Investors / stance tracking
What Dave Mazza is saying
FollowFollowingUnfollowCEO, Roundhill Investments
4 dated public stances tracked since 2026-10-15, most recently 2026-10-15. 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 Dave Mazza'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. Dave Mazza 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
2026-10-15
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Big Tech | 1 | 1 bullish | 2026-10-15 | |
| CRWV | 1 | 1 bullish | 2026-10-15 | |
| DRAM | 1 | 1 bullish | 2026-10-15 | |
| RKLB | 1 | 1 bullish | 2026-10-15 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-15
Big Tech
bullish
Fox Making Money (playlist) · video
Neo-cloud names are in oversold territory with astronomically high revenue growth and incredibly low multiples, so the sentiment-driven selloff has gone too far and investors are already stepping back in
“the stocks still trade at incredibly low multiples and they have revenue growth that is astronomically high”
The market is in a TRANSITION: Roundhill Investments CEO
Rocket Lab's Neutron delays push out growth timelines but do not invalidate the thesis because existing launch technology is generating real, paying revenue
“what the company is doing with their existing technology is paying off”
The market is in a TRANSITION: Roundhill Investments CEO
Concerns that hyperscalers and frontier labs will pull back from CoreWeave contracts are misguided given the company's projected revenue growth and large backlog of committed compute contracts
“the idea the hyperscalers and frontier labs will be pulling back from these contracts I think is a bit misguided”
The market is in a TRANSITION: Roundhill Investments CEO
Memory chip companies are transitioning from cyclical boom-bust models to consistent revenue streams via long-term customer agreements, chips remain sold out through 2026-2027, and price-to-earnings multiples should expand as that cyclical discount fades —…
“the long-term fundamental case is there”
CNBC uncut 2026-10-15 10:00 ET (30 min)
Said again: 2026-10-22 (CNBC (uncut))
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