What Liz Thomas (SoFi) is saying
Head of Investment Strategy, SoFi
3 dated public stances tracked since 2026-01-20, most recently 2026-07-08. 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 Liz Thomas (SoFi)'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. Liz Thomas (SoFi) 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.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-07-08
REAL ESTATE / REITS
bullish
CNBC Halftime Final Trades · video
Real estate valuations have bottomed and the pricing-out of further rate hikes for the rest of the year provides a multiple-expansion tailwind for the sector
“valuations have bottomed and rate hikes get priced out for the rest of the year. That's a tailwind”
Software and cloud computing names have strong growth scenarios, says ETF Action's Mike Akins
2026-04-01
Big Tech
bullish
CNBC Halftime Final Trades · video
Significant multiple compression since October highs has created a dislocation with still-rising earnings, which should close via higher prices
“there's been a lot of multiple compression since October highs, but earnings continue to go up”
90d +26.2%
Final Trades: FTAI Aviation, Ethan Allen, Teradyne and the QQQ
2026-01-20
IGV
bullish
CNBC Halftime Final Trades · video
The recent selloff in software is overdone relative to fundamentals, creating an opportunity for the sector to recover in 2026
“I think this selloff is undo and software has a chance this year.”
90d -10.0% · 180d -3.1%
Final Trades: Toast, Southern Company, the IGV and the TBT
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