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 months

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

Appearances

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Money Rehab with Nicole Lapin · Hightower's Chief Investment Strategist on the Case to Buy SpaceX, the AI "Food Chain," and Whether It's Too Late to Buy NVIDIA · 6 Jul 2026 podcast

There's a lot of them, but the semiconductor capital equipment companies, they have all the, that's who their customers are, are all of these semiconductor companies because the equipment companies make the stuff, right?

And so Lamb Research, Applied Materials, the

KLA.

Those are names that are up, I mean, enormous amount of money, but they are winners over the long term because it doesn't matter who wins.

I know.

Is there more to run?

I think there's more to run because they have, because they have all of these, all of these, all of these players are NVIDIA, Broadcom, Marvell, all of these companies are,

need the cap equipment companies.

And they are not, believe it or not, they're not that expensive because the earnings continue to go up.

So that does not mean that you run out and buy these names today.

You wait for a pullback.

We're going to have one or two or three.

Put them on your shopping list.

20% below these levels, if these stocks fall, that's where I think you want to start a position.

Same thing with Micron.

We are short memory in this world.

And if you believe that we're in the third inning,

And we're short.

The pricing power of these companies is enormous.

So do you know that last quarter, Micron, they make two kinds of memories, DRAM and NAND.

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