Investors / stance tracking
What Mike Murphy is saying
FollowFollowingUnfollowFounder and Managing Partner, Rosecliff
6 dated public stances tracked since 2026-10-20, most recently 2026-10-29. 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 Mike Murphy'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. Mike Murphy is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
6
themes
0
side flips
2026-10-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AMD | 1 | 1 bullish | 2026-10-20 | |
| CRWV | 1 | 1 bullish | 2026-10-20 | |
| ENERGY | 1 | 1 bullish | 2026-10-29 | |
| Long Dur Treasuries | 1 | 1 bearish | 2026-10-22 | |
| SOFI | 1 | 1 bullish | 2026-10-27 | |
| TECHNOLOGY SECTOR | 1 | 1 bullish | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
AI data center buildout requires power for superintelligence infrastructure at a scale that makes nuclear a necessity rather than an alternative, with improving technology driving faster, cheaper, and more profitable plants
“having more energy isn't a want, it's a necessity”
Fox Business uncut 2026-10-29 13:17 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
SoFi has further upside because it continues to beat earnings and revenue expectations, add customers, raise guidance, and use technology to serve younger banking, lending, and trading clients.
“I've owned it for a long time, I'm gonna hold this stock.”
Fox Business uncut 2026-10-27 11:27 ET (5 min)
2026-10-22
TECHNOLOGY SECTOR
bullish
Fox Business (uncut) · uncut_tv
Technology remains the leading long-term growth sector, with further upside possible as its businesses become more asset-light and less capital-intensive.
“Long-term growth is in tech.”
Fox Business uncut 2026-10-22 12:52 ET (5 min)
2026-10-22
Long Dur Treasuries
bearish
Fox Business (uncut) · uncut_tv
Structural bond demand destruction — mortgage refinancing has stalled at 7.2–7.3% rates and buyers are walking away — will force yields on the 10- and 30-year substantially higher over the long term
“over the longer term, rates still go higher from here”
Fox Business uncut 2026-10-22 12:07 ET (5 min)
CoreWeave's $130B revenue backlog, projected growth to $30B revenue next year, and Nvidia's dual role as customer and investor make the current selloff a hold despite rising short interest and credit default swap concerns
“CoreWeave will bounce back and will go a lot higher”
Varney & Company — 2026-10-20 (Fox Business, full episode, ads cut)
AMD has pulled back over 100 points during the AI-stock correction but the AI infrastructure buildout remains intact, Nvidia leads but leaves room for second-place chipmakers, and AMD's sub-$1T market cap offers significant upside toward $1.5–2T
“there's a lot more upside, not just back to where the stock was trading a few weeks ago”
Varney & Company — 2026-10-20 (Fox Business, full episode, ads cut)
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