What Guy Adami (RiskReversal) is saying
Trader & CNBC Fast Money panelist
5 dated public stances tracked since 2018-07-19, most recently 2026-08-27. 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 Guy Adami (RiskReversal)'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. Guy Adami (RiskReversal) is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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.
2026-08-27
NVDA
bullish
CNBC Fast Money Final Trade · video
Nvidia is trading at roughly 17x next-year earnings — a trough multiple relative to the broader market and its own peers — which is anomalous for a company posting 100%+ revenue growth and 75% gross margins, implying the stock is meaningfully undervalued
“why is it trading at a trough multiple to the broader market? Forget about its peers”
CNBC Today On NVIDIA Stock After NVIDIA Earnings - NVDA Update
2026-01-22
SMH
bearish
CNBC Fast Money Final Trade · video
SMH is overextended at 25% above its 200-day moving average and just hit an all-time high, making it a sell-the-rally candidate
“SMH I think it's sell rallies is 25% above its 200-day moving average”
90d -18.4% · 180d -45.0%
Final Trade: SII, C, SMH, NVO
2026-01-14
RIG
bullish
CNBC Fast Money Final Trade · video
Transocean's recent momentum is intact and the trend continues to work in its favor
“Rigged I think continues to work here.”
90d +40.9% · 180d +22.6%
Final Trade: EL, RIG, XOM, C
2026-01-05
MPC
bullish
CNBC Fast Money Final Trade · video
Marathon Petroleum's large single-day move is the beginning of a much larger sustained move higher
“I know it had a big move today, Melissa, but I think it's beginning of something much larger.”
90d +38.7% · 180d +55.1%
Final Trade: NVO, JPM, COST, MPC
2018-07-19
TTWO
bullish
Delivering Alpha · video
Take-Two Interactive offers favorable risk/reward in a high-growth gaming space with downside capped near 100 and upside to 170, making it the best name in the sector on a risk-adjusted basis
“your downside is 100 so in risk reward I think take two is the best one out there”
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