Investors / stance tracking
What Gareth Soloway is saying
FollowFollowingUnfollowChief Market Strategist, Verified Investing
5 dated public stances tracked since 2026-10-12, most recently 2026-10-12. 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 Gareth Soloway'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. Gareth Soloway is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-12
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CLX | 1 | 1 bullish | 2026-10-12 | |
| NEE | 1 | 1 bullish | 2026-10-12 | |
| NKE | 1 | 1 bullish | 2026-10-12 | |
| SPX | 1 | 1 bullish | 2026-10-12 | |
| VLO | 1 | 1 bearish | 2026-10-12 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
PCE inflation came in better than expected while the economy stays strong, supporting earnings growth that makes the S&P arguably cheaper than at the start of the year despite near record highs, with a trend-line target at 8,000
“my target... that longer term trend line goes all the way back to 2022 and that is right up at that 8,000 level”
S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
Clorox has hit major long-term technical support after an uncharacteristic drop from $109 to $79 and pays a dividend; if rates moderate, money should rotate out of AI stocks into beaten-down names like this
“Clorox hit major technical support... dropping from $109 down to 80 bucks, in fact $79”
S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
NextEra Energy has sold off sharply from its ~$98.50 April highs to ~$75, and the AI data-center power demand narrative makes it attractive for a shorter-term technical bounce from the low
“it just bottomed out around 75, so I'm playing for a shorter term bounce on these that have been beaten up”
S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
Nike is a beaten-down name that has stood the test of time and pays a dividend; high-rate environment is channeling capital into rate-insensitive AI stocks but a moderation would trigger rotation back into names like Nike
“I'm in like a little Nike down here. I'm like I'm doing it smartly”
S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
Valero has moved vertically like a tech stock despite being a cyclical refiner whose crack-spread margins are set to compress as gasoline and crude pricing normalizes, making the chart overextended relative to fundamentals
“you could tell me Valero was an AI stock... but those type of names I got to be short on”
S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
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