The stances below are c8alpha's editorial distillation of Ray Wang'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. Ray Wang 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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
2026-10-29
GOOGL
bullish
Fox Business (uncut) · uncut_tv
After a 12% single-day sell-off, Google's 103% cloud growth justifies ongoing CapEx and the stock is now priced at a level where fundamentals — chips, cloud, agents, AI backend — make it a compelling dip buy
“It's a great time to buy...this is truly buying the dip because the fundamentals are ultimately there at Google”
Fox Business uncut 2026-10-29 10:06 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
2026-10-29
MSFT
bullish
Fox Business (uncut) · uncut_tv
Azure's ~48% YoY growth matches its CapEx outlay, enterprise agent adoption is accelerating, and 24 new data centers across five continents address capacity constraints, making Microsoft a durable growth machine with price targets above $600
“what they've got is a growth machine, the enterprise market”
Fox Business uncut 2026-10-29 10:06 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
2026-07-07
SSNLF
bullish
Bloomberg Television · video
Samsung's sell-off is profit-taking on record earnings, not fundamental deterioration — 18–24 month HBM/DRAM backlog and 19x profit surge make the dip a re-entry opportunity
“the market has spoken, but it is a good time to jump back in”
Why Samsung’s Record Profit Failed to Impress Investors
2026-07-07
HIGH BANDWIDTH MEMORY / AI MEMORY
bullish
Bloomberg Television · video
AI workloads cannot function without HBM and DRAM, creating structural demand that sustains multi-quarter backlogs regardless of near-term sentiment swings
“You cannot do AI without memory... you can't possibly miss this”
Why Samsung’s Record Profit Failed to Impress Investors
2026-07-07
KS
bullish
Bloomberg Television · video
Sell-on-news decline after a 19x quarterly profit surge creates a re-entry opportunity as the 18-24 month AI-driven memory backlog remains intact and structural demand is real despite cyclical fears
“the market has spoken, but it is a good time to jump back in”
Samsung Results Spur Stock Rotation to Less-Loved Sectors | Insight with Haslinda Amin 07/07/2026
2026-07-07
ENERGY
bullish
Bloomberg Television · video
Energy companies and nuclear are second-derivative AI infrastructure plays as sovereign and hyperscaler data center buildout drives unprecedented power demand with no near-term efficiency breakthrough in sight
“I'm looking at energy companies like Ollo, I'm looking at nuclear”
90d +16.8%
Samsung Results Spur Stock Rotation to Less-Loved Sectors | Insight with Haslinda Amin 07/07/2026
2026-07-07
PHOTONICS
bullish
Bloomberg Television · video
Photonics is a critical and underappreciated AI infrastructure enabler needed to move data at the speeds AI systems require
“I'm looking at photonics because that's important to get the AI pieces in play”
Samsung Results Spur Stock Rotation to Less-Loved Sectors | Insight with Haslinda Amin 07/07/2026
2026-07-07
ROBOTICS / PHYSICAL AI
bullish
Bloomberg Television · video
AI applications are expanding from software into the physical and robotic world, and that space is beginning to heat up as the infrastructure layer matures
“thinking about what's happening in the physical way and the robotic side because that space is starting to heat up”
Samsung Results Spur Stock Rotation to Less-Loved Sectors | Insight with Haslinda Amin 07/07/2026
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