Name: 'Fast Money' traders Julie Biel and Courtney Garcia share their 2026 stock acronyms
Uploaded: 2026-01-14T23:12:45+00:00
Duration: 196 s

Speakers

Julie Biel — Portfolio Manager, Kayne Anderson Rudnick

Courtney Garcia — Fast Money trader

Summary

CNBC's Fast Money segment unveiled two 2026 stock acronyms. Julie Biel presented DELULU, with picks Descartes, Enerpac, LeMaitre Vascular, ULS, LPL Financial, and Ulta, each tied to a specific thesis. Courtney Garcia, unable to appear, provided CHARTS: Caterpillar, Home Depot, AstraZeneca, Rio Tinto, Taiwan Semiconductor, and SLB, linked to AI power demand, home improvement, healthcare, electrification, chips, and energy. The segment also recapped prior acronym performance and joked about the format.

Julie Biel unveils 2026 acronym DELULU with six stock picks.
Descartes, Enerpac, LeMaitre Vascular, ULS, LPL Financial, and Ulta are her picks.
Courtney Garcia's CHARTS includes Caterpillar, Home Depot, AstraZeneca, Rio Tinto, Taiwan Semiconductor, and SLB.
Themes include shipping software, small-cap industrials, healthcare pricing power, equity-market/rate hedge, makeup demand, AI power demand, home improvement, global healthcare, electrification, chips, and energy.
Segment recaps prior acronym performance and discusses the acronym format.

Ideas

Julie Biel Portfolio Manager, Kayne Anderson Rudnick 0:46

Descartes: Bloomberg terminal for commercial shipping.

Julie Biel views Descartes as the Bloomberg terminal for any commercial shipping: it is where all the information and action happens, giving exposure to commercial shipping activity.

Julie Biel Portfolio Manager, Kayne Anderson Rudnick 0:54

Enerpac offers durable small-cap industrial exposure.

Enerpac provides nice small-cap industrial exposure and is a quality name that is pretty durable.

Julie Biel Portfolio Manager, Kayne Anderson Rudnick 1:00

LeMaitre has pricing power, regulatory insulation.

LeMaitre Vascular is a healthcare company that Biel thinks is well positioned, has lots of pricing power, and stays out of regulatory crosswinds, which she sees as important in healthcare.

Julie Biel Portfolio Manager, Kayne Anderson Rudnick 1:14

ULS: Moody's for electric bulbs.

ULS is like the Moody's for electric bulbs: they provide the standards that tell you exactly what things are rated at for safety and similar attributes.

Julie Biel Portfolio Manager, Kayne Anderson Rudnick 1:24

LPL offers equity exposure, rate hedge.

LPL Financial gives nice exposure to continuing equity markets and a little bit of an interest-rate hedge.

Julie Biel Portfolio Manager, Kayne Anderson Rudnick 1:32

Ulta poised for makeup demand uptick.

Ulta is well positioned for a good uptick in demand from more makeup and has the ability to get that front of store and market and merchandise it well, which Biel thinks positions it well for next year.

Courtney Garcia Fast Money trader 2:32

Caterpillar plays AI-driven power demand.

Courtney Garcia's CHARTS acronym uses Caterpillar to play AI-driven power demand.

Courtney Garcia Fast Money trader 2:33

Home Depot benefits from home improvement.

Courtney uses Home Depot to benefit from the home improvement market.

Courtney Garcia Fast Money trader 2:35

AstraZeneca offers global healthcare exposure.

Courtney uses AstraZeneca to get exposure to global health care.

Courtney Garcia Fast Money trader 2:38

Rio Tinto benefits from electrification, decarbonization.

Courtney uses Rio Tinto to take advantage of growing trends in electrification and decarbonization.

Courtney Garcia Fast Money trader 2:43

Taiwan Semiconductor gives chip exposure.

Courtney uses Taiwan Semi for chips exposure.

Courtney Garcia Fast Money trader 2:45

SLB trades global energy exposure.

Courtney uses SLB to trade global energy.

'Fast Money' traders Julie Biel and Courtney Garcia share their 2026 stock acronyms

Summary

Ideas

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