Chief economist & strategist, Solus Alternative Asset Management
Economist
7 dated public stances tracked since 2024-10-04, 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 Dan Greenhaus'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. Dan Greenhaus 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.
2026-10-30
Big Tech
bearish
CNBC (uncut) · uncut_tv
Slowing core-business growth at major hyperscalers reduces the cushion for holding AI/data-center names going into what he expects to be a series of negative macro and Washington-driven headlines over coming quarters
“slowed down in the core businesses, which makes them even less desirable to hold, going into what are probably gonna be a series of negative headlines”
CNBC uncut 2026-10-30 15:42 ET (5 min)
2026-10-26
ENERGY
bullish
CNBC (uncut) · uncut_tv
Energy companies are sitting at or near 52-week highs with enormous cash flows supported by higher oil prices, making individual energy picks compelling regardless of small index weighting
“Anywhere in energy space you can throw a dart and hit a company that can still do incredibly well.”
CNBC uncut 2026-10-26 15:08 ET (5 min)
2026-10-26
MSFT
bullish
CNBC (uncut) · uncut_tv
Hyperscaler CapEx plans are not the right risk indicator for the AI trade; real peak signals will come from GPU rental rates and token demand/utilization, which remain healthy
“I'd much more encourage people to focus on GPU rental rates, on token demand, token utilization”
CNBC uncut 2026-10-26 14:58 ET (5 min)
2026-10-22
Ai Infra
bullish
CNBC (uncut) · uncut_tv
Well-capitalized hyperscalers should remain insulated from stress among leveraged AI companies because their committed capex is holding up and compute demand remains extremely strong.
“We're going to see that the demand for compute is extremely strong.”
CNBC uncut 2026-10-22 15:12 ET (5 min)
2026-10-22
META
bullish
CNBC (uncut) · uncut_tv
Meta's ~$83B cash against only ~$84B debt and still-rising CapEx make it and the other hyperscalers structurally immune to the AI capital crunch that is tightening around more leveraged, speculative names
“Meta and Google are, for lack of a better word or phrase, completely unimpacted by what's going on right now”
CNBC uncut 2026-10-22 15:17 ET (5 min)
2026-10-22
CRWV
bearish
CNBC (uncut) · uncut_tv
CoreWeave's unsecured debt is blowing out while its project debt holds, signaling it is the vulnerable 'tail' name in the AI financing cycle that capital market pressure will wash out first
“it's the unsecured debt that's blowing out”
CNBC uncut 2026-10-22 15:17 ET (5 min)
2024-10-04
China Equities
bullish
The Compound · video
Chinese government stimulus — rate cuts, housing down-payment relief, and a potential state-sponsored stock-buying fund — is short-term highly bullish for Chinese equities even if it won't fix China's structural problems
“right now you're probably likely to get a pretty nice rally in Chinese stocks even more than we've seen”
90d -15.1% · 180d +1.0% · 1y +19.3%
The Myth of Cash on the Sidelines | TCAF 160
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