Investors / stance tracking
What Michael Landsberg is saying
FollowFollowingUnfollowCIO, Landsberg Bennett Private Wealth Management
8 dated public stances tracked since 2026-10-27, most recently 2026-11-03. 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 Michael Landsberg'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. Michael Landsberg is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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8
tracked stances
8
themes
0
side flips
2026-11-03
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AAPL | 1 | 1 bullish | 2026-10-27 | |
| ASND | 1 | 1 bullish | 2026-10-27 | |
| DGX | 1 | 1 bullish | 2026-10-27 | |
| KDP | 1 | 1 bullish | 2026-10-27 | |
| NVDA | 1 | 1 bullish | 2026-10-27 | |
| OIL | 1 | 1 bullish | 2026-11-03 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Global oil demand persistently running above supply, compounded by war-driven energy price support, will keep inflation elevated and warrants portfolio inflation allocation
“oil is going to stay pretty high... investors need to have an allocation to inflation”
CNBC uncut 2026-11-03 06:15 ET (5 min)
Quest Diagnostics offers lower-beta diversification for investors overexposed to volatile technology and AI stocks.
“I might want to look for some lower beta names.”
CNBC uncut 2026-10-27 14:25 ET (5 min)
Keurig Dr Pepper offers lower-beta diversification for investors overexposed to volatile technology and AI stocks.
“I think there's opportunity.”
CNBC uncut 2026-10-27 14:25 ET (5 min)
2026-10-27
ASND
bullish
CNBC (uncut) · uncut_tv
Ascendis Pharma could expand revenue roughly tenfold over five years through three marketed drugs serving underaddressed rare diseases, while also offering takeover potential.
“Over the next five years, it has a 10x potential in revenue.”
CNBC uncut 2026-10-27 14:25 ET (5 min)
Nvidia remains an essential supplier of the chips powering AI, although investors with excessive exposure should trim for concentration and drawdown risk.
“NVIDIA is the engine that makes everything.”
CNBC uncut 2026-10-27 14:25 ET (5 min)
Said again: 2026-11-03 (CNBC (uncut))
Apple should continue performing well because its investment case rests on durable consumer products rather than solely on AI enthusiasm.
“We kind of looked at it as a consumer product story. We think that continues to do well.”
CNBC uncut 2026-10-27 14:25 ET (5 min)
Taiwan Semiconductor is attractive because it retains a leading position in chip manufacturing while comparable US manufacturing capacity remains limited.
“We don't do more manufacturing of chips in the United States, and they have a leading space there.”
CNBC uncut 2026-10-27 14:25 ET (5 min)
Tesla's valuation multiple is too difficult to justify even though its cars are appealing.
“Cool car, the stock multiple is kinda crazy.”
CNBC uncut 2026-10-27 14:25 ET (5 min)
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