What Jason Snipe is saying
CIO, Odyssey Capital Advisors
6 dated public stances tracked since 2026-01-16, most recently 2026-08-18. 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 Jason Snipe'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. Jason Snipe 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.
2026-08-18
GS
bullish
CNBC Halftime Final Trades · video
Goldman Sachs is the primary investment banking beneficiary of accelerating M&A and capital markets activity, with investment banking fees up 55% and no signs of deceleration in deal flow
“M&A capital markets activity trading all of those are distinct positives that are continuing to accelerate, not decelerating”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
2026-08-18
SPCX
bullish
CNBC Halftime Final Trades · video
SpaceX has an unassailable cost and first-mover advantage in the space business, posted 91% revenue growth with a doubling subscriber base, and its AI compute rental offering represents an additional high-value growth vector with a stated one-year payback on…
“the space business they have such a huge advantage on cost and first mover advantage — there's a lot of ways to win”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
2026-08-18
SNOW
bullish
CNBC Halftime Final Trades · video
Snowflake's AWS partnership strengthens its data warehouse moat while the consumption-based model is delivering 33% revenue growth and 68% EPS growth, making it the preferred software-space data storage name
“I like this data warehouse storage game. I like this name in the software space”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
2026-08-18
NFLX
bullish
CNBC Halftime Final Trades · video
Netflix's advertising revenue is on pace to double again in 2026, sustaining its growth trajectory and justifying a long position in the streaming leader
“Netflix ad revenue is going to double again in 2026”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
2026-07-27
NOW
bullish
CNBC Halftime Final Trades · video
ServiceNow delivered 24.5% subscription revenue growth and is still down ~30% for the year, creating a solid entry point at a dislocated valuation relative to business momentum
“subscription revenue was up 24 and a half percent... still down 30 for the year. I think this is a solid entry point”
CNBC halftime report 27th July 207 featuring Nvidia Apple Micron
2026-01-16
BANKS
bullish
CNBC Halftime Final Trades · video
Regional banks are attractive because the yield curve continues to steepen and loan demand is returning, which directly boosts net interest margins
“the yield curve continues to steepen. Loan demand is coming back online”
90d +0.3% · 180d +11.2%
Final Trades: Baker Hughes, Honda Motor, Wells Fargo and the KRE
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