Investors / stance tracking
What Adam Kobeissi is saying
FollowFollowingUnfollowFounder & editor-in-chief, The Kobeissi Letter
3 dated public stances tracked since 2026-10-22, most recently 2026-10-22. 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 Adam Kobeissi'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. Adam Kobeissi 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
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| GOLD | 1 | 1 bearish | 2026-10-22 | |
| MAGNIFICENT SEVEN | 1 | 1 bullish | 2026-10-22 | |
| NVDA | 1 | 1 bullish | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Nvidia's exponential earnings growth has outpaced its flat share price, leaving it valued at roughly 20 times forward earnings—cheaper than the S&P 500.
“Nvidia is now trading at 20 times its forward earnings. That's cheaper than the S&P.”
Fox Business uncut 2026-10-22 14:43 ET (5 min)
Gold is vulnerable to a near-term 5% to 10% pullback toward 4,000 as higher rates and current market volatility pressure the metal.
“We're looking for like a 5 to 10% pullback right into 4,000.”
Fox Business uncut 2026-10-22 14:48 ET (5 min)
2026-10-22
MAGNIFICENT SEVEN
bullish
Fox Business (uncut) · uncut_tv
Mega-cap technology and the S&P 500's 15 largest stocks should lead because the current market rewards established earnings strength rather than speculative diversification.
“The Meg 7... will be the best performers when you look six to 12 months out.”
Fox Business uncut 2026-10-22 14:48 ET (5 min)
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