Cybersecurity is going to be just as big as AI, says Hightower's Stephanie Link

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  • čas přidán 2. 06. 2024
  • Stephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the economy, and more.

Komentáře • 55

  • @user-km6wv9sy4t
    @user-km6wv9sy4t Před 21 dnem +2

    just became a member of your VIP group, and I can already tell that it's going to be a game-changer for me. Thank you for all the incredible resources and guidance!

  • @MatthewMS.
    @MatthewMS. Před 25 dny +15

    Stephanie ❤ Great on The Compound. Agree totally on cyber security theme.

  • @ZackMason-gi3gg
    @ZackMason-gi3gg Před 22 dny +2

    You are a genius trader .From korea with love🍈

  • @JordannLawso
    @JordannLawso Před 15 dny

    I always find your tips very helpful and applicable. Thank you for making trading so accessible and understandable!

  • @user-hu3qx8kk1o
    @user-hu3qx8kk1o Před 13 dny

    Learning alot from you. Thanks for explaining it very simple. Hope you will do better

  • @IrinaOrehova-nr3do
    @IrinaOrehova-nr3do Před 22 dny

    It is very impressive to see you trading binary options live. Really inspiring! Thank you!

  • @codymercurio910
    @codymercurio910 Před 24 dny +1

    When the next big name company or two announces that their data has been hacked, the cybersecurity stocks will be noticed. Every company, municipality, government agency will need to pay for cyber protection. It will be as common a payment as needing to have car insurance. An organization may not need to upgrade to AI immediately and can afford to wait, but cyber protection is needed NOW!

  • @LukeBrickman-cz5pu
    @LukeBrickman-cz5pu Před 19 dny

    amazing, congratulations, you are really good, super professional! Greetings from Brazil!!!

  • @midwestcannabis
    @midwestcannabis Před 21 dnem

    We love Steph❤❤❤❤

  • @OksanaMelnikova-tx6eu
    @OksanaMelnikova-tx6eu Před 23 dny

    make a video about which indicator we should use and what it sets.

  • @syedarmaghanhassan4652
    @syedarmaghanhassan4652 Před 25 dny +14

    Cybersecurity stocks are over-valued with high PEs.
    It is also not a game changer like the AI.
    Cyber security is a must-to-have thing, but it has so much competition where same services are offered by many companies. They don't have pricing power anymore.
    Nvidia also has tremendous competition, but their technology is far better than competetors and they have a fair advantage. ✅️
    It is like comparing apples with bananas!

    • @UziGameGP
      @UziGameGP Před 25 dny +4

      AI and Cyber go hand in hand. The more AI will be utilized, the more the need for advanced AI fueled cybersecurity. A robust cybersecurity is mandatory as per SEC requirements,
      CRWD definitely has a moat. They simply have a better product, just like NVDA. Yes there are competitors, but these two names have a big lead and keep innovating.

    • @syedarmaghanhassan4652
      @syedarmaghanhassan4652 Před 25 dny +2

      @@UziGameGP u can say that for everything.
      Analysing anything and AI go hand in hand too
      Cybersecurity, if done by AI, then NVidia will also initialize a cyber securty department or Wing, and nlbody will get cybersecurity elsewhere..

    • @StuartBenoit-se5kj
      @StuartBenoit-se5kj Před 24 dny

      @@syedarmaghanhassan4652 You don't know what you are talking about. Please don't ever comment on anything financial with your IQ lol.

    • @UziGameGP
      @UziGameGP Před 24 dny +2

      @syedarmaghanhassan4652 you missed the part where I said cybersecurity is MANDATORY as per SEC REQUIREMENTS.
      NVDA has zero interest in doing anything else than semiconductor business, nor do they have the skillset to do so. You can't teach AI something you yourself have 0 knowledge of. Honestly, your point made 0 sense.

    • @frankstudent
      @frankstudent Před 23 dny

      Everyone’s an ”expert” 😂

  • @Isaacaguilar30
    @Isaacaguilar30 Před 25 dny +4

    Steph is looking ripped
    !!

    • @farnio
      @farnio Před 25 dny +1

      and so are her loins

  • @chavruta2000
    @chavruta2000 Před 25 dny +8

    They have been saying cybersecurity is the next big thing for 30 years

  • @NoahBacker-zp1zv
    @NoahBacker-zp1zv Před 17 dny

    Very important video worth watching

  • @ddjjggdd
    @ddjjggdd Před 25 dny +12

    Steph also said Nvidia is overvalued at $300, $500, $700 and consistently chose Broadcom over Nvidia lol

    • @UziGameGP
      @UziGameGP Před 24 dny

      She's a joke

    • @simrans3675
      @simrans3675 Před 24 dny

      @@UziGameGP No one knows anything :-)

    • @johnc3886
      @johnc3886 Před 23 dny +1

      Steph totally missed the boat, even though she could've bought it at the prices you mentioned. BUT, on CNBC the absolute worst guest is Jenny Harrington (my head hurts every time she spews her nonsense and fully show her stupidity); they just let anyone become a portfolio manager. If you've ever listened to her on Halftime, you'll know what I mean.

    • @simrans3675
      @simrans3675 Před 23 dny

      @@johnc3886 Hahaha - so true :-)

    • @kurniawanms2
      @kurniawanms2 Před 23 dny

      @@johnc3886 all noises. ignore them. all analysts are dumb clueless.

  • @zagree4454
    @zagree4454 Před 25 dny +3

    no its not

  • @johngiovannucci3754
    @johngiovannucci3754 Před 24 dny +1

    She missed Nvidia and now she’s coping with cybersecurity stocks 😂

  • @nsambataufeeq1748
    @nsambataufeeq1748 Před 24 dny

    Cyber security is the real deal.

  • @rickhayes-oh2zm
    @rickhayes-oh2zm Před 25 dny

    i wouldn't bet on the consumers. Inflation is pushing up spending #. Buying less paying more.

  • @user-vf8bf5yc3g
    @user-vf8bf5yc3g Před 22 dny

    have been trading for several years now, but I am always interested in new approaches and strategies. Your videos and tips always bring me new ideas and help me improve my trading results.🌏

  • @user-ef2yi6me1v
    @user-ef2yi6me1v Před 22 dny +1

    Ну ты больной чел!))) Такие завозы дичайшие ловишь, просто жесть)

  • @thejeffinvade
    @thejeffinvade Před 25 dny

    left holding the bag?

  • @harrychu650
    @harrychu650 Před 25 dny +7

    Stephanie Link couldn't spell cybersecurity.

    • @LumenMichaelOne
      @LumenMichaelOne Před 25 dny

      😾 ... 🤜🤜🤜👾 ... 🤜🤜🤜🤜🤜🤜🤖🦹
      😒
      😾 ... 🤛🤛🤛👊👊👊🤜🤜🤜 💥💥💥💥💥💥
      😾 ... 👊👊👊🤜🤜🤜🥴😵‍💫😵
      🤕
      No-problem Miss Stephanie Link ma'am ... 😁 ... ... ... 😌
      😼
      🐈

  • @jon4823
    @jon4823 Před 25 dny

    Cyber security is already priced in

  • @noeloleary3157
    @noeloleary3157 Před 23 dny

    One of the few analysts who talks common sense. I recall when Facebook stock was on the ropes some time ago, she was rock solid y said she was a buyer. @ the beaten down price level.

  • @erickey7506
    @erickey7506 Před 23 dny +1

    Buy BITCOIN 🎉

  • @Reaverstudios572
    @Reaverstudios572 Před 24 dny

    nvidia is gonna be joining the cpu industry funny thing is intel will be making them lmao

  • @bdk88
    @bdk88 Před 19 dny

    says the one who chose broadcom as opposed to NVIDIA. lol dont listen to a word

  • @rimm6584
    @rimm6584 Před 23 dny

    Hey Steph how come you don't talk about your Snow flake promise over 200 ... What happened to your pick and promise with the SNOW ???

  • @farnio
    @farnio Před 25 dny +2

    ok, time to exit cybersecurity

  • @smsfelipe
    @smsfelipe Před 24 dny

    Cybersecurity is a pretty boring business, should correct eventually

  • @w00deey12
    @w00deey12 Před 22 dny

    cybersecurity is the same service as physical security. Ai is neither a product nor a service.

  • @MaksimDorofeev-um6xg
    @MaksimDorofeev-um6xg Před 22 dny

    this is fire u just gotta practice proper risk mgmt and do the verifications like trader said!! going 7-0 so far🏜