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
Yeah, those kind of names.
They're expensive for what you get.
You need to own one or two of them in a portfolio for diversification purposes, but I just think that there are better values elsewhere.
And I do think – I might be wrong on this energy thing, but –
Energy stocks trade with the commodity.
And if you believe my story of commodity prices coming down and oil prices coming down and likely to come down further, it's going to be hard, I think, for them to outperform, especially after they've had such a nice run.
Could you own Exxon, Chevron, I own SLB, Schlumberger?
Sure.
But right-size it.
Talk about momentum.
It just follows the commodity, even if you want to do the fundamentals.
100%.
That's part of the, but not the traditional energy companies.
They'll benefit too.
But we're talking about, in terms of power, it's nuclear, it's coal, it's natural gas.
You're right, it's renewables.
I think over the long haul, it's going to be natural gas that wins.
Because we have a ton of it, we just don't have enough pipelines.
So back to my food chain of, okay, AI and the companies that are spending, all those companies are spending that $800 billion.
They're spending it on building out data centers, putting stuff inside of data centers, upgrading the grid.
Showing 441–460 of 1,013 · page 23 of 51
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