Prediction certainty 4/5 debate potential 2/5

Link: AI will be an absolute home run for Apple's app business

Stephanie Link · The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link · Oct 23, 2024 · at 8:39

Stephanie Link, chief investment strategist at Hightower Advisors, explains why she remains structurally bullish on Apple's long-term services revenue.

0:00 / 0:05exact quote · 6.0s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“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.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Stephanie Link

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: 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
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.