Investors / stance tracking
What Ted Mortensen is saying
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4 dated public stances tracked since 2026-10-14, most recently 2026-10-14. 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 Ted Mortensen'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. Ted Mortensen 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
2026-10-14
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| GDDY | 1 | 1 bullish | 2026-10-14 | |
| GFS | 1 | 1 bullish | 2026-10-14 | |
| MU | 1 | 1 bullish | 2026-10-14 | |
| VRSN | 1 | 1 bullish | 2026-10-14 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
GlobalFoundries' optical acquisition is bearing fruit, the company just received a $675M government grant for optical and quantum manufacturing, and new agreements with Molithic Power and TSMC validate the strategic pivot
“they made an optical acquisition that is really bearing fruit. And the government just gave us six hundred and seventy five million dollars for optical and quantum manufacturing”
Fox Business uncut 2026-10-14 14:20 ET (30 min)
Micron is the cheapest stock in tech with the most upside: DRAM pricing is up triple digits, gross margins at 87%, management said they cannot meet demand through end of decade, and the balance sheet has transformed from worst-in-class to top-tier free cash…
“they can't meet demand through the end of the decade. DRAM is up triple digits. They're at gross margins of 87 percent.”
Fox Business uncut 2026-10-14 14:20 ET (30 min)
Verisign's DNS infrastructure and security expertise position it as an accidental but direct beneficiary of agent proliferation requiring domain-level security, yet it remains undercovered by sell-side analysts
“Verisign, which is not covered by the street… DNS security plays into the agent proliferation”
Fox Business uncut 2026-10-14 14:20 ET (30 min)
GoDaddy's domain and DNS infrastructure makes it an accidental play into agent-era security demand, which the market has not yet priced
“GoDaddy… they're going to be somewhat accidental plays into the security area on agents”
Fox Business uncut 2026-10-14 14:20 ET (30 min)
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