The stances below are c8alpha's editorial distillation of Bonawyn Eison'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. Bonawyn Eison is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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.
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.
2026-11-02
CONSUMER DISCRETIONARY
bearish
CNBC (uncut) · uncut_tv
The sharp oil decline appears to be a politically-timed head fake that will reverse, making the consumer discretionary sector's 2%-plus rally unsustainable, especially as underlying consumer spending is already coming under pressure
“I would have baited that move actually, because I think this oil move is... somewhat of a head fake”
CNBC uncut 2026-11-02 17:18 ET (5 min)
2026-11-02
AAPL
bearish
CNBC (uncut) · uncut_tv
Simultaneous margin degradation from higher memory costs and Siri AI ramp alongside price increases creates a structurally difficult setup for the stock that the market had not yet incorporated into models
“margin degradation. There's going to be pressure on the stock”
CNBC uncut 2026-11-02 17:33 ET (5 min)
2026-10-23
RST
bullish
CNBC (uncut) · uncut_tv
Provides domestic equity exposure and diversification away from mega-cap AI CapEx concentration without chasing EM or international risk; already added to portfolio after underperformance
“RST is another place where you've been able to hide out”
CNBC uncut 2026-10-23 17:09 ET (5 min)
2024-01-19
SAVE
neutral
CNBC Halftime Final Trades · video
Despite tempting intraday and day-to-day volatility in Spirit Airlines, the risk of trying to trade the swings outweighs the opportunity
“I know the intraday and day-to-day volatility is tempting but I would save myself and avoid trying to trade save”
Final Trade: XLE, SCHW, SAVE, MCD
2023-06-16
TOL
bullish
CNBC Fast Money Final Trade · video
Toll Brothers, a higher-end homebuilder, should not be painted with the same broad brush as peers because supply and demand dynamics remain favorable.
“I don't think we should be painting all the builders with a broad brush at this point supply and demand dynamics are at your back”
90d +10.1% · 180d +32.0% · 1y +65.4%
Final Trades: Tyler Technology, Pepsico, Toll Brothers, Micron
2023-06-16
MU
owns
CNBC Fast Money Final Trade · video
Micron offers a tradeable opportunity by looking through near-term China headwinds, which are transient rather than structural.
“Micron look through the China headwind I've traded it a couple times this week”
90d +6.3% · 180d +18.3% · 1y +119.8%
Final Trades: Tyler Technology, Pepsico, Toll Brothers, Micron
2023-01-06
KBH
bullish
CNBC Fast Money Final Trade · video
KB Home offers an upside catalyst play with earnings coming out the following week, despite being early on the position
“I was a little early on this one. KB Home. If you're looking for an upside play, next week — they have earnings coming out”
90d +11.6% · 180d +47.4% · 1y +84.4%
The Final Trade: LULU, EEM, KBH & NFLX
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