YouTube finance commentator
Media
5 dated public stances tracked since 2025-09-22, most recently 2026-02-20. 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 Dylan Rieger'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. Dylan Rieger is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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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.
Scored calls
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.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-02-20 | ORA | bearish | -15.7% | +4.5% | — |
| 2026-02-20 | GEV | bearish | -25.8% | -19.1% | — |
| 2025-12-24 | ENERGY | bullish | +38.0% | +23.5% | — |
| 2025-09-22 | GOLD | bullish | +18.3% | +17.1% | +15.9% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| ENERGY | 1 | | 1 bullish | 2025-12-24 |
| GEV | 1 | | 1 bearish | 2026-02-20 |
| GOLD | 1 | | 1 bullish | 2025-09-22 |
| LYSDY | 1 | | 1 bullish | 2025-12-24 |
| ORA | 1 | | 1 bearish | 2026-02-20 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-02-20
ORA
bearish
Whitney Tilson · video
Ormat Technologies is the premier US geothermal company but trades at 57x PE with only ~5% analyst upside, a debt-to-equity ratio over 100%, and negative free cash flow, making the valuation too stretched to justify entry now.
“The valuation is too stretched to jump in right now and if you believe in the power of geothermal, wait for a better entry”
90d -15.7% · 180d +4.5%
I EXPOSE Whitney Tilson's New Stock Picks (10X Gains?)
2026-02-20
GEV
bearish
Whitney Tilson · video
GE Vernova trades at 45x earnings priced for AI's best-case outcome, so any slowdown in the AI buildout could trigger a significant correction despite the company's strong backlog and margin trajectory.
“It's priced for AI to have its best outcome”
90d -25.8% · 180d -19.1%
I EXPOSE Whitney Tilson's New Stock Picks (10X Gains?)
2025-12-24
ENERGY
bullish
Whitney Tilson · video
Chevron offers record production growth, 38 consecutive years of dividend increases yielding ~4.6%, and trades at a discount to analyst price targets that imply ~17% upside, making it a durable cornerstone holding regardless of fusion speculation
“I think Chevron will perform well”
90d +38.0% · 180d +23.5%
Revealed: Whitney Tilson's "Amazon Helios" Stocks
2025-12-24
LYSDY
owns
Whitney Tilson · video
Lynas is the only large-scale non-Chinese separated rare earth producer, giving it irreplaceable strategic value as Western governments and industries spend decades building alternative supply chains away from China's 91% refining monopoly
“I own it and it's very volatile. However, I believe the West will build out the rare earth supply chain over the next couple of decades”
Revealed: Whitney Tilson's "Amazon Helios" Stocks
2025-09-22
GOLD
bullish
Whitney Tilson · video
Barrick Gold is better valued than most royalty peers and offers more direct leverage to rising gold prices, making it preferable for investors who want gold exposure without paying the royalty-company premium.
“Barrett Gold is a giant worth a look. It's better valued than many peers and offers more direct leverage to rising gold prices.”
90d +18.3% · 180d +17.1% · 1y +15.9%
I Reveal Whitney Tilson;s NEWEST Stock Pick
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