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

Appearances

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They got hit really hard.
And so-
In March, when they hit their lows and they were like down double digits on the year, two CEOs actually bought stock.
Palo Alto CEO bought $10 million worth of stock in March, almost at the lows, and the same with CrowdStrike.
Those are the two best, in my opinion.
But you could own a whole package.
You could own a bundle of the names I just mentioned, throw in Fortinet in there.
So CrowdStrike, Palo Alto, Zscaler, Cisco, Fortinet.
You could put them all together and have a bundle.
You can own HACC, which is the ETF, if you don't want as much volatility.
Yeah.
That's the best advice to give anyone is if you can find...
the number one or number two player in any given industry that goes through a crisis, but that you know the management team is top-notch, which CrowdStrike is.
That's when you want to be buying.
You want to buy on sale, right?
We buy low, sell high.
But I want to buy my shoes on sale.
You do too, right?
And then when it happens, it's just such an emotionally tough industry.
And by the way, CrowdStrike was in the pooper for a couple months, maybe even quarters.
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