Investors / stance tracking
What Jay Woods is saying
FollowFollowingUnfollowChief global strategist, Freedom Capital Markets
5 dated public stances tracked since 2026-09-21, most recently 2026-10-22. 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 Jay Woods'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. Jay Woods 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
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CAT | 1 | 1 bullish | 2026-10-22 | |
| CRWV | 1 | 1 bearish | 2026-10-22 | |
| MU | 1 | 1 bullish | 2026-09-21 | |
| SMH | 1 | 1 bearish | 2026-10-22 | |
| TECHNOLOGY STOCKS | 1 | 1 bullish | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Semiconductors are not yet seriously oversold or at their 200-day moving average, so deteriorating technicals could produce a further washout despite strong fundamentals.
“I think we're on the verge of a washout in this tech trade.”
CNBC uncut 2026-10-22 14:52 ET (5 min)
2026-10-22
TECHNOLOGY STOCKS
bullish
CNBC (uncut) · uncut_tv
The technology selloff creates staggered buying opportunities because election-related resistance to the AI buildout should fade and capital should rotate back into tech.
“I think we're going to rotate back into tech right before or right after the election is final.”
CNBC uncut 2026-10-22 14:57 ET (5 min)
CoreWeave's bond and debt issuance creates substantial uncertainty, making the stock too risky to buy amid the selloff.
“CoreWeave is one I wouldn't venture to touch.”
CNBC uncut 2026-10-22 14:57 ET (5 min)
Caterpillar's technical breakdown offers a gradual buying opportunity because its fundamentals and earnings outlook remain intact.
“Caterpillar, I've already limped into that trade.”
CNBC uncut 2026-10-22 14:57 ET (5 min)
Micron's upcoming earnings report is a near-term catalyst and the stock has another 10% to go as semiconductors and software are rallying in tandem to drive the broader market higher
“Micron is a stock one of the top ten in the world that has another 10% to go”
Market has 'all the ingredients for a face ripper', says Fundstrat's Tom Lee
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