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.

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And why do we even care?

We care because if the economy is growing 3%, earnings can grow 20% to 25%, which I've been doing this a long time.

I know you have too.

I've never seen 25% earnings growth like we saw last quarter.

And we're on pace to do another 20% for the full year.

And again, it has a lot to do with these two really big parts of our economy.

The consumer is consuming because...

They have jobs.

And they have wage growth.

And we can talk about inflation.

I'm sure we'll talk about it.

But it is going to be coming down.

It is coming down.

And then it's not only the AI revolution, it's the food chain.

So it's AI and all this CapEx that we're hearing from all these big technology companies.

But the beneficiaries of that CapEx, the industries that are seeing all this money being spent, is widespread.

So it's data centers and the build-out.

It is the grid and upgrading the grid because we haven't upgraded the grid in over 50 years.

And then it's power.

We don't have enough power.

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