Investors / stance tracking
What Craig Moffett is saying
FollowFollowingUnfollowSenior analyst & co-founder, MoffettNathanson
3 dated public stances tracked since 2026-10-23, most recently 2026-10-30. 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 Craig Moffett'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. Craig Moffett 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
2026-10-30
last heard
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Apple's safety bid has pushed valuation to ~36x earnings (~2.8% earnings yield, roughly half the treasury yield), and memory-cost-driven $100 device price hikes risk suppressing upgrade cycles as consumers hold existing devices longer, suggesting the stock…
“it's already priced in so much safety that you wonder whether it's overshot somewhat”
CNBC uncut 2026-10-30 16:53 ET (5 min)
Said again: 2026-11-02 (CNBC (uncut)), 2026-11-02 (CNBC (uncut))
New CEO Dan Shulman fixed Verizon's marketing problems through disciplined execution rather than price cuts, driving postpaid phone additions more than double street expectations and putting the company on track to triple annual phone additions
“he's done it with good old-fashioned blocking and tackling, fixing some of the marketing problems”
CNBC uncut 2026-10-26 07:56 ET (5 min)
SpaceX's expansion into terrestrial wireless is more a narrative overhang than a near-term earnings threat, as building a fourth network from scratch requires hundreds of billions and years of cash-flow-negative scaling before posing real competitive harm to…
“I don't know that it poses all that much of an earnings threat”
CNBC uncut 2026-10-23 16:24 ET (5 min)
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