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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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Money Rehab with Nicole Lapin · Hightower's Chief Investment Strategist on the Case to Buy SpaceX, the AI "Food Chain," and Whether It's Too Late to Buy NVIDIA · 6 Jul 2026 podcast

But for the long term, for like a decade or two.

And then I find stocks and try to find stocks on those themes.

Like you find a thesis.

Yeah.

So I'll give you one.

Okay.

Let's, let's go cybersecurity.

Okay.

Because we just talked about AI and the food chain.

You absolutely positively want to have exposure to the AI food chain.

And we'll get to that in more detail on that's because that's a big theme too.

But cybersecurity is going to be bigger than AI because of AI.

AI is not secure.

When you have companies that are using 50% of AI agents doing your coding, that by very definition is not secure.

And so you have 4,000 companies, cybersecurity companies in the world, public and private,

I think you're going to see massive consolidation because the big five are going to get bigger because they don't offer a one-stop shop for their customers.

So let me give you an example because I'll tell you from Hightower.

I talked to my chief technology officer.

He budgets all this stuff for his technology needs for the year.

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