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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We mentioned Intel.

I own Marvell, Broadcom.

AMD, there's so many other companies that have done so well.

And there's a couple of things with NVIDIA.

NVIDIA is a great company because it hasn't done anything in the last six months.

It's actually trading at about 14 times forward estimates for a company that's going to grow 50% plus.

It's crazy cheap for what you're getting, but you have more competition now today than you did even six months ago.

particularly Amazon, particularly Alphabet in terms of the chip space.

There's also the question of these custom chips that Broadcom and Marvell are making, which are cheaper to make.

They don't have as much power, but they're a lot cheaper so that the companies that are spending money on all this stuff, they have options.

That's not to say that NVIDIA is a bad company or that their product is inferior.

I just think there's a little more competition.

And then the last point is everyone owns NVIDIA.

And you rarely make money when everyone owns and everyone's on the same side of the boat.

I like as an investor to be a little contrarian.

I don't need to be all by myself on the other side of the boat.

But the middle part of the boat is kind of like my sweet spot.

And that's how I made a lot of money with Broadcom because I was buying this five years ago when it

14 times earnings, 4% dividend yield.

It was nuts.

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