Investors / stance tracking
What Stephanie Link is saying
FollowFollowingUnfollowChief Investment Strategist, Hightower
68 dated public stances tracked since 2021-05-05, most recently 2026-11-02. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Stephanie Link's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Stephanie Link is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
68
tracked stances
43
themes
3
side flips
2026-11-02
last heard
Returns 90d -0.0% 40% correct · 25 calls · 180d +3.5% 45% correct · 11 calls · 1y +9.1% 57% correct · 7 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-07-21 | NVDA | bullish | +4.8% | — | — |
| 2026-07-21 | MU | bullish | -6.8% | — | — |
| 2026-07-03 | TGT | bullish | +25.2% | — | — |
| 2026-07-03 | NOW | bullish | +27.6% | — | — |
| 2026-07-03 | INDUSTRIALS | bullish | -8.9% | — | — |
| 2026-07-03 | AMZN | bullish | +1.7% | — | — |
| 2026-06-29 | long SBUX / long DKS | basket | -24.8% | — | — |
| 2026-06-25 | PWR | bullish | -11.6% | — | — |
| 2026-06-25 | META | bearish | -37.2% | — | — |
| 2026-06-25 | GEV | bullish | -12.3% | — | — |
| 2026-05-21 | long PWR / long ETN / long CAT / long VRT | basket | -4.7% | — | — |
| 2026-05-21 | VST | bullish | -4.1% | — | — |
| 2026-05-21 | TER | bullish | +7.4% | — | — |
| 2026-05-21 | ROK | bullish | -1.3% | — | — |
| 2026-01-16 | WFC | bullish | -7.6% | +0.1% | — |
| 2025-12-22 | META | bullish | -8.6% | -14.6% | — |
| 2025-12-11 | UBER | bearish | +12.3% | +17.6% | — |
| 2025-12-11 | ROK | bullish | -9.3% | +12.2% | — |
| 2025-10-03 | COF | bullish | +16.1% | -13.3% | -7.6% |
| 2025-09-05 | UBER | bullish | +0.0% | -15.8% | -19.6% |
| 2025-08-29 | AVGO | owns | +35.7% | +12.1% | +25.4% |
| 2023-03-07 | WFC | bullish | -8.3% | -5.1% | +32.6% |
| 2022-09-28 | AAPL | bearish | +13.1% | -6.0% | -14.6% |
| 2021-10-19 | HAL | bullish | +9.8% | +60.5% | +24.0% |
| 2021-05-05 | CTVA | bullish | -9.4% | -9.3% | +23.1% |
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| META | 3 | 2 bullish / 1 bearish | 2026-10-23 | |
| WFC | 3 | 3 bullish | 2026-10-13 | |
| AMZN | 2 | 2 bullish | 2026-10-23 | |
| AVGO | 2 | 2 bullish | 2026-10-16 | |
| FINANCIALS SECTOR | 2 | 2 bullish | 2026-07-06 | |
| INDUSTRIALS | 2 | 2 bullish | 2026-10-21 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-11-02
long INDUSTRIALS / short HEALTHCARE
pair
CNBC (uncut) · uncut_tv
Defensives have had a strong run and are now expensive again while cyclicals just reported phenomenal earnings in a 3.4% GDP, broad-based earnings-growth environment with rates coming down
“sell some of the defenses...now getting expensive again and find some of these cyclical companies that just reported phenomenal numbers”
CNBC uncut 2026-11-02 15:17 ET (5 min)
Micron should rebound because its valuation remains near five times earnings despite strong cash generation and more than $100 billion of secured business through 2030.
“I think it's just a matter of time that the stock does rebound.”
CNBC uncut 2026-10-27 12:20 ET (5 min)
UPS's focus on higher-margin packages and aggressive technology use is improving profitability while the shares offer a low valuation, high dividend yield, and exposure to a resilient U.S. economy.
“I think it's a great place to be.”
CNBC uncut 2026-10-27 12:30 ET (5 min)
Coca-Cola is delivering unusually strong revenue growth for a consumer-staples company through zero-sugar and sparkling products, global exposure, and competitive share gains.
“They really are sitting in the sweet spot.”
CNBC uncut 2026-10-27 12:30 ET (5 min)
GE Aerospace delivered a strong quarter, and the post-earnings share-price decline created an opportunity to add to the position.
“They had a great quarter and that stock fell on the news and I actually added more to that one.”
CNBC uncut 2026-10-27 12:30 ET (5 min)
Semiconductor stocks should follow strong earnings as hyperscaler spending continues, financing remains available and AI monetization improves.
“Earnings, stocks will follow the earnings, and I expect the semiconductors to have very good results.”
CNBC uncut 2026-10-27 12:05 ET (5 min)
2026-10-26
long NVDA / long AVGO / long MU
basket
CNBC (uncut) · uncut_tv
NVDA, AVGO, and MU have each underperformed the SOX by 50%-plus YTD despite strong earnings visibility; NVDA and AVGO both on track for ~$20-25 EPS in 18 months implying 15-16x multiples, and all three carry strong balance sheets versus debt-laden NeoCloud…
“both companies can actually do something close to $20 to $25 a share in earnings in the next year and a half”
CNBC uncut 2026-10-26 07:05 ET (5 min)
Zscaler is a laggard vs cybersecurity peers (up only 9% YTD vs 100%+ for CrowdStrike/Palo Alto), trades at a 50% discount to historical EV/sales, yet RPO growth is ~27% and ARR ~25%, with $15B TAM from existing customers alone
“Zscaler is trading at a 50% discount to its historical EV to sales ratio”
CNBC uncut 2026-10-26 07:10 ET (5 min)
Said again: 2026-10-27 (CNBC (uncut))
2026-10-23
long VRT / long GEV / long PWR
basket
CNBC (uncut) · uncut_tv
AI infrastructure build-out pullback of 30–50% is unwarranted — Vertiv, GE Vernova, and Quanta all have strong backlogs, improving margins, and market share gains ahead that the selloff ignores
“I don't think the fundamentals justify the pullback...I think they're buys now”
CNBC uncut 2026-10-23 12:23 ET (5 min)
2026-10-23
long MATERIALS / long FINANCIALS / long CONSUMER DISCRETIONARY / long HOUSING
basket
CNBC Fast Money Final Trade · video
Cyclical sectors are delivering 6% month-to-date gains on strong earnings and economic data, offering far better value than defensive plays masquerading as broadening
“I think there's much more value in the stocks that the sectors I just mentioned”
Shifting sentiment and sliding semis: The Investment Committee's strategy
Near-4 billion user base provides long monetization runway for Muse, OpEx came in better than feared, and 19x forward estimates is not a demanding multiple for the revenue growth on offer
“I want Muse to win. And I think Muse will win as they leverage almost 4 billion of users”
CNBC uncut 2026-10-23 12:18 ET (5 min)
AWS capacity has doubled and could accelerate growth from 37% to 42-43% YoY, retail margins are expanding, and the stock trades at only 17x forward estimates despite being the largest cloud provider
“I actually think AWS could accelerate from 37% growth last quarter to 42% or 43% because they have doubled their capacity”
CNBC uncut 2026-10-23 12:13 ET (5 min)
Said again: 2026-10-23 (CNBC (uncut)), 2026-10-29 (CNBC (uncut)), 2026-10-29 (CNBC (uncut))
2026-10-21
long NVDA / long AVGO / long MU
basket
CNBC (uncut) · uncut_tv
Nvidia, Broadcom and Micron should benefit from rising AI capital expenditures and data-center demand that continues to outstrip supply.
“I want to own good balance sheets—Nvidia, Broadcom and Micron.”
Closing Bell — 2026-10-21 (CNBC, full episode, ads cut)
Industrials exposed to data-center construction are attractive after falling roughly 30% while capital spending rises and demand exceeds supply.
“Those stocks are down 30%. Scott, I want to be buying them now.”
Closing Bell — 2026-10-21 (CNBC, full episode, ads cut)
Said again: 2026-10-27 (CNBC (uncut))
2026-10-21
FINANCIALS
owns
CNBC (uncut) · uncut_tv
Financials should participate in a broadening, earnings-supported rally rather than leaving market gains concentrated solely in AI stocks.
“I'm also adding to the financials.”
Closing Bell — 2026-10-21 (CNBC, full episode, ads cut)
ServiceNow remains down year-to-date despite a recent rally, presenting a recovery opportunity in enterprise software where valuations are still depressed
CNBC uncut 2026-10-16 14:01 ET (30 min)
Broadcom generates $14B per quarter in cash with a strong balance sheet and is being unjustly sold off alongside debt-heavy AI infrastructure names like CoreWeave and Oracle
CNBC uncut 2026-10-16 14:01 ET (30 min)
UnitedHealth beat earnings by 16% with 21% revenue growth, led by a returning CEO who put $25M of his own capital in, and the stock remains well below its highs despite a 37% recovery leaving meaningful upside
“revenues up 21% this year... The CEO has returned... bought $25 million of stock”
CNBC uncut 2026-10-16 14:01 ET (30 min)
SLB directly benefits from higher oil prices while its technology initiatives lower customer drilling costs, making it the preferred way to play oil services over a market-weight energy allocation
“I like what they're doing in terms of technology and for their customers, making them more productive”
CNBC uncut 2026-10-16 14:01 ET (30 min)
2026-10-15
long NVDA / long AVGO / long MU
basket
CNBC (uncut) · uncut_tv
Nvidia, Broadcom, and Micron are healthy cash generators with strong balance sheets that are being indiscriminately sold with the leveraged AI names despite unchanged $1T hyperscaler capex, creating buying opportunities
“Nvidia and Broadcom, Micron...very healthy companies that are getting caught up in this...concern”
CNBC uncut 2026-10-15 12:01 ET (30 min)
2026-10-15
long NVDA / long AVGO / long MU
basket
CNBC Halftime Committee · video
NVDA, Broadcom, and Micron are cash-generating businesses with healthy balance sheets that have sold off indiscriminately alongside debt-laden AI capex players like CoreWeave and Oracle, creating an asymmetric buying opportunity
“cash generators that are actually down just as much that are opportunities”
The AI trade in focus: Altimeter's Brad Gerstner joins 'Halftime Report' live in San Francisco
2026-10-15
long NVDA / long AVGO / long MU / long ADI
basket
CNBC Halftime Final Trades · video
Nvidia, Broadcom, Micron, and Analog Devices are healthy cash-generating AI infrastructure companies with strong balance sheets that have been indiscriminately sold off alongside debt-laden peers like Oracle, creating a valuation gap that should close as the…
“you've got cash generators that are actually down just as much that are opportunities”
JOSH BROWN'S AI WARNING — What the Charts Really Show (10/15)
The US economy continues growing above 3% with consumer and labor strength justifying a valuation catch-up trade in non-AI sectors that have lagged the concentrated AI rally
“jobless claims four week moving average of 198,000, the lowest level since 1969”
The AI trade in focus: Altimeter's Brad Gerstner joins 'Halftime Report' live in San Francisco
Said again: 2026-10-26 (CNBC (uncut))
Wells Fargo's turnaround is materializing — NIM beat, expenses and provisions both came in below expectations — and with the asset cap now lifted the stock can begin capturing market share while trading at only 1.5x book after being down 10% on the year.
“I think Wells is the better buy. It's also a lot cheaper.”
Hightower's Stephanie Link on the key takeaways from big bank earnings
Said again: 2026-10-15 (CNBC (uncut)), 2026-10-15 (CNBC Halftime Final Trades)
2026-10-13
Ai Infra
bullish
Stephanie Link (newest) · video
AI capex from hyperscalers ripples through the full food chain — data center builders, grid infrastructure, and power providers — creating broad sector tailwinds that combine with a resilient consumer to extend the cycle.
“it's not just capex spend from the hyperscalers, it's data center makers, it's the grid, it's power”
Hightower's Stephanie Link on the key takeaways from big bank earnings
2026-10-06
long ENERGY / long BANKS / long XLU / long MATERIALS SECTOR
basket
CNBC Fast Money Final Trade · video
Energy, financials, utilities, and materials sectors were all sold indiscriminately down 7-8% in September alongside rate-sensitive names, creating broad-brush value as the market broadens beyond mega-cap tech
“that's where I think your value is”
Stocks hit record highs: Your next move
2026-10-06
long INDUSTRIALS / long BANKS / long XLU / long MATERIALS SECTOR
basket
CNBC Halftime Final Trades · video
XLI, XLF, XLU, and materials fell 7-8% in September on a broad-brush rate selloff despite solid underlying earnings, creating value ahead of the expected broadening out from mega-cap tech
“that's where I think your value is”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
2026-10-06
AI POWER AND GRID COMPANIES
bullish
CNBC Fast Money Final Trade · video
Nine power deals worth over $25 billion since January will drive better backlogs and orders for companies in the AI data center power food chain, even as their stocks are still down
“the food chain of AI should do better”
Stocks hit record highs: Your next move
2026-10-06
CONSUMER SECTOR STOCKS
bullish
CNBC Fast Money Final Trade · video
Consumer spending remains resilient and declining oil and interest rates would provide an additional upside catalyst to this beaten-down sector
“I do think the consumer continues to do their thing. They're consuming.”
Stocks hit record highs: Your next move
2026-10-06
POWER AND GRID INFRASTRUCTURE STOCKS
bullish
CNBC Halftime Final Trades · video
Nine power deals worth over $25B this year tied to data center buildout should drive better backlogs and orders for power and grid companies, yet the stocks are down despite improving fundamentals
“We've had nine power deals this year since January. Over $25 billion worth of power deals.”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
EQT is positioned to win as natural gas demand strengthens, particularly as data center power buildout increases gas consumption
“EQT, natural gas winner”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
Said again: 2026-10-16 (CNBC (uncut))
Starbucks is in the early stages of its turnaround under Brian Nickel — traffic inflecting to mid-single-digit growth, comps expected +5% next year, margins expanding from ~11.7% to ~15%, supporting $6/share earnings power that makes the stock not expensive
“this is a $6 a share earnings power story, and I don't think it's all that expensive”
CNBC HALFTIME REPORT SEPTEMBER 10 2026 | FEATURING JOSH BROWN'S BEST STOCKS IN THE MARKET
Said again: 2026-10-16 (CNBC (uncut))
30-year fixed mortgage at 6.8% is far above the 5–5.5% threshold needed to unlock demand, and the housing market is frozen with single-family starts down 16% year-over-year, destroying the bull case for earnings re-rating
“when Home Depot says that the housing market is frozen, that's the reality”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
Bank of America posted an exceptional quarter with 15% revenue growth, 17% ROCE, and 660bps of operating leverage, winning on both net interest income and fee diversification including 50% growth in investment banking fees
“I haven't seen 15% revenue growth, ROCE, 17%, operating leverage 660 basis points”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
Said again: 2026-10-16 (CNBC (uncut))
The 'Beauty Reimagined' restructuring is expected to deliver 3–5% organic growth and 12.5–13% operating margins in fiscal 2027 guidance, while depressed expectations (stock down significantly YTD) provide a low-risk entry
“I feel pretty good at least on the long term”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
2026-08-18
INFL
bullish
CNBC Halftime Final Trades · video
INFL ETF provides simultaneous offensive and defensive inflation exposure through holdings in exchanges, metals, and low-capex energy companies, offering balance across different rate and commodity scenarios
“I like this for offense and defense. It owns the exchanges with Joe — metals and low capex energy names”
TOM LEE'S NEW PREDICTIONS FOLLOWED BY HALF TIME AND ICHIMOKU ANALYSIS 08/18
Timken is a new buy down 11% with early-innings automation and robotics exposure, an industry leadership position, a self-help restructuring targeting 700bps gross margin expansion, and a path to 55% earnings growth by 2028 at 15x forward estimates
“I think we're in very early innings in that particular theme with huge total addressable market. They're the industry leader.”
CNBC halftime report August 13, 2026 | Nvidia, Micron, Amazon, Microsoft, Cerebras Systems & more
2026-08-13
SPACEX
owns
CNBC Halftime Final Trades · video
SpaceX posted 92% revenue and 191% EBITDA growth with all segments beating, the connectivity division doubled subscribers and generated $14B in quarterly AI commitments, and connectivity alone is on track to become a $60B annual business
“I just keep buying. It's very compelling given the growth. And my time horizon is long-term.”
CNBC halftime report August 13, 2026 | Nvidia, Micron, Amazon, Microsoft, Cerebras Systems & more
Said again: 2026-10-06 (CNBC Halftime Final Trades), 2026-10-27 (CNBC (uncut))
Nvidia has underperformed its peer group by 53% YTD and trades at 18x forward earnings—its cheapest since 2019—while revenues grow in the 80s%, gross margins hold in the 70s%, and free cash flow is set to double by end of next year, with GPU market dominance…
“It trades at 18 times forward estimates. That's the cheapest it's traded at since 2019”
90d +4.8%
Trade Tracker: Stephanie Link buys Micron and more Nvidia
Said again: 2026-10-16 (CNBC (uncut))
Micron is down 24% from highs while fundamentals remain strong—16 deals signed last quarter generating $100B in RPO give visibility, the market is structurally short memory and compute which sustains pricing power, and the company has ~$40/share in earnings…
“I think it's going to be stronger for longer... we are short memory, we are short compute”
90d -6.8%
Trade Tracker: Stephanie Link buys Micron and more Nvidia
Said again: 2026-08-13 (CNBC Halftime Final Trades), 2026-10-16 (CNBC (uncut))
2026-07-06
CONSUMER DISCRETIONARY SECTOR
bullish
CNBC Television · video
Oil prices down 40% from highs reduces input costs for consumer discretionary companies while the employed consumer with 4–4.5% wage growth sustains spending
“especially discretionary with oil prices down 40% from the highs”
Hightower's Stephanie Link: We're in the early stages of the AI boom
2026-07-06
TECHNOLOGY SECTOR
bullish
CNBC Television · video
We are in the early stages of the AI boom and technology is the primary beneficiary, with the sector driving 20%+ earnings growth this year
“I think we are in the early stages of the AI boom”
Hightower's Stephanie Link: We're in the early stages of the AI boom
2026-07-06
FINANCIALS SECTOR
bullish
CNBC Television · video
Peak inflation and a healthy consumer economy create a favorable backdrop for financials as earnings broaden beyond technology
“you want to own tech, but you also want to own industrials, financials”
Hightower's Stephanie Link: We're in the early stages of the AI boom
These sectors trade at attractive valuations relative to history and should lead the market into year-end, supported by above-trend economic growth, a resilient consumer, 8% loan growth (best in 3 years), and AI-adjacent infrastructure demand
“the valuations in industrials in financials especially in discretionary are very attractive”
90d -8.9%
CNBC HOST PUTS TOM LEE ON THE HOT SEAT + Josh Brown's Top picks in 1st segment(07/02)
Said again: 2026-07-06 (CNBC Television), 2026-09-10 (CNBC Halftime Final Trades)
ServiceNow has derated to 23x forward estimates versus its 5-year average of 54x while still growing revenues 20%, subscription revenue 21%, and EPS 20% with mid-70s gross margins — mission-critical workflow automation that enterprises cannot cut
“the riskreward is so good here now”
90d +27.6%
CNBC HOST PUTS TOM LEE ON THE HOT SEAT + Josh Brown's Top picks in 1st segment(07/02)
Said again: 2026-08-18 (CNBC Halftime Final Trades)
Amazon has derated to 23x forward earnings (vs 5-year avg 34x, 10-year avg 45x) and 11x EBITDA while AWS grows 28%, the ad business targets $100B revenue by 2030, and a custom-chip business adds a potential new $100B revenue stream
“it's strictly on valuation. It is derated. It's at 23 times forward estimates”
90d +1.7%
CNBC HOST PUTS TOM LEE ON THE HOT SEAT + Josh Brown's Top picks in 1st segment(07/02)
First-hand channel checks in LA confirm strong product quality and store traffic; same-store sales are positioned to grow mid-single digits; the stock trades at only 16x forward estimates after prolonged underperformance
“the product is great. The traffic is strong”
90d +25.2%
CNBC HOST PUTS TOM LEE ON THE HOT SEAT + Josh Brown's Top picks in 1st segment(07/02)
Said again: 2026-08-18 (CNBC Halftime Final Trades)
2026-06-29
long SEMICONDUCTOR STOCKS / long SOFTWARE STOCKS
basket
CNBC Halftime Final Trades · video
Tech sector leadership oscillates between semis and software on a near-daily basis, so owning both avoids whipsaw while capturing AI-driven growth across the full stack
“I think you just call it a day and own both of them, have a basket”
'Halftime' traders debate the market setup for the next half of 2026
2026-06-29
long SBUX / long DKS
basket
CNBC Halftime Final Trades · video
Best-in-class discretionary names like Starbucks and Dick's are being indiscriminately sold in a sector-wide drawdown, creating entry opportunities in high-quality franchises
“I think you're getting opportunities to get some really best-in-class companies, like Starbucks or Dick's”
90d -24.8%
'Halftime' traders debate the market setup for the next half of 2026
Quanta Services' total addressable market has expanded from $960B to $2.4T between now and 2030; 70% of its customers are utility companies providing revenue stability; conservative management is underpricing its own opportunity
“their total addressable market has gone from 960 billion between now and 2030 to 2.4 trillion dollars”
90d -11.6%
CNBC HOST GRILLS TOM LEE (06/25) Stock Market Analysis by Blue Cloud Trading
Said again: 2026-07-28 (CNBC Halftime Final Trades)
Meta's free cash flow is falling as the company accelerates AI spending and taps both debt and equity markets to fund it — the path to shareholder return has deteriorated, reducing this from a core to a small residual position
“I actually sold Meta... after more rumors were that they were going to spend more and more... Free cash flow is falling”
90d -37.2%
CNBC HOST GRILLS TOM LEE (06/25) Stock Market Analysis by Blue Cloud Trading
Said again: 2026-08-18 (CNBC Halftime Final Trades)
Hyperscalers are spending $800B on CapEx in 2026 rising to $1.6T in 2027; data centers take 3 years to build and the grid is decades old — companies with record backlogs growing 35-40% YoY versus the historical 5-10% norm are structural winners regardless of…
“backlogs have never been larger... on average up 35 to 40% in backlog growth and it's only going higher”
90d -12.3%
CNBC HOST GRILLS TOM LEE (06/25) Stock Market Analysis by Blue Cloud Trading
2026-05-21
long PWR / long ETN / long CAT / long VRT
basket
CNBC Halftime Final Trades · video
Nvidia's earnings confirm AI hyperscale capex is accelerating (up 115% YoY), lifting power, infrastructure, and industrial names whose combined average backlogs rose 34% YoY—far above the historical 3-5% rate—making them the cleaner derivative trade on AI…
90d -4.7%
How investors can trade AI after Nvidia's earnings report
Nvidia's physical AI revenue hit $9B and AI/industrial enterprise revenue rose 74% YoY, directly driving demand for industrial automation where average backlogs are up 34% YoY versus the historical 3-5% norm
“I am inclined to buy more Rockwell Automation or Teradyne in the technology world.”
90d -1.3%
How investors can trade AI after Nvidia's earnings report
Vistra Energy has significantly lagged the AI infrastructure build-out despite power demand from data centers being a structural tailwind, making it an attractive catch-up candidate in the space
“That stock actually has lagged this space in a big way and it's certainly on my radar screen.”
90d -4.1%
How investors can trade AI after Nvidia's earnings report
Post-Nvidia earnings AI capex visibility extends into semiconductor test equipment as physical AI and robotics production ramps, with industrial backlogs broadly running at multi-decade highs
“I am inclined to buy more Rockwell Automation or Teradyne in the technology world.”
90d +7.4%
How investors can trade AI after Nvidia's earnings report
Wells Fargo's pending asset cap removal in 2026 is a structural catalyst that will allow it to take market share, and strong Q results across big banks confirm the setup
“Wells Fargo has a new beginning with the asset cap for 2026. They're going to take market share”
90d -7.6% · 180d +0.1%
Final Trades: Baker Hughes, Honda Motor, Wells Fargo and the KRE
Meta is still 6% off highs, wins from AI in its ad and messaging businesses, metaverse cost cuts add ~$2/share in earnings, and the stock trades at only 18x 2027 estimated EPS of $36-$38 while growing earnings 20% and revenues 26%
“I think this company can actually deliver 36 to $38 a share by 2027”
90d -8.6% · 180d -14.6%
Tom Lee: What 2026 Could Mean for Your Portfolio?
2025-12-22
FINANCIALS SECTOR
bullish
Tom Lee · video
Deregulation and excess capital return are not priced in, a steepening yield curve boosts net interest income, and loan growth is at a 9-week high, while stocks like Capital One trade at 12x and Bank of America at 1.4x book
“financials are going to be the sector leader next year”
Tom Lee: What 2026 Could Mean for Your Portfolio?
Rotated proceeds from Uber into Rockwell Automation, seeing more near-term upside potential over the next 6–12 months versus Uber's competitive headwinds
“I think there's just a lot more upside in a Rockwell Automation for the next, say, 6 to 12 months”
90d -9.3% · 180d +12.2%
Trade Alert: Stephanie Link sells Uber
Showing the 60 most recent of 68 tracked stances.
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