Investors / stance tracking
What Jason Snipe is saying
FollowFollowingUnfollowCIO, Odyssey Capital Advisors
15 dated public stances tracked since 2026-01-16, most recently 2026-11-02. 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.
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15
tracked stances
14
themes
0
side flips
2026-11-02
last heard
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.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BANKS | 2 | 2 bullish | 2026-10-29 | |
| AAPL | 1 | 1 bearish | 2026-11-02 | |
| AMZN | 1 | 1 bullish | 2026-10-30 | |
| ANET | 1 | 1 bullish | 2026-09-18 | |
| APO | 1 | 1 bullish | 2026-09-18 | |
| ETN | 1 | 1 bullish | 2026-10-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Apple services revenue growth is decelerating sequentially (16% → 12% → guide for 10%), memory cost management remains a headwind, and holiday quarter guidance—not the current print—is the real test for the stock
“the concern for me is decelerating margins, decelerating services business”
CNBC uncut 2026-11-02 15:58 ET (5 min)
AWS grew 39% YoY (double last year's pace) with record 13.9% margins, Graviton/Trainium chips at 20x prior-year levels, backlog up $497B→$578B, and Jassy issued rare two-year 40%+ growth guidance — the fundamentals justify leaning in on the dip
“I would be tempted to lean in here right because I do think there's upside potential”
CNBC uncut 2026-10-30 12:02 ET (5 min)
Regardless of near-term AI overspend concerns, the necessary grid and power infrastructure buildout to support AI demand growth means continued investment and upside in power names like Eaton
“there's still a lot to be done from a power perspective, there's still a lot to be done from a grid perspective”
CNBC uncut 2026-10-30 12:37 ET (5 min)
Regional banks are showing improving guidance and represent the real economy improving in ways that extend beyond AI, making them a unique market positive
“what's going on with regionals? I think that's a positive single signal”
CNBC uncut 2026-10-29 15:18 ET (5 min)
Google Cloud is on track for another strong quarter after 82% YoY growth last quarter and management will reiterate CapEx guidance while the company is now free cash flow positive
“I think Google Cloud will also be very strong”
CNBC uncut 2026-10-23 12:13 ET (5 min)
Said again: 2026-10-23 (CNBC (uncut))
Microsoft has 30 million paid Copilot users, Azure is growing 40-45%, and the company turned free cash flow positive last quarter, making it one of the strongest AI monetization stories into earnings
“30 million paid co-pilot users. Azure's business will be up 40 to 45%”
CNBC uncut 2026-10-23 12:13 ET (5 min)
Pro forma Muse monetization does not currently cover the cost of capital, and expense growth running faster than sales growth is a structural concern that makes him prefer Alphabet instead
“I'm not comfortable with the spend at a company like Meta because anytime I do a pro forma on what Muse might monetize to, it doesn't cover the cost of capital”
CNBC uncut 2026-10-23 12:18 ET (5 min)
Arista Networks continues to benefit from extremely robust data center networking demand, making it a high-conviction play on AI infrastructure spending
“Arista Networks data center networking is still extremely robust”
Trading CNBC's Halftime Picks After the Fed Rate Hike (Ichimoku Analysis)
Apollo's insurance business and broader diversification make it more resilient than typical alternative asset managers to a tightening realizations environment as rates rise
“I really like their insurance business, so I'm still going to hold these names”
Trading CNBC's Halftime Picks After the Fed Rate Hike (Ichimoku Analysis)
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
Said again: 2026-09-18 (CNBC Halftime Final Trades)
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
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
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
Said again: 2026-09-18 (CNBC Halftime Final Trades), 2026-10-20 (CNBC (uncut))
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”
90d +49.8%
CNBC halftime report 27th July 207 featuring Nvidia Apple Micron
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 +0.4% · 180d +11.3%
Final Trades: Baker Hughes, Honda Motor, Wells Fargo and the KRE
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