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

And he has said to me, Stephanie, CTOs right now are spending on two things.

One is AI because we have no idea what that means for our business.

And two, cybersecurity because we can't afford to wake up and lose our business.

And he has 20 vendors.

This is Hightower.

We have 20 vendors because not every company offers everything.

But the problem is these 20 vendors don't talk to each other.

Which is why we have cyber attacks all the time.

So I think you're going to see massive consolidation in this sector.

The big five get bigger and bigger.

You know, CrowdStrike and Palo Alto and Cisco, Zscaler, so many different, IBM, a lot of companies out there that are going to get bigger, offer more.

to their customers because there's the demand, there's the need.

And we're going to see this for the next decade.

So what's the best cyber security stock to buy?

So for me, Palo Alto is my favorite.

Here's the interesting thing.

These stocks got clobbered in the AI is going to kill software apocalypse that happened in January and February of this year.

The SaaS apocalypse.

It was crazy.

But cyber got hit as well because they are software companies, but they're also hardware too.

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