What Kevin Mahn (Hennion & Walsh) is saying
President & CIO, Hennion & Walsh
7 dated public stances tracked since 2026-01-02, most recently 2026-07-09. 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 Kevin Mahn (Hennion & Walsh)'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. Kevin Mahn (Hennion & Walsh) 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.
2026-07-09
AEP
bullish
Yahoo Finance · video
Power demand is an irreplaceable AI enabler, AEP is already up 20%+ YTD yet still yields over 2.5%, offering growth plus income in an overlooked AI infrastructure vertical
Wall Street is looking beyond Nvidia
2026-07-09
MU
bullish
Yahoo Finance · video
Memory is a hard bottleneck for AI—no memory means the AI revolution stops—and Micron trades at just 6x forward earnings despite inability to keep up with demand
“the AI revolution comes to a screeching halt without memory and without power”
Wall Street is looking beyond Nvidia
2026-07-09
TSM
bullish
Yahoo Finance · video
Taiwan Semi is the world's largest dedicated chip foundry and has onshored Nvidia chip production to Phoenix, Arizona, positioning it as a direct beneficiary of continued AI capex
Wall Street is looking beyond Nvidia
2026-07-09
GOOGL
bullish
Yahoo Finance · video
Alphabet is the one Mag-7 name that has genuinely outperformed the S&P 500 YTD and earns its place as both a spender and a beneficiary within the AI ecosystem
Wall Street is looking beyond Nvidia
2026-07-09
VRT
bullish
Yahoo Finance · video
AI data center build-out requires massive cooling infrastructure and Vertiv is a direct equipment beneficiary of that spending cycle
Wall Street is looking beyond Nvidia
2026-07-09
long NVDA / long GOOGL / long TSM / long MU (+3 legs)
basket
Yahoo Finance · video
AI benefactors (foundry, memory, cooling, power) that RECEIVE the capex spending have outperformed the Mag-7 spenders by over 75pp in H1—equal-weighting them as 'air 7' captures the full AI infrastructure stack rather than concentrating in the hub
“focus more so on who's receiving the spending”
Wall Street is looking beyond Nvidia
2026-01-02
MELI
bullish
We Study Billionaires · video
Mercado Libre is the dominant e-commerce and fintech platform in Latin America with 27 consecutive quarters of 30%+ growth, benefiting from a multi-decade secular tailwind as LatAm e-commerce penetration sits at only 14-15% vs 24% in the US, protected by an…
“it's a pick that if you believe in it you need to hold it for probably four to five years and it could be a fantastic company over the next decade”
90d -13.1% · 180d -11.7%
Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
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