Investors / stance tracking
What Daniel Newman is saying
FollowFollowingUnfollowCEO, The Futurum Group
3 dated public stances tracked since 2026-10-21, most recently 2026-10-28. 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 Daniel Newman'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. Daniel Newman is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
3
tracked stances
3
themes
0
side flips
2026-10-28
last heard
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Microsoft can rise further because strong Azure growth, expanding customer adoption of Copilot, and its diversified AI-model portfolio should help convert backlog into cash.
“I still think it can go higher.”
Fox Business uncut 2026-10-28 09:22 ET (5 min)
CoreWeave's sold-out capacity, 246% backlog growth, major customers, declining financing costs, and Nvidia ownership outweigh recent credit concerns and volatility.
“I did get longer on CoreWeave.”
Varney & Company — 2026-10-21 (Fox Business, full episode, ads cut)
2026-10-21
SPACEX
owns
Fox Business (uncut) · uncut_tv
SpaceX's scarce AI capacity can command premium pricing and fund its space and satellite ambitions, while a potential Tesla merger adds autonomy and robotics upside.
“I'm already in and I'm going to get longer.”
Varney & Company — 2026-10-21 (Fox Business, full episode, ads cut)
Idea Scout Weekly
Every Sunday: who said what across the tape we track — 1766 voices, 5,177 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.
Free · double opt-in · unsubscribe in one click