Cybersecurity is going to be just as big as AI, says Hightower's Stephanie Link
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- Опубліковано 2 чер 2024
- 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.
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!
Stephanie ❤ Great on The Compound. Agree totally on cyber security theme.
Right on brother
You are a genius trader .From korea with love🍈
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!
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.
@@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..
@@syedarmaghanhassan4652 You don't know what you are talking about. Please don't ever comment on anything financial with your IQ lol.
@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.
Everyone’s an ”expert” 😂
I always find your tips very helpful and applicable. Thank you for making trading so accessible and understandable!
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!
It is very impressive to see you trading binary options live. Really inspiring! Thank you!
Learning alot from you. Thanks for explaining it very simple. Hope you will do better
They have been saying cybersecurity is the next big thing for 30 years
Buhuhuhahahahahhaaha😜😜😜😋
They will be right someday if they keep saying this for the next 30 years
@@kurniawanms2 lol
amazing, congratulations, you are really good, super professional! Greetings from Brazil!!!
We love Steph❤❤❤❤
make a video about which indicator we should use and what it sets.
Steph also said Nvidia is overvalued at $300, $500, $700 and consistently chose Broadcom over Nvidia lol
She's a joke
@@UziGameGP No one knows anything :-)
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.
@@johnc3886 Hahaha - so true :-)
@@johnc3886 all noises. ignore them. all analysts are dumb clueless.
Steph is looking ripped
!!
and so are her loins
Very important video worth watching
She missed Nvidia and now she’s coping with cybersecurity stocks 😂
no its not
Cyber security is the real deal.
i wouldn't bet on the consumers. Inflation is pushing up spending #. Buying less paying more.
Ну ты больной чел!))) Такие завозы дичайшие ловишь, просто жесть)
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.🌏
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.
left holding the bag?
Stephanie Link couldn't spell cybersecurity.
😾 ... 🤜🤜🤜👾 ... 🤜🤜🤜🤜🤜🤜🤖🦹
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😾 ... 🤛🤛🤛👊👊👊🤜🤜🤜 💥💥💥💥💥💥
😾 ... 👊👊👊🤜🤜🤜🥴😵💫😵
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No-problem Miss Stephanie Link ma'am ... 😁 ... ... ... 😌
😼
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Cyber security is already priced in
Not even close.
nvidia is gonna be joining the cpu industry funny thing is intel will be making them lmao
says the one who chose broadcom as opposed to NVIDIA. lol dont listen to a word
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 ???
ok, time to exit cybersecurity
Cybersecurity is a pretty boring business, should correct eventually
Buy BITCOIN 🎉
cybersecurity is the same service as physical security. Ai is neither a product nor a service.
this is fire u just gotta practice proper risk mgmt and do the verifications like trader said!! going 7-0 so far🏜