Investors / stance tracking
What Sarah Kunst is saying
Guest
3 dated public stances tracked since 2026-08-10, most recently 2026-08-10. 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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3
tracked stances
3
themes
0
side flips
2026-08-10
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CRWV | 1 | 1 bearish | 2026-08-10 | |
| GOOGL | 1 | 1 bullish | 2026-08-10 | |
| 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.
2026-08-10
TSM
bullish
Bloomberg Surveillance · video
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
2026-08-10
CRWV
bearish
Bloomberg Surveillance · video
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
2026-08-10
GOOGL
bullish
Bloomberg Surveillance · video
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
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