Investors / stance tracking
What Steve Tusa is saying
FollowFollowingUnfollowSenior Equity Research Analyst, J.P. Morgan
3 dated public stances tracked since 2026-10-19, most recently 2026-10-19. 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 Steve Tusa'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. Steve Tusa is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-19
last heard
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
AI data center capex demand is very strong with very short supply, and 2028 capex from hyperscalers will come in materially above current Street estimates; after a 40%+ drawdown from highs the risk/reward is now highly asymmetric (downside 175, upside north…
“we're very comfortable buying this weakness, despite what may happen day to day”
Closing Bell: Overtime — 2026-10-19 (CNBC, full episode, ads cut)
Johnson Controls is a Wells Fargo top pick whose AI data center capex exposure looks far more attractive following the recent market-wide industrial selloff
Closing Bell: Overtime — 2026-10-19 (CNBC, full episode, ads cut)
3M's organic growth acceleration is hard to see given weak end markets in automotive, consumer electronics, and housing, and the stock offers an inferior risk/reward versus beaten-down AI-capex industrials
“I really struggle to see an upside case on that organic”
Closing Bell: Overtime — 2026-10-19 (CNBC, full episode, ads cut)
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