What Andrew Homan is saying
Managing Partner, Maverick Silicon
3 dated public stances tracked since 2025-11-07, most recently 2025-11-07. 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 Andrew Homan'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. Andrew Homan 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.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-11-07
AI SEMICONDUCTOR LAYER (CHIPS)
bullish
Chase Coleman · video
Semiconductors will capture a disproportionate share of AI economic rent over the next decade because every AI solution requires fundamentally more compute, reversing the post-GFC playbook where SaaS software captured most value.
“we think that semiconductor layer is going to capture a very very significant amount of the economic rent over this next 10 years”
How Top Investors See the Future of AI | Chase Coleman, Brad Gerstner, Josh Wolfe at Robin Hood 2025
2025-11-07
META
bullish
Chase Coleman · video
Google's search advertising model—the 'golden goose'—faces structural risk as AI replaces 10-blue-links with direct answers, making Meta the better AI-era equity over a multi-year arc.
“I probably would copy you again so meta”
90d +7.9% · 180d -1.3%
How Top Investors See the Future of AI | Chase Coleman, Brad Gerstner, Josh Wolfe at Robin Hood 2025
2025-11-07
EDGE AI / ON-DEVICE SEMICONDUCTORS
bullish
Chase Coleman · video
Intelligence will migrate from data centers to billions of edge devices over the next 5-10 years—analogous to how AI GPUs displaced Intel CPUs in data centers—benefiting chip makers focused on edge compute.
“all these kind of stupid devices that are going to get intelligence in them over the next 5 to 10 years”
How Top Investors See the Future of AI | Chase Coleman, Brad Gerstner, Josh Wolfe at Robin Hood 2025
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