Investors / stance tracking
What Sylvia Jablonski is saying
FollowFollowingUnfollowCEO and CIO, Defiance ETFs
7 dated public stances tracked since 2026-10-20, most recently 2026-11-02. 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 Sylvia Jablonski'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. Sylvia Jablonski is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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7
tracked stances
7
themes
0
side flips
2026-11-02
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AIPO | 1 | 1 bullish | 2026-10-21 | |
| Ai Infra | 1 | 1 bullish | 2026-11-02 | |
| ENERGY | 1 | 1 bullish | 2026-10-20 | |
| IONQ | 1 | 1 bullish | 2026-10-20 | |
| MU | 1 | 1 bullish | 2026-10-21 | |
| NVDA | 1 | 1 bullish | 2026-10-21 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-11-02
Ai Infra
bullish
Bloomberg TV (uncut) · uncut_tv
Despite recent selloff, AI fundamentals remain intact as Anthropic's exploding revenues confirm demand, making the dip a buying opportunity for long-term holders in AI-themed ETFs
“long-term AI isn't going anywhere. We all believe that there is this massive amount of value in AI”
Bloomberg TV uncut 2026-11-02 09:59 ET (30 min)
The ETF packages companies needed to power, cool and build AI infrastructure, whose underlying demand remains intact despite constituent pullbacks of roughly 20% to 30%.
“Now's a better time to do it when they've pulled back.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
Nvidia's exposure across networking, software, quantum and other layers of AI compute combines with rapid revenue growth, strong margins and a sharply reduced valuation multiple.
“This stock has gotten cheaper... It's a stock that hasn't done much again, and I think investors should look at it.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
Micron is one of very few capable high-bandwidth-memory suppliers and offers a strong backlog, improving margins, pricing power and an inexpensive valuation against rapid growth.
“It's another one that's worth looking at, in our opinion.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
2026-10-21
QUANTUM COMPUTING
bullish
Fox Business (uncut) · uncut_tv
Quantum computing is the next-generation technology opportunity and should complement AI, making current exposure suitable for a long-term portfolio.
“The overall theme of quantum computing is the next-gen tech play, and this is the buy... to put it in your portfolio.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
IONQ is a pure-play quantum computing company transitioning from science experiment to commercial entity—tripling revenues and signing paying commercial contracts with AstraZeneca, Nvidia, Airbus—making it a call option on the next industrial revolution at a…
“This is the chat GPT moment, I think, for quantum computing”
Power Lunch — 2026-10-20 (CNBC, full episode, ads cut)
Data center power demand equivalent to 20 New York Cities is driving a 5–10 year infrastructure buildout that will outlast the picks-and-shovels AI hardware cycle because grid and power build times are structurally longer
“the power trade is going to last longer than the Picks and Shovels AI”
Power Lunch — 2026-10-20 (CNBC, full episode, ads cut)
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