Hightower's Stephanie Link on her top AI stock picks: AVGO, IBM, SNOW
ฝัง
- เผยแพร่เมื่อ 8 พ.ค. 2024
- Stephanie Link, Hightower chief investment strategist, joins 'Squawk Box' to discuss the latest market trends, the impact of AI, her top AI stock picks, and more.
Love Stephanie Link----she's very knowledgeable, able to admit when she gets it wrong and most importantly, very solid in her analysis of fundamentals-----always willing to follow her to the pot of gold
Love Broadcom! I continue to DCA on NVDA.
3:45 Hey Steff! How'r u doin? Of course, you are not sure if you wanna jump into NVIDIA stock yet, we all know that you don't own it. But if you look at the rising stock price, you'll get an idea about the sentiment, that every investor in the world, is trying to jump into it right NOW! Its PE got divided by 3 yesterday. What do you think it is going to stay there? Of course, it is going to reach back to 95, meaning the stock will be 3 times till the end of this year (if not till the end of this quarter already). So, being biased is one thing Steff, but ignoring the valuation, the earnings, that is just poor judgement. You siad it yourself yesterday that you own Broadcom at 27 PE. That's good. But put a hand on your heart, close your eyes, and ask yourself, "is NVIDIA even TODAY at 35 PE not 10 times better (if not a 100 times) than Broadcom at 27"?
Let me know in the reply to comments Steff, that what did your heart reply! ✌🏼😇👍🏽
190+ Billion is the number shared by Steff that will be spent by Hyperscalers and on AI. Yes, there are other players - yes, they have a broad set of data center infrastructure offerings and have a role to play. However, guess where 60% of the dollar would NEED to go? #NVDA
@@mvasa2582 lol- yes, at least for the next few quarters, if not years! 🤣🤣😜😜
Ask yourself one question AVGO at 27 PE with a growing $5 share dividend per share. Nvidia doesn’t pay you Jack. The stock can go to 0 tomorrow and you wouldn’t have any returns unless you sold in time clown 🤣🤣🤣.
@@mvasa2582your clueless your just high on Nvidia hype train. Most of that capex is going to be spent on optimizing AI infrastructure. Those very same hyperscalers that spent lots of money at Nvidia have to diversify their supplier. Their also throwing loads of money on custom silicon chips so they don’t have to spend as much with Nvidia. Not a single company especially mag 7 company will depend on one supplier for AI infrastructure. Nvidia’s monopoly is going to get broken down with an open standard ecosystem over time. That’s how this works. No hyperscaler is going to sit there and hand Nvidia all the money that’s not how this works 🤡🤣🤣🤣🤣
Nvidia is the best/center spot. No need for other names.
AI: hello, how may I help you
Me: I am missing a deposit in my account
AI: so how may I help you
Me: did you hear me? I said I'm missing a deposit
AI: ok, so how may I help you
Me: never mind.
Too bad she never jumped on NVDA, which is kind of surprising. I wonder what her bosses think?
Yall got a summoning ai naw different lanuage man.
Full forgein hack on last cern whatever tf i am. Man ai in my energy 1 does what whole group does
YALL KNOW SHE DOESNT HAVE THIS $TOCK AND REGRETS IT. WHY YALL MS LINK. SHE MISSED THE BOAT LOL😅😂😅
Big shot guys 👦 choose their words 😅 The word offers you a fresh start every morning act like a big shot guy it's free 😅
I aint even mad find my baby man
What do we call people who don't answer your question but instead tell you what they think the question is about and give an unrelated answer? Headaches 😅 that's why no smart retirees remembers dumb friends and coworkers 😒
Must be what she’s off loading.
I love how negative and incompetent he always sounds
guys, come on! Be kind!
Computer shut downs
AI is just data mining
Have she lost her mind ? I know a women who has no control over her tongue. “The tongue of the wise useth knowledge aright: but the mouth of fools poureth out foolishness😅
Braggers Wear Masks
But i usually brag about ridiculous things like my looks or my social status when I'm bored just for fun 😅
People who usually brag about their accomplishments or possessions are more likely to seek external validations
IBM is such a boomer pick lol
cool comment bro