Stephanie Link, chief investment strategist at Hightower Advisors, discusses how proposed trade tariffs under a second Donald Trump presidency would impact major tech and consumer stocks.
“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, you listen to what Trump is saying, and he's talking about doubling and tripling the tariffs over there, so, and it's not going to just be technology.”
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More from Stephanie Link
PredictionOpen · 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 LinkOct 23, 2024▶ 44:22The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
PredictionNot 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 LinkOct 23, 2024▶ 8:03The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
PredictionOpen · 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 LinkOct 23, 2024▶ 43:54The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
PredictionNot 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 LinkOct 23, 2024▶ 8:39The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
PredictionNot 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 LinkOct 23, 2024▶ 22:28The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
PredictionNot 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 LinkOct 23, 2024▶ 38:53The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
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