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Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, ANSS, and LRCX, my advisor's guidance was invaluable.
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
Amber Dawn Brummit is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I know at some point a bull market ends and a bear begins, it goes on and on...I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
@AntagonisticAsianYou're right, I and a few Neighbors in Bel-Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew by close to 30% in the last quarter.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jennifer Leigh Hickman” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for sharing, I must say, Jennifer appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled
Stephanie is a bright light on the Halftime panel! Been watching her since the pandemic. I’ve learned a lot from Steph & Josh about stocks. I bought NVDA in 2021, sold it in 2022 when everyone including Cramer said it was un-investable. Then I bought it back in August-October 2022. I knew Josh was in it. I feel bad that Stephanie missed it. She’s a good egg.
Steph has the most level headed analysis on CNBC. Her simple good companies / bad sentiment is really good and simple play that works. She went long META in 2022 and kept buying.
@@billw7287 I disagree with most of the shit Weiss says and how he invests but It is highly entertaining watching him get pissed off and argue with people then pout afterwards. 😂
The Nvidia and Cisco comparisons are totally whack. The music can’t stop with Nvidia because technology literally does not run without semiconductors, wether it’s building out AI or not and the fact Nvidia & more of these chip giants like Broadcom are making big M&A to vertically integrate software into their business models means they’ll become higher margin and less cyclical because it becomes a reoccurring revenue stream built into their hardware & overall ecosystems. Nvidia to me runs parallels with the kind of moat and barriers to entry Microsoft had on the internet & personal computing space in the 80’s and 90’s.
Great take. And there is a software support component to Nvidia that few talk about. Still cyclical, but becoming less so. It's no longer just about gaming, laptop and phone refresh cycles. It's about everything!
Speaking of the coming grid-work in preparation for power hungry data centers and evs, there's also talk of reinforcing the grid in anticipation of solar weather and EMP
I’d been waiting for Stephanie Link to be a guest for a long time and it didn’t disappoint. She’s my favorite on Halftime. Now all we need is farmer Jim
Does Stephanie Link still own SOLV, the med tech spin off from MMM after the spin? Does she still own ZBH - it's been treading water for a few years now.
excellent episode! As someone who's been watching Mad Money for many, many years, and coming over from Action Alerts Plus (to the cnbc club) it was really nice to hear positive talk about Cramer on social media. Many in the comments already express their thoughts on Stephanie, and I concur A+ to her for sure. Can't wait till she's on as a guest again in the future!
CNBC is in on the investment club with Cramer. It’s no longer with The Street. They used to give free trials with The Street and better sales like $299 a year. I only did the free trial just to see what’s in the portfolio
Mike really like you but you interject too quickly. You add value but let others finish their thought. This viewer would appreciate it. Keep up the great work.
The people on CNBC that I most appreciate are the ones like Stephanie, Josh, Brynn and a few others who talk about the other stocks outside the Mag 7. I love hearing about stocks like AOS, Lam Research and other under the radar stocks because many of these often trade at more reasonable valuations.
Been following Stephanie Link for over 10 years. What a great Guest!! Josh, could we see a photo of your 'behind the camera' crew? Great episode of The Compound.
Think Gillete you buy the razor and pay on-going for the blades. MSFT does this, well really all Enterprise and Cybersecurity software companies. NVDA is changing the Industry: "The next industrial revolution has begun." Jensen Huang.
Wait, Japan isn't talking about AI but Fukijura, the largest fiber optics company on the planet, is up 158% since mid-Feb? (They are almost at a 1T mc) Ask JB about fiber optics and AI.
Some of my predictions, not an investment advice: 1) NVDA will be the largest company in the world within 2 years 2) TSM will be a $1 trillion company within 2 years 3) QCOM will triple in 3 years 4) major crypto will double from here within a year 5) Finally TSLA will be the largest company in the world within 5 to 7 years and TSLA will be the first $10T company longer term
Crowdstrike has (again) gotten destroyed, absolutely wrecked. Cybersecurity seems so volatile. Good company still. It just has these violent draw backs regularly.
This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit www.public.com/ to learn more!
Party on 'Ol Pals
One of your top episodes! Great information and discussion. Thank you.
@@vdev463ify I totally agree! 💪💪✌️✌️🥳🥳
Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, ANSS, and LRCX, my advisor's guidance was invaluable.
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
One of my goals is to employ the service of one this year. Could you recommend who it is you work with?
Amber Dawn Brummit is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Stephanie Link is absolutely a pro on cnbc! Great show!
I know at some point a bull market ends and a bear begins, it goes on and on...I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
Inflation gives the illusion of growth. Investors should exercise caution with their exposure and exercise caution these period
@AntagonisticAsianYou're right, I and a few Neighbors in Bel-Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew by close to 30% in the last quarter.
@sommersalt88 I'm glad I stumbled across this discussion. If you don't mind, could you tell me how to reach this financial adviser?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jennifer Leigh Hickman” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for sharing, I must say, Jennifer appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled
I really respect Stephanie Link and the knowledge she brings to the table. Great mind. I really enjoyed this episode. Well done and informative.
Great guest! Absolutely love Stephanie (on your show and CNBC). Please invite her back soon.
Love Stephanie, gotta get Farmer Jim on the show one day!
God, No!
Waiting on the Jim episode too.
Ya right lol
Noooooooo!!!! 😱
Stephanie is a bright light on the Halftime panel! Been watching her since the pandemic. I’ve learned a lot from Steph & Josh about stocks. I bought NVDA in 2021, sold it in 2022 when everyone including Cramer said it was un-investable. Then I bought it back in August-October 2022. I knew Josh was in it. I feel bad that Stephanie missed it. She’s a good egg.
Steph has the most level headed analysis on CNBC. Her simple good companies / bad sentiment is really good and simple play that works. She went long META in 2022 and kept buying.
Not Weiss?😂
I remember her defending Meta and she turned out to be right
@@billw7287 I disagree with most of the shit Weiss says and how he invests but It is highly entertaining watching him get pissed off and argue with people then pout afterwards. 😂
Bro Stephanie Link is so amazingly brilliant and yet so so humble. It’s very refreshing to see consistently 🔥
Nicole, stop moving stuff!
Nevah! - Nicole
This show is in a league of its own. Best in the business.
Great episode! I've gained lots of respect for Steph's perspective over the last year.
Great show, love Stephanie's insights. Also Aliens is in my top ten movies of all time. Great cast, aliens, and space marines, whats not to love!
Steph killed it. Great show!
Yes I always listen to what Stephanie has to say on CNBC
Steph has made some really good calls the past few years and she's been fearless buying the dip. She's one of the best contributors on CNBC.
Another great and informative show! And Stephanie Link was a terrific guest. Good stuff!
Thanks David!
Can we get HIM CRAMER on the show by now?
Cramer!!
Ron Baron!!!
Great show guys. Thanks
Great show. Thanks!
The Nvidia and Cisco comparisons are totally whack. The music can’t stop with Nvidia because technology literally does not run without semiconductors, wether it’s building out AI or not and the fact Nvidia & more of these chip giants like Broadcom are making big M&A to vertically integrate software into their business models means they’ll become higher margin and less cyclical because it becomes a reoccurring revenue stream built into their hardware & overall ecosystems. Nvidia to me runs parallels with the kind of moat and barriers to entry Microsoft had on the internet & personal computing space in the 80’s and 90’s.
You absolutely don't understand the technology based on your comment. Sorry pal. You are in the parking lot while the ball game is going on.
@@jeffossola668 and the ball game is what ?
Great take. And there is a software support component to Nvidia that few talk about. Still cyclical, but becoming less so. It's no longer just about gaming, laptop and phone refresh cycles. It's about everything!
Jensen Huang has a lot more up his sleeve when it comes to AI. I bought $NVDA because of his genius and his vision.
Steph has such a great thought process on positioning. Right up there with Josh and Tom Lee
Thank you Stephanie. Always learn something with your balanced and thoughtful takes
Good job Duncan!!
Steph is Definately Awesome! 💪💪💪💪💪💪💪💪💪🥳🥳🥳🥳🥳🥳🥳🥳✌️✌️✌️✌️✌️✌️✌️
She’s brilliant!
Steph is my fav 👏🏻
Excellant! Steph is all class!
Love her. She so on point🎯💯‼️❗️
Great show. I always gain something
Loved Steph as a guest. Great show!!
Speaking of the coming grid-work in preparation for power hungry data centers and evs, there's also talk of reinforcing the grid in anticipation of solar weather and EMP
Awesome show! It was great seeing Steph on the show. You all are frickin killing it!
Link is one of the best talking heads on Halftime report .
Great show…excellent guest. Please never ask Dan Nathan to be a guest!
He was on already, 😂
Love Stephanie Link! Hey Steph, what are we going to do with Target? Hold or sell? Fun show and great to see a returning champ.
Friggin great show guys….Steph should be on quarterly…..see you in Huntington Beach….📈😎
Great show love Steph, bring her back sooner than later.
Another great show/guest.
I always like Stephanie form CNBC, but now i think she is amazing.
It was great to hear her story
I would love to see their % return for 5 and 10 year
Since they joined CNBC
Great show. Respect for Steph, great crew to have together for a show!
Great show. Get Steph back asap!
I’d been waiting for Stephanie Link to be a guest for a long time and it didn’t disappoint. She’s my favorite on Halftime. Now all we need is farmer Jim
Great episode! Let's get Brynn Talkington in too!
Yes that should be next.
I love Bryn! Yes!!!!
Love Stephanie, she is the best
Does Stephanie Link still own SOLV, the med tech spin off from MMM after the spin? Does she still own ZBH - it's been treading water for a few years now.
It’s Friday! 🤩
excellent episode! As someone who's been watching Mad Money for many, many years, and coming over from Action Alerts Plus (to the cnbc club) it was really nice to hear positive talk about Cramer on social media. Many in the comments already express their thoughts on Stephanie, and I concur A+ to her for sure. Can't wait till she's on as a guest again in the future!
Great show. I always like Stephanie's commentary on CNBC. Go Panthers!
Love listening to Steph on CNBC. Great show
75,000 subscribers times average cost of $500 per year = $37,500,000. Holy crap.
CNBC is in on the investment club with Cramer. It’s no longer with The Street. They used to give free trials with The Street and better sales like $299 a year. I only did the free trial just to see what’s in the portfolio
Great banter / show / guest / info! Thx! Keep up the great work! Much appreciated 👌🏻
Stephanie Link is amazingly brilliant! She understands the stocks she discusses inside and out and it is so impressive!!
Josh and Stephanie are my two favorites. Followed Stephanie from Cramer days and Josh on midday CNBC. They are the best.
keep gettin after it!!!
guys....it's time. Get Steve Weiss on already..
When Stephanie Link speaks, we all listen...
love the show! Steph is a monster investor - the META trade is proof
Love Josh and Steph watch them all the time. I ran with NVIDIA thanks Josh
Stephanie is great
Mike really like you but you interject too quickly. You add value but let others finish their thought. This viewer would appreciate it. Keep up the great work.
I can’t criticize Michael because I have the same habit! 😂 I’m originally from NJ, New Yorkers do it too.
Aliens is great
Love the show. You guys should try to get Cramer on. That would be a blast
Regarding the CNBC panel. Josh is like a bull in a china shop!
I love Josh including when he’s a bull in a China shop!
Great Guest!
Steph is no1
I've always thought of her as a great person and I bet Mom. ❤❤❤
The people on CNBC that I most appreciate are the ones like Stephanie, Josh, Brynn and a few others who talk about the other stocks outside the Mag 7. I love hearing about stocks like AOS, Lam Research and other under the radar stocks because many of these often trade at more reasonable valuations.
Bravo to a wonderful show.
Legends
Absolutely fabulous
No one mentioned ON RUNNING! Apparently, the shoe to wear... hmmm... good thing (or bad) for the future sales/earnings 🤷♂️
They did
Wonder if any has named there kid after a stock 😂
Well done, thanks.
Been following Stephanie Link for over 10 years. What a great Guest!! Josh, could we see a photo of your 'behind the camera' crew? Great episode of The Compound.
Such a fantastic episode!
Stephanie is a Volume Up person when I see her on TV !
Think Gillete you buy the razor and pay on-going for the blades. MSFT does this, well really all Enterprise and Cybersecurity software companies. NVDA is changing the Industry: "The next industrial revolution has begun." Jensen Huang.
YES!!! Jensen Huang is the GOAT 🐐
I'll take the L here, I thought Josh would beat Michael. Nice work gents 😅
The guy from Chicago you guys are referring to is Jim Iuorio, Managing Director, TJM Institutional Services
Finally you have Stephane on!! I’ve been waiting
3 years!!
Aliens was amazing!!
Definitely adding this episode to the list of favs
Wait, Japan isn't talking about AI but Fukijura, the largest fiber optics company on the planet, is up 158% since mid-Feb? (They are almost at a 1T mc) Ask JB about fiber optics and AI.
Stephanie is so smart.
Awesome great show keep it coming
Stephanie was awesome, please have her back!
No one can rattle off in depth statistics on individual stocks better than Stephanie.
Steph is awesome
In Japan, when you trash, talk, your boss openly, you probably get fired
It’s true.. they want yes man employees who go play golf with the boss on the weekends.
Great crew!! Love Steph Link.
Steph is the best.🎉
She would own $snow lol
I'm Always late...lately! 👋
Looking for this one
Great discussion from start to finish.
The Compound: S-Tier. Have a happy safe weekend everyone.
Yea buddy! 🥳🥳🥳🥳
Great interview. Thank you Stephanie!
Great episode always a fan of Stephanie Link, I didn't even know she worked for Jim Cramer.
Some of my predictions, not an investment advice: 1) NVDA will be the largest company in the world within 2 years 2) TSM will be a $1 trillion company within 2 years 3) QCOM will triple in 3 years 4) major crypto will double from here within a year 5) Finally TSLA will be the largest company in the world within 5 to 7 years and TSLA will be the first $10T company longer term
Crowdstrike has (again) gotten destroyed, absolutely wrecked. Cybersecurity seems so volatile. Good company still. It just has these violent draw backs regularly.