CNBC reporter
Media
4 dated public stances tracked since 2023-04-17, most recently 2026-07-10. 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 Christina Partsinevelos'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. Christina Partsinevelos is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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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.
Scored calls
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.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2023-04-17 | ASML | bearish | -18.4% | +5.1% | -54.1% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| ASML | 1 | | 1 bearish | 2023-04-17 |
| HBM | 1 | | 1 bullish | 2026-07-10 |
| SK | 1 | | 1 bullish | 2026-07-10 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-07-10
long SK / short MU
pair
CNBC Television · video
SK Hynix trades at ~5-6x forward earnings vs Micron's ~7x despite holding 58% HBM share vs Micron's 21% and being Nvidia's closest memory partner, making a long SK Hynix / underweight Micron relative-value trade compelling as the access discount closes…
“SK Hynix is bigger, cheaper, and closer to Nvidia”
SK Hynix shares rise ahead of Nasdaq debut
2026-07-10
HBM
bullish
CNBC Television · video
SK Hynix's US ADR listing gives investors pure-play access to the dominant high-bandwidth memory supplier to Nvidia, with strong demonstrated demand and liquidity at launch
“when it comes to high-bandwidth memory and the connection with Nvidia, that's where SK Hynix dominates”
Market Midday: Stocks Rise, SK Hynix Jumps on U.S. Debut; Delta Profit Up • 7/10/26
2026-07-10
SK
bullish
CNBC Television · video
Nasdaq listing removes the US investor access discount on the world's dominant HBM supplier (58% share, Nvidia's primary memory partner), with Barclays estimating ~$14B in passive index-buying inflows over the next few months as shares enter major indices
“analysts see this listing as the catalyst that finally closes the gap”
SK Hynix shares rise ahead of Nasdaq debut
2023-04-17
ASML
bearish
CNBC Halftime Committee · video
ASML faces a near-term demand hit as its largest customer TSMC reportedly plans to cut orders by 40% or delay shipments, directly pressuring revenue for its multi-million dollar lithography machines
“TSMC plans to cut orders by 40 or possibly delay taking shipments in the near term”
90d -18.4% · 180d +5.1% · 1y -54.1%
The ‘Halftime Report’ investment committee assess the state of semis
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