Founder, Big Technology
Media
4 dated public stances tracked since 2026-07-31, most recently 2026-10-20. 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 Alex Kantrowitz'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. Alex Kantrowitz is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-07-31 | RDDT | bullish | -7.9% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| MOBILE CARRIERS EXPOSED TO STARLINK | 1 | | 1 bearish | 2026-10-20 |
| NFLX | 1 | | 1 bearish | 2026-10-20 |
| RDDT | 1 | | 1 bullish | 2026-07-31 |
| SPACEX | 1 | | 1 bullish | 2026-10-20 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-20
NFLX
bearish
CNBC (uncut) · uncut_tv
Netflix is vulnerable because price increases and dependence on hit content leave it losing viewing share to free, AI-programmed YouTube.
“If you raise prices, your free competitor's using AI to program, you're in trouble.”
Closing Bell — 2026-10-20 (CNBC, full episode, ads cut)
2026-10-20
SPACEX
bullish
CNBC (uncut) · uncut_tv
SpaceX can become a major AI hyperscaler because compute supply should remain constrained while its data-center execution, AI products, and revenue continue improving.
“You're looking at a major, major player in AI hyperscaling.”
Closing Bell — 2026-10-20 (CNBC, full episode, ads cut)
2026-10-20
MOBILE CARRIERS EXPOSED TO STARLINK
bearish
CNBC (uncut) · uncut_tv
Terrestrial mobile carriers face competitive pressure because Starlink's satellite coverage offers connectivity with few dead spots.
“I think mobile companies should be nervous.”
Closing Bell — 2026-10-20 (CNBC, full episode, ads cut)
2026-07-31
RDDT
bullish
The Compound · video
Reddit can command premium licensing fees from AI companies because its human-generated content archive is uniquely valuable for model training, and new blocking technology gives Reddit real leverage to force payment rather than free crawling
“I think a company like Reddit has an opportunity to get a premium for all the reasons that you just laid out”
90d -7.9%
Why Demand for Compute Is About to Explode | TCAF 253
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