The stances below are c8alpha's editorial distillation of Tommy Stadlen'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. Tommy Stadlen 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.
2025-01-08
AI SECTOR EXPOSURE
bullish
Wealthion · video
AI is the next great platform shift with greater economic impact than the internet, and investors who sit it out will miss a generational wealth-creation cycle equivalent to the internet boom
“if you're sitting it out you are missing out on something bigger than the internet”
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
2025-01-08
ELECTRIC VEHICLES SECTOR
bullish
Wealthion · video
All major global automakers have irreversibly redirected manufacturing, talent, and capital toward full electrification by 2035, making a reversal structurally impossible regardless of near-term political headwinds
“we are going to have a fully electric automotive sector by 2035”
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
2025-01-08
ENERGY
bullish
Wealthion · video
Nuclear fits Trump's American-dynamism narrative and is the most credible solution to power exploding AI data-center demand, with regulatory streamlining incoming and Three Mile Island reopening signaling a broader Renaissance
“nuclear is going to be a clean technology that will really boom”
90d -12.5% · 180d -0.5% · 1y +9.3%
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
2025-01-08
SMALL MODULAR REACTORS (SMRS)
bullish
Wealthion · video
SMRs offer a scalable path to powering AI data centers where large-scale nuclear is impractical, and innovation in this space will accelerate alongside the broader nuclear Renaissance
“small scale modular nuclear reactors that will be launched”
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
2025-01-08
HYDROGEN (US)
bearish
Wealthion · video
US hydrogen carries a green premium that makes it uneconomic, and Trump administration subsidy cuts will specifically target premium-requiring technologies like hydrogen
“I'm very bearish on hydrogen in the US because there is a green premium attached”
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
2025-01-08
US OFFSHORE WIND
bearish
Wealthion · video
Offshore wind requires significant government subsidy and is politically exposed under Trump, who will prioritize onshore fossil fuel production over offshore renewable build-out
“offshore wind is going to have a tough time in the US”
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
2025-01-08
BATTERY STORAGE
bullish
Wealthion · video
Surging AI data-center demand and renewable grid integration create a structural tailwind for battery storage that is economically self-justifying without relying on green-premium subsidies
“things like battery storage will will boom”
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
2025-01-08
EV
bullish
Wealthion · video
Urban EV adoption is gated by charging access, and whoever scalably solves city-center charging in the US and Europe will capture a multi-billion-dollar market as electrification accelerates
“someone is going to make a ton of money figuring out in the US and Europe how do you scalably roll out these EV charging points”
The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom | Tommy Stadlen
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