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Stephanie Link

Chief Investment Strategist, Hightower Advisors · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorexecutiveanalyst@Stephanie_Link ↗hightoweradvisors.com ↗

Stephanie Link is Chief Investment Strategist and Portfolio Manager at Hightower Advisors, leading investment solutions across multiple equity strategies. She previously led global equities research at Nuveen, served as Chief Investment Officer at TheStreet, and regularly provides market commentary as a contributor on CNBC.

12statements → 12claims → 5claims resolved → 60%fully supported → 3.58/5average certainty → 1.92/5average debate potential → ≈4.0/5argument clarity, estimated → 2said about them ↓

3 supported 1 partly supported 1 contradicted 2 not yet assessed 5 not checkable as stated how the 12 claims stand · each chip opens the sources

8 predictions · 4 assertions · every statement was checked. The predictions and assertions are the 12 claims: statements the public record can support or contradict. 5 are resolved, 2 are not yet assessed, and 5 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Stephanie argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Link: Apple's forward P/E multiple expanded from 26x to 35x
“I think the stock got as much as low as 26 times forward estimates. And today we're at 35 times forward estimates.”
Stephanie Link Oct 23, 2024 ▶ 13:20 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Their most notable contradicted claim

Prediction Didn’t hold up
Link: Amazon will generate $48B in free cash flow in 2024
“They are gonna generate free cash flow this year of forty eight billion dollars, so let's just put that to bed right there.”
Stephanie Link Oct 23, 2024 ▶ 43:09 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
75% certainty 3
67% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Stephanie Link on measured tape to publish a rate. This says nothing about how they speak.

Everything Stephanie Link said on Big Technology that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Partly held up
Link: Trump election victory will trigger selloffs in Apple and semis
“I think the initial knee-jerk reaction will be sell Apple, sell semiconductors and in spades, because they've all done so well over the last several years even with the President Biden's tariffs, because we know that he kept a lot of tariffs on, but, you know,…”
Stephanie Link Oct 23, 2024 ▶ 24:37 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Open · timeframe Oct 2029
Link: Amazon will deliver ~20% 5-year CAGR, beating Meta and Google
“And I think you're going to see a CAGR of about 20% for the next five years at this company versus Meta at 13% and versus Google at 12.8%.”
Stephanie Link Oct 23, 2024 ▶ 44:22 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Not checkable as stated
Link: iPhone 17 and 18 will be stronger upgrade cycles than 16
“I think that maybe 17 and 18, I feel really good about those phones. I'm not so sure that 16 is going to be the blow away, but the expectations are still kind of muted.”
Stephanie Link Oct 23, 2024 ▶ 8:03 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Open · timeframe Dec 2030
Link: AWS and advertising will reach 31% of Amazon's revenue by 2030
“AWS Growing 19, 20% with 33% margins. You have advertising growing up low double digits with 50% margins, and collectively those two businesses are, right now, they are about 24% of total revenue. That's gonna get to 31% by the end of this decade”
Stephanie Link Oct 23, 2024 ▶ 43:54 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Not checkable as stated
Link: AI will be an absolute home run for Apple's app business
“Now, long-term services, I do think is going to be a home run. I think AI is going to be an absolute home run for the apps business.”
Stephanie Link Oct 23, 2024 ▶ 8:39 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Not checkable as stated
Link: The top five cybersecurity vendors will consolidate and grow larger
“And so I think you're going to see massive consolidation of like the big five get even bigger and bigger over time because they need to offer more services and products to their customers that do talk to each other.”
Stephanie Link Oct 23, 2024 ▶ 22:28 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Not checkable as stated
Link: $4 trillion will be spent on energy grid by 2050
“We are going to spend four trillion dollars between now and 20 50 on the whole energy part of the cycle.”
Stephanie Link Oct 23, 2024 ▶ 38:53 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Didn’t hold up
Link: Amazon will generate $48B in free cash flow in 2024
“They are gonna generate free cash flow this year of forty eight billion dollars, so let's just put that to bed right there.”
Stephanie Link Oct 23, 2024 ▶ 43:09 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Assertion Supported
Link: Apple's forward P/E multiple expanded from 26x to 35x
“I think the stock got as much as low as 26 times forward estimates. And today we're at 35 times forward estimates.”
Stephanie Link Oct 23, 2024 ▶ 13:20 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Assertion Supported
Link: Apple targets manufacturing one in four iPhones in India
“Tim Cook makes one iPhone for every seven in India, and his goal is to get from one iPhone to every four in India”
Stephanie Link Oct 23, 2024 ▶ 18:16 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Assertion Not checkable as stated
Link: Big hyperscalers will invest $241B in 2024 and $278B in 2025
“You've got the hyper, the big hyperscalers that are actually going to invest two hundred and forty one billion dollars this year. That's up 41%. And next year up two hundred and seventy eight billion. That's up 17%.”
Stephanie Link Oct 23, 2024 ▶ 37:48 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Assertion Supported
Link: Amazon trades cheaper than Apple at 32x forward earnings vs 35x
“Well, it is trading cheaper than Apple. It's a 32. Forward and apples at 35 times.”
Stephanie Link Oct 23, 2024 ▶ 47:31 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

The other half of the tape: Stephanie Link's own voice is left out of every number here. Other people bring the name up 2 times in 2 episodes on Big Technology. every mention, with the transcript →

Who brings them up most Alex Kantrowitz 2

Every mention by year

tap a year for its mentions
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01120252026episodes it came up in
000.50.51120252026episodesmentions per episode
2026 1 mention in 1 episode
2025 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Oct 23, 2024 21m
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