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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Today, it's a heck of a lot more expensive, but they have delivered in spades.

And you try to find different ways of playing it.

This whole AI food chain, you could buy Nvidia on the whole food chain and forget the food chain.

But guess what?

You've made more money in the food chain because they were less popular and people didn't understand them as much and less owned.

So it is too late to buy Nvidia.

Buy NVIDIA if you have a long-term time horizon and you can get away with the valuation.

You should feel comfortable.

Valuation is always certainly supportive if you have the growth and the story is not over.

We're in the third or fourth inning.

I think you could buy NVIDIA.

I don't own NVIDIA because I own all these other things, but I think you could.

I just think you have to temper your expectations because it has been a phenomenal stock over the last five years.

So if somebody is like, dang it, I missed out.

I have no problem with that.

Again, the valuation, the growth, seeing where we are in the revolution.

I think we're in the third inning.

We might even go even overtime.

We might even go overtime.

We're in the third.

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