Investors / stance tracking
What Stephanie Aliaga is saying
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3 dated public stances tracked since 2026-10-30, most recently 2026-10-30. 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 Stephanie Aliaga'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. Stephanie Aliaga 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
2026-10-30
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AI NATIVE SECTORS | 1 | 1 bullish | 2026-10-30 | |
| Ai Infra | 1 | 1 bullish | 2026-10-30 | |
| HEALTHCARE | 1 | 1 bullish | 2026-10-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-30
AI NATIVE SECTORS
bullish
CNBC (uncut) · uncut_tv
Declining interest rates and improving visibility into AI demand and monetization make the current selloff in AI-native stocks unjustified given strong underlying fundamentals and earnings power
“I don't think is really justified given a lot of the good news in some of these AI native sectors”
CNBC uncut 2026-10-30 15:53 ET (5 min)
Healthcare expected to deliver upper-teens earnings growth next year while valuations remain non-demanding, making the sector an attractive rotation destination from tech
“healthcare is supposed to see really solid upper teens earnings growth next year. And those valuations have not been super demanding”
CNBC uncut 2026-10-30 15:58 ET (5 min)
2026-10-30
Ai Infra
bullish
CNBC (uncut) · uncut_tv
AI monetizers, semis, and hyperscalers remain the clearest structural winners in the current AI deployment phase despite the day's sell-off, which she views as unjustified given strong underlying AI demand signals
“the AI monetizers, semis, and the hyperscalers, I think are the clearest winners in terms of where we are in this phase right now”
CNBC uncut 2026-10-30 15:58 ET (5 min)
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