Investors / stance tracking
What Phil Blancato is saying
FollowFollowingUnfollowChief market strategist, Osaic; CEO, Ladenburg Thalmann Asset Management
4 dated public stances tracked since 2026-10-20, most recently 2026-10-20. 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 Phil Blancato'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. Phil Blancato is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-10-20
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Ai Infra | 1 | 1 bullish | 2026-10-20 | |
| INTC | 1 | 1 bullish | 2026-10-20 | |
| NET | 1 | 1 bullish | 2026-10-20 | |
| VALUE STOCKS | 1 | 1 bullish | 2026-10-20 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Buying the dip on a recurring-revenue compounder — 76% of revenue recurs and 50% of network traffic is bot-to-bot, signaling deep AI infrastructure embeddedness
“76% of their revenue recurs. So if you get this cheap, they're always gonna get paid.”
Making Money With Charles Payne — 2026-10-20 (Fox Business, full episode, ads cut)
At-home desktop AI is the next computing wave where Intel has a structural advantage, supported by federal government financing and 150% earnings growth trajectory
“At home desktop AI. I think that's the next way.”
Making Money With Charles Payne — 2026-10-20 (Fox Business, full episode, ads cut)
2026-10-20
Ai Infra
bullish
Fox Business (uncut) · uncut_tv
Hyperscalers capture AI ROI directly while acting defensively in volatile markets, making them essential core holdings even at current valuations
“you need to own a piece of the hyperscalers...they act defensive with markets that are a little volatile”
Making Money With Charles Payne — 2026-10-20 (Fox Business, full episode, ads cut)
2026-10-20
VALUE STOCKS
bullish
Fox Business (uncut) · uncut_tv
AI-driven productivity gains are already lifting earnings for value companies and will continue to spill over, driving multiple expansion that the market has only partially priced
“the spillover into value stocks will work”
Making Money With Charles Payne — 2026-10-20 (Fox Business, full episode, ads cut)
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