Interest · video
Despite pricing growth peaking, these companies are posting triple-digit revenue growth and the sharp sell-off is driven by market structure mechanics rather than fundamental deterioration, while CapEx tailwinds from hyperscalers remain intact
“I don't think fundamentally there is anything wrong. It's more market structure driven”
AI Jitters Return as Markets Await Jobs Data | Open Interest 8/6/2026
2026-08-06
Ai Infra
bullish
Bloomberg Open Interest · video
SpaceX's $100B ARR aspirations and commitment to adding gigawatts of capacity confirm that a new hyperscaler has entered the CapEx cycle, sustaining demand for AI infrastructure providers into next year
“it's a positive for the AI infrastructure plays because that's what tells me they will keep investing”
AI Jitters Return as Markets Await Jobs Data | Open Interest 8/6/2026
Said again: 2026-10-12 (Bloomberg TV (uncut)), 2026-10-21 (Bloomberg The Close)
Nvidia is under-shipping demand by a substantial margin — supply has not caught up with AI infrastructure buildout and lead times for Blackwell are still growing — enabling sustained ~55% net margins for at least two years
“right now they're under shipping demand... we haven't reached that point where market supply has caught up with the demand”
90d +6.0% · 180d +1.6% · 1y +41.6%
Economics vs. Stocks | Bloomberg Surveillance | August 27, 2024
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