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

  Рет қаралды 49,302

CNBC Television

CNBC Television

28 күн бұрын

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.

Пікірлер: 55
@user-km6wv9sy4t
@user-km6wv9sy4t 22 күн бұрын
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. 26 күн бұрын
Stephanie ❤ Great on The Compound. Agree totally on cyber security theme.
@midwestcannabis
@midwestcannabis 22 күн бұрын
Right on brother
@ZackMason-gi3gg
@ZackMason-gi3gg 23 күн бұрын
You are a genius trader .From korea with love🍈
@JordannLawso
@JordannLawso 16 күн бұрын
I always find your tips very helpful and applicable. Thank you for making trading so accessible and understandable!
@IrinaOrehova-nr3do
@IrinaOrehova-nr3do 23 күн бұрын
It is very impressive to see you trading binary options live. Really inspiring! Thank you!
@user-hu3qx8kk1o
@user-hu3qx8kk1o 14 күн бұрын
Learning alot from you. Thanks for explaining it very simple. Hope you will do better
@LukeBrickman-cz5pu
@LukeBrickman-cz5pu 20 күн бұрын
amazing, congratulations, you are really good, super professional! Greetings from Brazil!!!
@midwestcannabis
@midwestcannabis 22 күн бұрын
We love Steph❤❤❤❤
@codymercurio910
@codymercurio910 25 күн бұрын
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!
@NoahBacker-zp1zv
@NoahBacker-zp1zv 18 күн бұрын
Very important video worth watching
@OksanaMelnikova-tx6eu
@OksanaMelnikova-tx6eu 24 күн бұрын
make a video about which indicator we should use and what it sets.
@Isaacaguilar30
@Isaacaguilar30 26 күн бұрын
Steph is looking ripped !!
@farnio
@farnio 26 күн бұрын
and so are her loins
@syedarmaghanhassan4652
@syedarmaghanhassan4652 26 күн бұрын
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 26 күн бұрын
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 26 күн бұрын
@@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 26 күн бұрын
@@syedarmaghanhassan4652 You don't know what you are talking about. Please don't ever comment on anything financial with your IQ lol.
@UziGameGP
@UziGameGP 26 күн бұрын
@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 25 күн бұрын
Everyone’s an ”expert” 😂
@user-vf8bf5yc3g
@user-vf8bf5yc3g 23 күн бұрын
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.🌏
@chavruta2000
@chavruta2000 26 күн бұрын
They have been saying cybersecurity is the next big thing for 30 years
@syedarmaghanhassan4652
@syedarmaghanhassan4652 25 күн бұрын
Buhuhuhahahahahhaaha😜😜😜😋
@kurniawanms2
@kurniawanms2 24 күн бұрын
They will be right someday if they keep saying this for the next 30 years
@syedarmaghanhassan4652
@syedarmaghanhassan4652 24 күн бұрын
@@kurniawanms2 lol
@nsambataufeeq1748
@nsambataufeeq1748 25 күн бұрын
Cyber security is the real deal.
@zagree4454
@zagree4454 26 күн бұрын
no its not
@rickhayes-oh2zm
@rickhayes-oh2zm 26 күн бұрын
i wouldn't bet on the consumers. Inflation is pushing up spending #. Buying less paying more.
@ddjjggdd
@ddjjggdd 26 күн бұрын
Steph also said Nvidia is overvalued at $300, $500, $700 and consistently chose Broadcom over Nvidia lol
@UziGameGP
@UziGameGP 26 күн бұрын
She's a joke
@simrans3675
@simrans3675 25 күн бұрын
@@UziGameGP No one knows anything :-)
@johnc3886
@johnc3886 24 күн бұрын
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 24 күн бұрын
@@johnc3886 Hahaha - so true :-)
@kurniawanms2
@kurniawanms2 24 күн бұрын
@@johnc3886 all noises. ignore them. all analysts are dumb clueless.
@noeloleary3157
@noeloleary3157 25 күн бұрын
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.
@johngiovannucci3754
@johngiovannucci3754 26 күн бұрын
She missed Nvidia and now she’s coping with cybersecurity stocks 😂
@user-ef2yi6me1v
@user-ef2yi6me1v 23 күн бұрын
Ну ты больной чел!))) Такие завозы дичайшие ловишь, просто жесть)
@jon4823
@jon4823 26 күн бұрын
Cyber security is already priced in
@user-yq7rr9lh9c
@user-yq7rr9lh9c 26 күн бұрын
Not even close.
@thejeffinvade
@thejeffinvade 26 күн бұрын
left holding the bag?
@erickey7506
@erickey7506 24 күн бұрын
Buy BITCOIN 🎉
@Reaverstudios572
@Reaverstudios572 25 күн бұрын
nvidia is gonna be joining the cpu industry funny thing is intel will be making them lmao
@bdk88
@bdk88 21 күн бұрын
says the one who chose broadcom as opposed to NVIDIA. lol dont listen to a word
@harrychu650
@harrychu650 26 күн бұрын
Stephanie Link couldn't spell cybersecurity.
@LumenMichaelOne
@LumenMichaelOne 26 күн бұрын
😾 ... 🤜🤜🤜👾 ... 🤜🤜🤜🤜🤜🤜🤖🦹 😒 😾 ... 🤛🤛🤛👊👊👊🤜🤜🤜 💥💥💥💥💥💥 😾 ... 👊👊👊🤜🤜🤜🥴😵‍💫😵 🤕 No-problem Miss Stephanie Link ma'am ... 😁 ... ... ... 😌 😼 🐈
@rimm6584
@rimm6584 25 күн бұрын
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 26 күн бұрын
ok, time to exit cybersecurity
@smsfelipe
@smsfelipe 26 күн бұрын
Cybersecurity is a pretty boring business, should correct eventually
@w00deey12
@w00deey12 23 күн бұрын
cybersecurity is the same service as physical security. Ai is neither a product nor a service.
@MaksimDorofeev-um6xg
@MaksimDorofeev-um6xg 23 күн бұрын
this is fire u just gotta practice proper risk mgmt and do the verifications like trader said!! going 7-0 so far🏜
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