Stephanie Link
speaker
1,013 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Stephanie Link’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Some years, Mag7 are going to be leaders and some years they're not.
Again, you can't time that when it is.
All I can tell you is that right now, the Mag7, they're going through a massive, massive, massive spending cycle.
And that's going to lead to great growth in two, three, four, five years.
Is it going to give you great growth in the next two, three, four months?
Probably not.
It's not going to be bad.
But I just think that in the meantime, since the economy is doing so well, that's why these other sectors are doing well, because these other sectors are doing well because their earnings growth is going higher.
It could do the absolute opposite.
So leverage is like wanting momentum.
Momentum is just chasing something that keeps going higher and higher.
And if you're short, it's going lower and lower.
But momentum is wonderful on the way up.
Everybody feels like a genius, myself included.
However...
It rarely has anything to do with valuation.
And that's always very important because when things reverse, you have no support.
It's hard to really understand, okay, well, how far can these stocks go?
Because if it's not based on valuation and it's based on sentiment and everyone's chasing value,
well, my goodness, everybody could just go run for the hills if it goes the other way.
Showing 201–220 of 1,013 · page 11 of 51
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