Karen Finerman

So the highest I've ever seen it is during the pandemic, during the really, really dark, dark days of the pandemic, as high as about 80 intraday, maybe. So... Now the VIX has gone from mid-teens to as high as 56. I guess it was Tuesday morning. Was that when the bottom was sort of the... I can't even remember all the days. So it hit somewhere in the mid-50s. And I like when the VIX is super high.

I like when things start trading down integers at a time because that just tells me someone just wants to get out regardless of price. And if I own that, that's not fun. But if I can buy more at a price where I'm buying from someone who says, I don't care what price I'm selling it. I just need to get out. That's ultimately been a good thing to do in the past. Historically been a good thing to do.

I like when things start trading down integers at a time because that just tells me someone just wants to get out regardless of price. And if I own that, that's not fun. But if I can buy more at a price where I'm buying from someone who says, I don't care what price I'm selling it. I just need to get out. That's ultimately been a good thing to do in the past. Historically been a good thing to do.

I like when things start trading down integers at a time because that just tells me someone just wants to get out regardless of price. And if I own that, that's not fun. But if I can buy more at a price where I'm buying from someone who says, I don't care what price I'm selling it. I just need to get out. That's ultimately been a good thing to do in the past. Historically been a good thing to do.

Exactly. You know, we shop. We love to get things on sale. We do not want our stocks on sale. That feels bad.

Exactly. You know, we shop. We love to get things on sale. We do not want our stocks on sale. That feels bad.

Exactly. You know, we shop. We love to get things on sale. We do not want our stocks on sale. That feels bad.

So, well, you know, I have a lot of meta, very big position. So that, you know, that that's been a, a very difficult one. I have Netflix as well, sort of hanging in the best. Amazon, which I have, I like a lot. I like how they're positioned, particularly in tough times like this. But the stock's down, I don't know where it is today, 172 or 173, I don't know the moment, but it's down considerably.

So, well, you know, I have a lot of meta, very big position. So that, you know, that that's been a, a very difficult one. I have Netflix as well, sort of hanging in the best. Amazon, which I have, I like a lot. I like how they're positioned, particularly in tough times like this. But the stock's down, I don't know where it is today, 172 or 173, I don't know the moment, but it's down considerably.

So, well, you know, I have a lot of meta, very big position. So that, you know, that that's been a, a very difficult one. I have Netflix as well, sort of hanging in the best. Amazon, which I have, I like a lot. I like how they're positioned, particularly in tough times like this. But the stock's down, I don't know where it is today, 172 or 173, I don't know the moment, but it's down considerably.

And I still believe in the AI story. I still believe in AWS. And then they have this remarkable retailing business, gigantic retailing business. So that hasn't been fun. The banks, JP Morgan, my biggest bank position, went to 280, probably shouldn't have been at 280, and then went down to about 210. So that's a fair amount of pain. Citigroup.

And I still believe in the AI story. I still believe in AWS. And then they have this remarkable retailing business, gigantic retailing business. So that hasn't been fun. The banks, JP Morgan, my biggest bank position, went to 280, probably shouldn't have been at 280, and then went down to about 210. So that's a fair amount of pain. Citigroup.

And I still believe in the AI story. I still believe in AWS. And then they have this remarkable retailing business, gigantic retailing business. So that hasn't been fun. The banks, JP Morgan, my biggest bank position, went to 280, probably shouldn't have been at 280, and then went down to about 210. So that's a fair amount of pain. Citigroup.

I could go, I don't know how long this podcast is, but I could go on and on for a while of things that haven't worked.

I could go, I don't know how long this podcast is, but I could go on and on for a while of things that haven't worked.

I could go, I don't know how long this podcast is, but I could go on and on for a while of things that haven't worked.

Right.

Right.

Right.

Well, Dell certainly is most in the crosshairs of all of them. The tariff wars, you know, it was somewhat of a reprieve. I don't know that it's a permanent reprieve of China. We'll see. But the combination of the concern about AI and data center growth, that's obviously right in Dell's wheelhouse. And then