Investors / stance tracking
What Sarah Kunst is saying
FollowFollowingUnfollowManaging director, Cleo Capital
6 dated public stances tracked since 2026-08-10, most recently 2026-10-19. 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 Sarah Kunst'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. Sarah Kunst is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
6
themes
0
side flips
2026-10-19
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Ai Infra | 1 | 1 bearish | 2026-10-19 | |
| CRWV | 1 | 1 bearish | 2026-08-10 | |
| GOOGL | 1 | 1 bullish | 2026-08-10 | |
| META | 1 | 1 bullish | 2026-09-14 | |
| NVDA | 1 | 1 bullish | 2026-10-13 | |
| TSM | 1 | 1 bullish | 2026-08-10 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-19
Ai Infra
bearish
Bloomberg TV (uncut) · uncut_tv
Weaker AI compute companies overpromised, lack operational experience, and are seeing anchor customers walk back commitments; many may not survive to IPO, and their failure threatens the valuations of the larger players who booked revenue from them
“I'm not sure are even going to make it to IPO”
Bloomberg TV uncut 2026-10-19 08:00 ET (30 min)
China chip competition news is fully expected and not new — Nvidia's multi-year head start in CUDA/software ecosystem means the sell-off is a market overreaction to linear expected progress.
“We don't have shocking China news. We have linear expected progress and an incredibly jittery market.”
Bloomberg Surveillance TV: October 13th, 2026 | Bloomberg Surveillance
Meta's open-weight model strategy insulates it from the pricing threat posed by cheap Chinese AI that threatens closed-model hyperscalers like Anthropic and OpenAI, and the market would broadly welcome Meta not having to sustain its AI capex trajectory.
“it would be amazing if Meta wasn't feeling pressure to spend all this money on AI capex”
Bloomberg Surveillance 9/14/2026
Said again: 2026-09-28 (Bloomberg Surveillance)
TSMC is essentially irreplaceable in advanced chip production for AI hardware for the next 3-5 years with no real competitors on the horizon and sustained demand from Nvidia and Apple driving 40%+ revenue growth.
“TSM is a lynchpin of AI. It is essentially irreplaceable in chip production for the next 3 to 5 years”
Bloomberg Surveillance 8/10/2026
Said again: 2026-10-13 (Bloomberg TV (uncut)), 2026-10-13 (Bloomberg Surveillance), 2026-10-13 (Mike Wilson (newest))
CoreWeave is overpriced relative to its risk profile, relying heavily on debt to fund infrastructure with uncertain monetization timelines at a moment when investors are demanding faster AI ROI proof.
“Coreweave is another one of those that are really really overpriced and that make me nervous”
Bloomberg Surveillance 8/10/2026
Google's 4+ billion monthly users across Android's 3 billion devices, consumer products, and enterprise give it a built-in user base that dwarfs every AI competitor, positioning it as the ultimate AI winner especially in on-device mobile AI.
“Google at the end of the day will power particularly in mobile the vast majority of on-device AI”
Bloomberg Surveillance 8/10/2026
Said again: 2026-09-14 (Bloomberg Surveillance), 2026-09-28 (Bloomberg Surveillance)
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