Investors / stance tracking
What Chris Mcmahon is saying
FollowFollowingUnfollowPresident & CEO, Aquinas Wealth Advisors
4 dated public stances tracked since 2026-10-29, most recently 2026-10-29. 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 Chris Mcmahon'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. Chris Mcmahon is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-10-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AMZN | 1 | 1 bullish | 2026-10-29 | |
| GEV | 1 | 1 bullish | 2026-10-29 | |
| LLY | 1 | 1 bullish | 2026-10-29 | |
| SPX | 1 | 1 bullish | 2026-10-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Eli Lilly's dominant ~62% GLP-1 market share is poised to surge toward ~90% as its new triple-agonist drug drives outsized weight-loss results that are pulling patients away from competing therapies
“They're going from sixty two percent to ninety percent with King Kong”
Fox Business uncut 2026-10-29 15:58 ET (5 min)
A Fed rate pause and resilient consumer spending will fuel a year-end Santa rally, adding roughly 3–4% to the S&P 500 and sparking a Nasdaq recovery from tech-CapEx anxiety
“I think we're going to see the market bounce... another three or four percent for year end”
Fox Business uncut 2026-10-29 15:58 ET (5 min)
AWS is uniquely positioned to dominate cloud while declining oil/diesel prices lower logistics costs and boost consumer spending, with the holiday season providing an additional retail tailwind into year-end
“I definitely think it's a buy today. And I think it's driven mainly by AWS.”
Fox Business uncut 2026-10-29 15:53 ET (5 min)
GE Vernova's strong leadership team and compelling 5-year strategic plan make it a quality long-term hold following its latest earnings beat
“We like them very much. We're excited about what they're doing. We like their plan for the next five years.”
Fox Business uncut 2026-10-29 15:58 ET (5 min)
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