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Stephanie Link

Mentioned in 2 analyzed podcast episodes across 2 shows

Appears On

Morning Call Halftime Report

Episode Appearances

Morning Call · May 6, 2026

Morning Call 5/6/26

“Analyzes economic fundamentals, AI infrastructure investment theme, industrial and utility stock opportunities”

U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)

Halftime Report

Halftime Report · May 5, 2026

Strong Earnings Lift Stocks: How You Should Trade it 5/5/26

“Analyzes earnings growth, margin expansion, and industrial/robotics opportunities; owns Rockwell, Eaton, Target”

S&P 500 Year-End Valuation TargetsAI CapEx Spending and Hyperscaler InvestmentMemory Chip Shortage and Semiconductor Valuations