The stances below are c8alpha's editorial distillation of Rob Luna'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. Rob Luna 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.
2026-10-23
BL
bullish
Fox Business (uncut) · uncut_tv
Blackline automates financial accounting via AI at a time of corporate cost-cutting, and a prior SAP takeover bid at ~$60 implies roughly 100% upside to the offer price management already rejected
“SAP actually made a takeover bid to this company that they rejected up around the $60 share mark”
Fox Business uncut 2026-10-23 14:22 ET (5 min)
2026-10-23
SPACEX
bullish
Fox Business (uncut) · uncut_tv
SpaceX has retreated back near its IPO price after spiking to 220, while Elon Musk is clearly executing and the average investor underestimates the 2-3 year growth trajectory
“I think this is the stock most people should have”
Fox Business uncut 2026-10-23 14:17 ET (5 min)
Said again: 2026-10-23 (Fox Business (uncut))
2026-10-23
META
bullish
Fox Business (uncut) · uncut_tv
Heavy AI spend criticism is misplaced because Meta's proprietary data advantage makes AI spend directly monetizable through advertiser targeting
“the data that they're getting, the ability to monetize that, that's where advertisers are going”
Fox Business uncut 2026-10-23 14:22 ET (5 min)
2026-10-23
FROG
bullish
Fox Business (uncut) · uncut_tv
JFrog dominates the emerging space of securing and deploying enterprise AI models from providers like Anthropic and OpenAI into corporate environments
“what Frog does is allows them to put those things together, secure them, and deploy them”
Fox Business uncut 2026-10-23 14:22 ET (5 min)
2026-08-13
ZETA
bullish
Fox Making Money · video
Zeta Global turns AI-generated data into cost-efficient, revenue-driving marketing for enterprises, creating direct ROI that drives adoption and stock momentum
“companies are making money by implementing Zeta into their stack”
Fox Business: The AI Stock Picks Fueling the "Flatter Companies" Era
2026-08-13
SNOW
bullish
Fox Making Money · video
Snowflake is the premier platform for AI-era data management and will be a structural multi-year winner, likely doubling the S&P 500 over 3-5 years
“the number one stock I'll be buying in the entire market right now”
Fox Business: The AI Stock Picks Fueling the "Flatter Companies" Era
Said again: 2026-10-23 (Fox Business (uncut))
2026-08-13
BRZE
bullish
Fox Making Money · video
Braze executes the same AI-driven customer engagement thesis as Zeta but is earlier in its adoption curve, offering potentially greater near-term upside as the category gains traction
“I was trying to look for another player that I think could have even more upside than Zeta”
Fox Business: The AI Stock Picks Fueling the "Flatter Companies" Era
2026-08-13
GTLB
owns
Fox Making Money · video
GitLab enables companies to test, deploy, and build software with materially fewer engineers, directly enabling the 'flatter companies' thesis of higher margins with reduced headcount
“I actually just pulled disclosure, took a position today on it”
Fox Business: The AI Stock Picks Fueling the "Flatter Companies" Era
2022-02-11
long NVDA / long ABNB
basket
Fox Making Money · video
High-quality names like Airbnb and Nvidia have been beaten down 40-50% offering better risk/reward than speculative beaten-down names, and are the preferred destination for capital in the current selloff
“high quality that's also down 40 and 50 percent names like airbnb nvidia”
90d -31.4% · 180d -26.6% · 1y -19.5%
Scott Martin - Fox Business - Making Money With Charles Payne - 2.11.22
2022-02-11
ONLINE SPORTS BETTING / DRAFTKINGS SECTOR
bearish
Fox Making Money · video
With COVID winding down and traditional gaming venues like Wynn booming, the speculative sports-betting cohort is unnecessary when better-quality names are available at similar or deeper discounts
“i'd stay away from you know particularly from this sector right now”
Scott Martin - Fox Business - Making Money With Charles Payne - 2.11.22