Investors / stance tracking
What Sitara Sundar is saying
FollowFollowingUnfollowHead of alternative investment strategy, J.P. Morgan Private Bank
3 dated public stances tracked since 2026-09-30, most recently 2026-09-30. 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 Sitara Sundar'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. Sitara Sundar 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
2026-09-30
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Ai Infra | 1 | 1 bullish | 2026-09-30 | |
| POWER INFRASTRUCTURE / REGULATED UTILITIES | 1 | 1 bullish | 2026-09-30 | |
| SEMIS | 1 | 1 bullish | 2026-09-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-09-30
Ai Infra
bullish
Bloomberg Open Interest · video
Hyperscalers are the primary driver of forward earnings growth as the AI infrastructure cycle shifts from free-cash-flow self-financing toward capital markets issuance, still in mid-innings of a decade-long buildout
“leaning into select hyperscalers. We see growth potential there. They are driving the earnings growth moving forward”
Open Interest 9/30/2026
Memory chips are attractive within a compute-constrained AI ecosystem where infrastructure demand remains elevated, though selectivity within the broader semi space is required as the cycle is already past typical peak duration
“semiconductors look attractive but you need to be selective...thinking about memory”
Open Interest 9/30/2026
2026-09-30
POWER INFRASTRUCTURE / REGULATED UTILITIES
bullish
Bloomberg Open Interest · video
Power supply is the single biggest bottleneck to the AI data center buildout and US electricity demand is on pace to outstrip supply within five years, making regulated utilities and power infrastructure a preferred focus over pure data center exposure
“we tend to prefer that versus data center exposure alone”
Open Interest 9/30/2026
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