The stances below are c8alpha's editorial distillation of Myles Kuah'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. Myles Kuah 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.
2026-05-10
META
bullish
Sunday's Idea Brunch · article
META controls high-quality, targetable ad inventory that becomes more valuable as AI floods the internet with low-engagement content slop, concentrating advertiser spend toward premium human-attention surfaces.
“The clear beneficiaries here are any companies that hold high quality, targetable ad space like $META”
90d -0.6%
Idea Brunch with Myles Kuah of Value Zoomer
2026-05-10
RDDT
bullish
Sunday's Idea Brunch · article
Reddit is the anti-AI stock: authentic human-generated community content becomes scarcer and more valuable as AI floods the internet, while Myles believes he holds an informational edge over the older finance community in understanding the product and user…
“In the US a stock I see as the anti-AI stock is Reddit”
90d -0.5%
Idea Brunch with Myles Kuah of Value Zoomer
2026-05-10
SEK
short
Sunday's Idea Brunch · article
Seek trades at 22x earnings with low growth despite AI systematically eroding its value proposition on both sides — employers are inundated with AI-generated low-quality applicants while AI agents will increasingly replace candidate-side job searching — while…
“Seek is my largest and highest conviction short within this bucket”
Idea Brunch with Myles Kuah of Value Zoomer
2026-05-10
AUSTRALIAN SOFTWARE STOCKS
bearish
Sunday's Idea Brunch · article
Superannuation flows have bid Australian software to valuations comparable to US peers despite meaningfully lower business quality, leaving the sector more expensive, more AI-exposed, and more overlooked on the short side than US software.
Idea Brunch with Myles Kuah of Value Zoomer
2026-05-10
short 2X SINGLE-STOCK LEVERAGED ETF / long UNDERLYING EQUITY OF THE SAME LEVERAGED ETF
pair
Sunday's Idea Brunch · article
Single-stock 2x leveraged ETFs carry undisclosed embedded financing costs of 2000+ bps above the base rate that systematically erode NAV, creating a harvestable spread by shorting the 2x ETF and longing the underlying whenever the borrow fee is below the…
“they have provided a very reasonable (>10% annualised) uncorrelated, low risk return”
Idea Brunch with Myles Kuah of Value Zoomer
2026-05-10
long SPGI / long MCO / long V / long MA (+1 legs)
basket
Sunday's Idea Brunch · article
SPGI, MCO, V, MA, and ADP have been indiscriminately sold off on AI disruption fears despite possessing genuine moats that insulate them from AI substitution, making the selloff a mispricing.
90d +13.1%
Idea Brunch with Myles Kuah of Value Zoomer
2026-05-10
short ZD / short FUTR / short TREE / short EVER (+1 legs)
basket
Sunday's Idea Brunch · article
Affiliate marketing content publishers (ZD, FUTR.L) and lead-generation platforms (TREE, EVER, MONY.L) face existential traffic destruction as AI agents consume sponsored comparison content directly, eliminating ad clicks and inflating customer acquisition…
90d -15.3%
Idea Brunch with Myles Kuah of Value Zoomer
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