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What Steve Weiss (Short Hills) is saying

Founder, Short Hills Capital Partners

25 dated public stances tracked since 2019-08-07, most recently 2026-07-27. 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 Steve Weiss (Short Hills)'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. Steve Weiss (Short Hills) is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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25
tracked stances
19
themes
0
side flips
2026-07-27
last heard
Returns  90d +0.9% (n=23) · 180d +5.1% (n=22) · 1y +17.7% (n=9)

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

ThemeStancesLeanMixLast
META33 bullish2026-07-27
GOOGL22 bullish2026-07-27
IBIT22 bullish2025-10-24
LDOS22 bullish2025-11-21
UNH22 bullish2026-01-12
ADC11 bullish2019-08-07

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-07-27 GOOGL owns CNBC Halftime Final Trades · video
Google is extremely cheap at current levels and its sustained cloud growth (~80% YoY) justifies continued heavy capex spend to capitalize on AI, where it is one of very few companies with genuine competitive positioning
“I added to Google on Friday because I think that it's extremely cheap”
CNBC halftime report 27th July 207 featuring Nvidia Apple Micron
2026-07-27 META bullish CNBC Halftime Final Trades · video
Meta's increased AI capex is already well-known and priced in, while core business fundamentals remain strong, making the current pullback an opportunity
“the increased spending is pretty well known and I believe they're going to show pretty good fundamentals”
CNBC halftime report 27th July 207 featuring Nvidia Apple Micron
2026-07-10 META bullish CNBC Television · video
Zuckerberg's visionary leadership gives Meta a structural edge over manager-led Mag 7 peers in AI monetization, and the path is now clear — selling spare compute at a premium to meet massive cloud demand.
“that visionary in my view is going to be ahead of the others as they innovate with AI”
The state of the tech trade as SK Hynix opens for trading
2026-04-01 FTAI bullish CNBC Halftime Final Trades · video
FTAI Aviation is meaningfully off its highs and stands to be a prime beneficiary if its momentum continues
“meaningfully off its highs, and if you believe the momentum continues, this will be a prime beneficiary”
90d +8.5%
Final Trades: FTAI Aviation, Ethan Allen, Teradyne and the QQQ
2026-02-09 META bullish CNBC Halftime Committee · video
Meta stands out as genuinely cheap relative to other high-multiple AI-narrative names where valuations are difficult to justify
“I think that Meta is a great value”
90d -11.5% · 180d -12.0%
Halftime Investment Committee debates how far the equity rally can run
2026-02-09 TSM bullish CNBC Halftime Committee · video
Taiwan Semi warrants a premium multiple above historical norms because AI infrastructure spend creates a new valuation paradigm for companies central to that supply chain
“I can justify Taiwan Semi, even though it's far above what the multiples have been”
90d +14.1% · 180d +18.2%
Halftime Investment Committee debates how far the equity rally can run
2026-02-09 AMZN owns CNBC Halftime Committee · video
Fears of AI-driven disruption to Amazon's business are overblown, similar to premature Alphabet-is-dead narratives last year, and the damage thesis may not materialize at all
“I'm not even sure there's going to be damage to Amazon. And apologies, Kevin, but I added to the position this morning”
90d +28.9% · 180d +33.2%
Halftime Investment Committee debates how far the equity rally can run
2026-01-21 BABA bullish CNBC Halftime Final Trades · video
Momentum has returned to Alibaba and management is expected to execute well
“I think the momentum's returned to and that they'll execute well.”
90d -19.7% · 180d -28.0%
Final Trades: IBM, Alibaba, Nu Holdings and the IYH
2026-01-12 GOLD bullish CNBC Halftime Committee · video
Bitcoin's store-of-value and inflation-hedge narrative has been disproven, redirecting those flows into gold as the credible safe-haven alternative and driving a continued price move toward 5,000
“people that were hanging on to the dream of Bitcoin...have seen the lie put to that narrative”
90d +3.1% · 180d -13.0%
The Investment Committee's Reaction to the DOJ investigation into Fed Chair Jerome Powell
2026-01-12 UNH bullish CNBC Halftime Final Trades · video
Senate aggressive-charging news is old news already known by the market, making the current dip a buying opportunity
“It's old news and I think it's an opportunity to buy it”
90d -7.4% · 180d +27.7%
Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba
2026-01-12 BITCOIN bearish CNBC Halftime Committee · video
Bitcoin's narrative as an inflation hedge and store of value has been empirically disproven, causing holders to rotate into gold and leaving Bitcoin without its core investment thesis
“the dream of Bitcoin...being inflation hedges or stores of value have seen the lie put to that narrative”
90d +22.4% · 180d +30.1%
The Investment Committee's Reaction to the DOJ investigation into Fed Chair Jerome Powell
2026-01-05 MSFT neutral CNBC Halftime Committee · video
AI-displacing-software narrative creates a persistent overhang with no catalyst for finality, making Microsoft a potential slow-growth utility that retains a market premium but cannot outperform despite cloud strength
“been dead money since July; is this just going to be a utility”
CNBC's 'Halftime Report' Investment Committee detail their 2026 market outlook
2025-12-31 Big Tech bullish CNBC Halftime Committee · video
Profitable mega-cap public-market AI names have defensible business models, are the biggest structural beneficiaries of AI, and their valuations are not excessive relative to earnings power — pullback in late 2025 is a re-entry opportunity
“the ones that make money and primarily the public market ones are in pretty decent shape”
90d -5.9% · 180d +18.1%
'Halftime Report' Investment Committee talks positioning your portfolio for 2026
2025-11-21 LDOS bullish CNBC Halftime Final Trades · video
Leidos is in a sweet spot as the Department of Defense looks to capitalize on defense technology spending
“they are in a sweet spot that the Department of War is looking to capitalize”
90d -5.3% · 180d -33.0%
Final Trades: Vistra, Leidos Holdings, Walmart and Zoom Communications
2025-11-17 UNH bullish CNBC Halftime Final Trades · video
Defensiveness amid continued market volatility makes UnitedHealth a safe harbor
“I'm not really positive in the market right here. I think volatility continues and there's safety there.”
90d -9.2% · 180d +23.8%
Final Trades: UnitedHealth, Thermo Fisher, Monster Beverage and the IYH
2025-10-24 IBIT bullish CNBC Fast Money Final Trade · video
Release of a prominent crypto figure from prison will catalyze renewed bitcoin enthusiasm and lift the ETF from its current level around $110
“They just broke the star player out of jail, literally. And I think it's going to help get it up.”
90d -19.4% · 180d -28.8%
Final Trades: Amazon, Alphabet, CRH and the IBIT
2025-09-29 IBIT bullish CNBC Halftime Final Trades · video
Post-runup pullback in Bitcoin is not surprising but the asset will reassert its upward trend, held via iShares Bitcoin Trust
“I'm not surprised by it declining after the big runup. I think it'll reassert that.”
90d -24.0% · 180d -42.0%
Final Trades: Leidos Holdings, Charles Schwab, Morgan Stanley and the ETHA
2025-09-29 LDOS bullish CNBC Halftime Final Trades · video
Leidos offers a strong cyber and national security product at a time when Chinese government cyber spending dwarfs US spending, driving sustained demand and multiple expansion for defense contractors
“defense companies continue to see increased valuations”
90d +0.2% · 180d -16.5%
Final Trades: Leidos Holdings, Charles Schwab, Morgan Stanley and the ETHA
2025-03-11 China Equities bullish Bloomberg Surveillance · video
China is undertaking fiscal expansion, giving any country more exposed to China than the US an escape from US policy pain; after a decade out of favor the market looks safer than the US at current levels
“there's something to say about investing in China right now”
90d +1.8% · 180d +9.9% · 1y +2.6%
After the Selloff | Bloomberg Surveillance | March 11, 2025
2025-03-11 USTS bullish Bloomberg Surveillance · video
Policy uncertainty and economic weakness are pushing yields down, and the Trump administration is not opposed to lower rates — they serve as an offset to equity declines and enable mortgage refinancing to support the consumer
“I do think yields are going down and I don't think the administration minds that”
90d -0.1% · 180d +4.5% · 1y +5.3%
After the Selloff | Bloomberg Surveillance | March 11, 2025
2024-12-19 QXO bullish CNBC Halftime Final Trades · video
QXO (Brad Jacobs' vehicle) is making acquisitions that will drive significant value creation
“we didn't make it yesterday because it was only up 60 cents”
90d -19.0% · 180d +25.0% · 1y +35.2%
Final Trades: Cheniere Energy, QXO, First Trust NASDAQ Cybersecurity and Shake Shack
2024-03-01 GOOGL bullish CNBC Halftime Final Trades · video
Google is extremely cheap on a valuation basis relative to its quality
“Google to me it's extremely cheap”
90d +25.5% · 180d +18.9% · 1y +22.2%
Final Trades: Citigroup, Google and COWZ
2023-09-08 UBER bullish CNBC Fast Money Final Trade · video
Uber has evolved into a free cash flow story and is returning capital through buybacks, a transformation few anticipated
“They're going to buy back more stock. Who would have thought it would be a free cash flow stor[y]”
90d +29.1% · 180d +66.5% · 1y +47.8%
Final Trades: Uber, Hess & more
2022-11-23 HON bullish CNBC Halftime Committee · video
Honeywell is positioned in the right place for the automation of manufacturing with a strong CEO, making it a hold despite a stretched valuation
“I like the fact they're focused on automating manufacturing going forward and I think they've got a phenomenal CEO”
90d -10.1% · 180d -9.1% · 1y -9.7%
How to play Deere and industrials, with the ‘Halftime Report’ investment committee
2019-08-07 ADC bullish Delivering Alpha · video
Agree Realty is a defensive REIT with stable tenants including CBS, offering downside protection in a volatile market
“which is defensive and guess what one of the biggest tenants is CBS”
90d +10.3% · 180d +11.7% · 1y +2.3%
CNBC's Delivering Alpha returns this September

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