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Investors / stance tracking

What Dom Rizzo is saying

Portfolio manager, T. Rowe Price Global Technology Fund

5 dated public stances tracked since 2026-10-28, 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 Dom Rizzo'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. Dom Rizzo is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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5
tracked stances
4
themes
0
side flips
2026-10-28
last heard

Most-argued themes

ThemeStancesLeanMixLast
AMD11 bullish2026-10-28
FRONTIER AI LABS (OPENAI AND ANTHROPIC)11 bullish2026-10-28
INTC11 bullish2026-10-28
MSFT11 bearish2026-10-28

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-10-28 long INTC / long AMD basket CNBC (uncut) · uncut_tv
Intel and AMD should benefit as agentic inference shifts AI spending toward CPUs, while accelerating demand and potentially underestimated margins leave consensus forecasts too low.
“That points me to have my biggest bets today in the CPU names.”
CNBC uncut 2026-10-28 10:03 ET (5 min)
2026-10-28 FRONTIER AI LABS (OPENAI AND ANTHROPIC) bullish CNBC (uncut) · uncut_tv
Economic value should accrue to frontier AI labs because mission-critical tasks demand their superior task completion, while collaborative AI applications will make them sticky within organizations.
“I think all the economics over time are gonna accrue to the frontier.”
CNBC uncut 2026-10-28 10:08 ET (5 min)
2026-10-28 MSFT bearish CNBC (uncut) · uncut_tv
Microsoft's cloud results should be very strong, but its highly profitable productivity suite faces a long-term competitive threat from collaborative applications built by frontier AI labs.
“So I own it, but I'm super underweight.”
CNBC uncut 2026-10-28 10:08 ET (5 min)
2026-10-28 INTC owns CNBC (uncut) · uncut_tv
The accelerating CPU opportunity should benefit Intel, while its domestic leading-edge foundry strategy offers additional long-term upside under Lip-Bu Tan despite requiring time to win external customers.
“They're both—Intel and AMD—my two biggest bets.”
CNBC uncut 2026-10-28 10:13 ET (5 min)
2026-10-28 AMD bullish CNBC (uncut) · uncut_tv
AMD should benefit from the broader CPU demand trend while continuing to gain high-end CPU share and offering additional GPU upside through its promising MI450 chip.
“I think it's going to be great for both of us.”
CNBC uncut 2026-10-28 10:13 ET (5 min)

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