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

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  • เผยแพร่เมื่อ 2 มิ.ย. 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.

ความคิดเห็น • 55

  • @user-km6wv9sy4t
    @user-km6wv9sy4t 18 วันที่ผ่านมา +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. 22 วันที่ผ่านมา +15

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

  • @ZackMason-gi3gg
    @ZackMason-gi3gg 19 วันที่ผ่านมา +2

    You are a genius trader .From korea with love🍈

  • @syedarmaghanhassan4652
    @syedarmaghanhassan4652 22 วันที่ผ่านมา +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 22 วันที่ผ่านมา +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 22 วันที่ผ่านมา +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 22 วันที่ผ่านมา

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

    • @UziGameGP
      @UziGameGP 22 วันที่ผ่านมา +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 21 วันที่ผ่านมา

      Everyone’s an ”expert” 😂

  • @JordannLawso
    @JordannLawso 12 วันที่ผ่านมา

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

  • @codymercurio910
    @codymercurio910 21 วันที่ผ่านมา +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!

  • @IrinaOrehova-nr3do
    @IrinaOrehova-nr3do 19 วันที่ผ่านมา

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

  • @user-hu3qx8kk1o
    @user-hu3qx8kk1o 10 วันที่ผ่านมา

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

  • @chavruta2000
    @chavruta2000 22 วันที่ผ่านมา +8

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

    • @syedarmaghanhassan4652
      @syedarmaghanhassan4652 21 วันที่ผ่านมา

      Buhuhuhahahahahhaaha😜😜😜😋

    • @kurniawanms2
      @kurniawanms2 20 วันที่ผ่านมา

      They will be right someday if they keep saying this for the next 30 years

    • @syedarmaghanhassan4652
      @syedarmaghanhassan4652 20 วันที่ผ่านมา

      @@kurniawanms2 lol

  • @LukeBrickman-cz5pu
    @LukeBrickman-cz5pu 16 วันที่ผ่านมา

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

  • @midwestcannabis
    @midwestcannabis 18 วันที่ผ่านมา

    We love Steph❤❤❤❤

  • @OksanaMelnikova-tx6eu
    @OksanaMelnikova-tx6eu 20 วันที่ผ่านมา

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

  • @ddjjggdd
    @ddjjggdd 22 วันที่ผ่านมา +12

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

    • @UziGameGP
      @UziGameGP 22 วันที่ผ่านมา

      She's a joke

    • @simrans3675
      @simrans3675 21 วันที่ผ่านมา

      @@UziGameGP No one knows anything :-)

    • @johnc3886
      @johnc3886 20 วันที่ผ่านมา +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 20 วันที่ผ่านมา

      @@johnc3886 Hahaha - so true :-)

    • @kurniawanms2
      @kurniawanms2 20 วันที่ผ่านมา

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

  • @Isaacaguilar30
    @Isaacaguilar30 22 วันที่ผ่านมา +4

    Steph is looking ripped
    !!

    • @farnio
      @farnio 22 วันที่ผ่านมา +1

      and so are her loins

  • @NoahBacker-zp1zv
    @NoahBacker-zp1zv 14 วันที่ผ่านมา

    Very important video worth watching

  • @zagree4454
    @zagree4454 22 วันที่ผ่านมา +3

    no its not

  • @johngiovannucci3754
    @johngiovannucci3754 22 วันที่ผ่านมา +1

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

  • @nsambataufeeq1748
    @nsambataufeeq1748 21 วันที่ผ่านมา

    Cyber security is the real deal.

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 22 วันที่ผ่านมา

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

  • @user-ef2yi6me1v
    @user-ef2yi6me1v 19 วันที่ผ่านมา +1

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

  • @user-vf8bf5yc3g
    @user-vf8bf5yc3g 19 วันที่ผ่านมา

    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.🌏

  • @noeloleary3157
    @noeloleary3157 21 วันที่ผ่านมา

    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.

  • @thejeffinvade
    @thejeffinvade 22 วันที่ผ่านมา

    left holding the bag?

  • @harrychu650
    @harrychu650 22 วันที่ผ่านมา +7

    Stephanie Link couldn't spell cybersecurity.

    • @LumenMichaelOne
      @LumenMichaelOne 22 วันที่ผ่านมา

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

  • @jon4823
    @jon4823 22 วันที่ผ่านมา

    Cyber security is already priced in

  • @Reaverstudios572
    @Reaverstudios572 21 วันที่ผ่านมา

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

  • @bdk88
    @bdk88 17 วันที่ผ่านมา

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

  • @rimm6584
    @rimm6584 21 วันที่ผ่านมา

    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 22 วันที่ผ่านมา +2

    ok, time to exit cybersecurity

  • @smsfelipe
    @smsfelipe 22 วันที่ผ่านมา

    Cybersecurity is a pretty boring business, should correct eventually

  • @erickey7506
    @erickey7506 20 วันที่ผ่านมา

    Buy BITCOIN 🎉

  • @w00deey12
    @w00deey12 19 วันที่ผ่านมา

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

  • @MaksimDorofeev-um6xg
    @MaksimDorofeev-um6xg 19 วันที่ผ่านมา

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