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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But we had a lot of double, triple, quadruple ordering going on.
And so there were winners and there were losers.
We happen to create a whole bunch of, by the way, jobs that didn't exist back then because everyone asks me about AI taking over the world in terms of jobs.
I would say for the bubble talk on AI, there is real demand.
That's why I care about that.
The cap goes back to the capex.
How much are these companies spending?
They're spending, and that number continues to go higher and higher and higher.
What I'm not happy about are these companies going to the debt markets, to going to the equity markets, to raise all this cash so that they can fund all this.
But...
The numbers continue to go higher, and it goes back to what the CEO of Amazon said.
We're not going to see the returns this year, but we've never seen anything like this, so we're going to continue to spend so that eventually we do see returns that are double, triple, quadruple of what we would have done if we didn't spend.
I think that the numbers, where I'm going to be wrong, is if they start to cut back on the CapEx.
And we're seeing just the opposite.
Even last quarter, almost all of them either raised money to increase the CapEx or they had the free cash flow to actually increase the CapEx.
They're spending on all different parts, though.
That's why it's so important of listening to the picks and shovels companies, the food chain.
Because what they're saying is, yes, their orders are enormous.
Right.
I mean, absolutely enormous.
Showing 921–940 of 1,013 · page 47 of 51
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