Investors / stance tracking
What Karen Finerman is saying
FollowFollowingUnfollowCEO, Metropolitan Capital Advisors
27 dated public stances tracked since 2024-01-19, 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 Karen Finerman'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. Karen Finerman is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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27
tracked stances
22
themes
1
side flips
2026-10-29
last heard
Returns 90d +1.6% 54% correct · 13 calls · 180d +18.7% 46% correct · 13 calls
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 |
|---|---|---|---|---|---|
| 2026-01-23 | MSFT | bullish | -10.6% | -15.9% | — |
| 2026-01-14 | C | bullish | +15.9% | +26.4% | — |
| 2026-01-13 | NVO | bullish | -34.7% | -15.3% | — |
| 2026-01-13 | GPCR | bullish | -30.4% | -33.7% | — |
| 2026-01-13 | DELL | bullish | +59.3% | +259.6% | — |
| 2026-01-13 | BANKS | bullish | +3.0% | +12.5% | — |
| 2026-01-13 | BA | bullish | -9.2% | -11.9% | — |
| 2026-01-12 | ANF | bullish | -9.2% | -10.9% | — |
| 2026-01-09 | SPX | bearish | +1.8% | -8.0% | — |
| 2026-01-05 | BANKS | bearish | +1.9% | -12.1% | — |
| 2025-12-31 | AMZN | bullish | -9.8% | +4.0% | — |
| 2025-10-21 | HAL | bullish | +27.8% | +47.0% | +37.4% |
| 2024-01-19 | SCHW | bullish | +14.8% | +0.8% | +28.8% |
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AMZN | 2 | 2 bullish | 2026-10-29 | |
| BA | 2 | 2 bullish | 2026-10-27 | |
| BANKS | 2 | 1 bullish / 1 bearish | 2026-01-13 | |
| C | 2 | 1 bullish / 1 neutral | 2026-01-14 | |
| DELL | 2 | 2 bullish | 2026-10-20 | |
| ANF | 1 | 1 bullish | 2026-01-12 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Amazon's post-earnings selloff is overdone — the business and story remain intact, and the stock's decline from ~280 to ~220 is a significant move on what were not terrible earnings.
“I think the business is still intact. I think the story is intact.”
CNBC uncut 2026-10-29 17:08 ET (5 min)
Eli Lilly's GLP-1 drugs face massive under-penetration (only 3-10% of eligible patients currently accessing obesity care) and management raised full-year revenue guidance while advancing a stronger pipeline through higher-dosage tiers that carry better…
“I am long Lily as well, which is nice”
CNBC uncut 2026-10-29 17:48 ET (5 min)
UPS is preferable to FedEx because delivery companies may be reaching the limit of their ability to pass diesel-fuel surcharges through to customers.
“I would be with him on UPS.”
CNBC uncut 2026-10-28 17:31 ET (5 min)
Boeing operates in a structural duopoly that protects the long-term business case, even as free cash flow milestones keep getting deferred
“it is a duopoly and I'm hanging on to it”
CNBC uncut 2026-10-27 17:21 ET (5 min)
CoreWeave's senior unsecured bonds have stabilized after peaking in spread, signaling credit stress has passed and the equity can continue recovering
“I think the stock could still go higher”
CNBC uncut 2026-10-27 17:11 ET (5 min)
Said again: 2026-10-27 (CNBC (uncut))
Alphabet has been meaningfully beaten down ahead of earnings, creating a favorable setup where strong results would serve as confirmation of the AI investment cycle
“I like the setup of particularly Alphabet going into earnings”
CNBC uncut 2026-10-27 17:11 ET (5 min)
Said again: 2026-10-27 (CNBC (uncut)), 2026-10-27 (CNBC (uncut))
CoreWeave's 2032 senior unsecured bonds have stopped falling and are recovering from peak stress levels, with credit broadly rallying as rate fears ease
“they've stopped going down, which is a good thing. I suspect they would continue to go higher”
CNBC uncut 2026-10-27 17:11 ET (5 min)
Electrification of payments secular story continues with no credit risk for Visa, evidenced by impressive chart and strong MasterCard read-through
“the story just continued, both of them just continues and continues”
CNBC uncut 2026-10-27 17:26 ET (5 min)
Howmet Aerospace sold off ~40% on fears SpaceX and GE would steal its business, but HWM has not lost a single dollar of business, making the selloff a mispricing
“they haven't lost a dollar in business the stocks down 40%”
CNBC uncut 2026-10-27 17:56 ET (5 min)
Super Micro Computer's strong AI-platform demand preannouncement is a favorable read-through for Dell following its recent pullback.
“It has to be good things for Dell.”
Fast Money — 2026-10-20 (CNBC, full episode, ads cut)
Healthcare is attractive after years of relative underperformance, while major holdings such as Eli Lilly retain strong obesity-drug exposure and Novo Nordisk trades at an unusually wide valuation discount.
“I like the space, I'm long the space. Lilly, just by its appreciation, my biggest position.”
Fast Money — 2026-10-20 (CNBC, full episode, ads cut)
Walmart's fundamentals are improving but at 40x+ earnings the valuation is expensive and higher rates compress all equity multiples, making the risk/reward unattractive for new buyers at current prices
“Even if things are really going well for them at 40 plus times, that's expensive”
CNBC uncut 2026-10-15 17:01 ET (30 min)
Alibaba is very much out of favor at current levels, making it a contrarian long with asymmetric upside if sentiment normalizes
“my final trade, Baba. Very much out of favor right now. I like it”
CNBC uncut 2026-10-15 17:31 ET (30 min)
Microsoft is the highest-quality way to own AI infrastructure with demonstrated real-world learnings and strong free cash flow backing the thesis
“highest quality way to own AI infrastructure with real learnings and free cash flow behind it”
90d -10.6% · 180d -15.9%
Final Trade: VST, EEK, MSFT, DRI
Citigroup has dropped over $10 in recent days and the selloff is overdone, creating a buying opportunity
“City Bank down over $10 in the last few days. I think it's overdone. I like it.”
90d +15.9% · 180d +26.4%
Final Trade: EL, RIG, XOM, C
Boeing is turning cash flow positive, making now the right time to re-enter a name that has already been beaten down
“Boeing again, I like it. Cash flow positive coming up.”
90d -9.2% · 180d -11.9%
'Fast Money' traders Karen Finerman and Tim Seymour unveil their 2026 trader acronyms
Novo Nordisk holds a first-mover lead in the oral GLP-1 space, giving it a durable competitive advantage in the highest-growth drug category
“I love that they're in front now. They're ahead in the oral GLP space.”
90d -34.7% · 180d -15.3%
'Fast Money' traders Karen Finerman and Tim Seymour unveil their 2026 trader acronyms
Dell dramatically underperformed in 2025 relative to expectations and Finerman expects management to deliver this year
“Dell really disappointing last year up mildly. Should have been up way more. I think they'll get it together this year.”
90d +59.3% · 180d +259.6%
'Fast Money' traders Karen Finerman and Tim Seymour unveil their 2026 trader acronyms
2026-01-13
GPCR
bullish
CNBC Fast Money Final Trade · video
Structure Therapeutics is a likely M&A target as the oral GLP-1 space turns into a land grab and larger players need pipeline assets
“I do think they are a takeover target. It is a land grab in the oral GLP1 space and they have some land.”
90d -30.4% · 180d -33.7%
'Fast Money' traders Karen Finerman and Tim Seymour unveil their 2026 trader acronyms
The market's reaction to recent news was overdone, making JPMorgan more attractive as a contrarian buy than the prior session
“I thought this really was overdone. So, I like JP Morgan here better than yesterday”
90d +3.0% · 180d +12.5%
Final Trade: MLCO, JPM, TMUS, FCX
Recent price decline in Abercrombie & Fitch has been excessive, making it a contrarian buy
“ANF. I think this is overdone.”
90d -9.2% · 180d -10.9%
Final Trade: OLLI, ANF, SNAP, DG
VIX is currently cheap making downside protection via SPY puts inexpensive, an attractive risk/reward to hedge against market decline
“I like to buy protection when it's cheap, which it seems cheap to me now with the VIX here”
90d +1.8% · 180d -8.0%
Final Trade: TRU, SLB, SPY, BA
Selling Citigroup upside calls into bank earnings because the sector has had a huge run and upside is capped near-term
“as we go into bank earnings, this huge bank run, I'm going to be selling some city upside calls”
Final Trade: BA, C, PG, NFLX
The setup going into JPMorgan earnings is unfavorable, so selling upside calls to monetize premium and express a cautious near-term view
“I don't love the setup going in. So, I'm going to sell some upside calls at JP Morgan.”
90d +1.9% · 180d -12.1%
Final Trade: NVO, JPM, COST, MPC
Amazon used to trade at a significantly higher multiple than Walmart and that premium has compressed, creating a valuation re-rating opportunity
“Remember when it used to trade a much higher multiple than Walmart? Well, that's changed. I think it should trade higher.”
90d -9.8% · 180d +4.0%
Final Trade: RIVN, AMZN, SNAP, DVN
Said again: 2026-01-13 (CNBC Fast Money Final Trade)
Institutional ownership by the FB block validates the position as a final trade idea
“if it's good enough for the FB block, then it's good enough for the final trade”
90d +27.8% · 180d +47.0% · 1y +37.4%
Final Trade: F, HAL, MA, GILD
Charles Schwab may have bottomed after an initial negative earnings reaction that improved as the call progressed, and the stock is not expensive on a forward basis
“they had that earnings announcement and people were really upset about it and as the day went on the call went on things got better”
90d +14.8% · 180d +0.8% · 1y +28.8%
Final Trade: XLE, SCHW, SAVE, MCD
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