Investors / stance tracking
What Tyler Radke is saying
FollowFollowingUnfollowCo-head of software equity research, Citi
9 dated public stances tracked since 2026-09-29, most recently 2026-10-29. 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 Tyler Radke'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. Tyler Radke is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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9
tracked stances
8
themes
0
side flips
2026-10-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CRM | 1 | 1 neutral | 2026-10-21 | |
| CRWV | 1 | 1 bullish | 2026-10-21 | |
| MDB | 1 | 1 bullish | 2026-09-29 | |
| MSFT | 1 | 1 bullish | 2026-10-29 | |
| NOW | 1 | 1 bullish | 2026-10-29 | |
| ORCL | 1 | 1 bullish | 2026-09-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Azure beat estimates by four points despite third-party capacity delays and is guiding to 50%+ growth — the fastest in over five years — demonstrating increasing ROI on CapEx as revenue, earnings, Azure, and M365 all accelerated
“increasing ROI on this CapEx dollars as evidenced by their revenue earnings, Azure M365 growth accelerate”
CNBC uncut 2026-10-29 10:11 ET (5 min)
Said again: 2026-10-29 (CNBC (uncut))
ServiceNow's selloff reflects impatience with its AI platform investment cycle rather than a fundamental break, and the strategy of deeper customer enablement for AI adoption should pay off by next year
“I think you've got to wait until next year to really see that inflection”
CNBC uncut 2026-10-29 10:11 ET (5 min)
CoreWeave's contracted demand should become profitable as capacity ramps, while project-level financing backed by investment-grade customers should remain much cheaper than its unsecured-bond yields.
“You can see the stock north of $100, maybe $150.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
Salesforce's acquisition-heavy strategy introduces employee-departure and technology-integration risks, while software stocks generally perform best when organic growth accelerates.
“One of the reasons we've been more mixed on Salesforce is they're doing a lot of M&A.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
Snowflake is benefiting from cloud growth and effective AI integration that has materially accelerated revenue growth, making the pullback attractive.
“This slight pullback is a good buying opportunity.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
Shopify should benefit from consumer AI agents while continuing to gain share in an e-commerce market that itself is gaining economic share.
“This is a name that you can own over a multi-year period.”
Making Money With Charles Payne — 2026-10-21 (Fox Business, full episode, ads cut)
2026-09-29
long MSFT / long PLTR / long SNOW
basket
Fox Making Money (playlist) · video
Microsoft, Palantir, and Snowflake are the top AI software ideas because they have already demonstrated measurable ROI and actual revenue from AI — as enterprise focus shifts from adoption metrics to proven outcomes, proven monetizers win
“Microsoft, Palantir, Snowflake — we think those are some of the best ideas”
SOFTWARE STUMBLE: AI disruption fears hit stocks
Oracle is executing well on AI infrastructure buildout — standing up nearly a gigawatt of data center capacity per quarter — and is on track to grow earnings and revenue over 30%, with an investor day catalyst in late October
“they are executing very well — setting up almost a gigawatt of data center capacity a quarter”
SOFTWARE STUMBLE: AI disruption fears hit stocks
Said again: 2026-10-21 (Fox Business (uncut))
CEO departure to ServiceNow/Cloudflare is a concern but not a fundamental problem — business is accelerating and MongoDB is well-positioned in AI; the sell-off is a buying opportunity
“we do think that this is a good buying opportunity and the business is accelerating”
SOFTWARE STUMBLE: AI disruption fears hit stocks
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