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Since they said it
8 directional calls with a price to read (7 bullish, 1 bearish). 1 week later, with the call in 5 of 8; 1 month later, with the call in 2 of 4. Prices as of 2026-09-10. Three fixed windows, the same for every call, always shown together: one week, one month, three months after the first close that followed the tape. What the market did, not a score: a call can have a different horizon, and a view with no number or deadline is never graded here.
S&P 500 from 2026-06-08 to 2026-09-10 · ▲ bullish · ▼ bearish · dot = the close that day
Date
Market
Call
What was said
1 week
1 month
3 months
2026-08-17
from 7,692
S&P 500
Bullish
10 out of 11 sectors saw growth last quarter, this past quarter, seven out of 11 saw double digit growth
Stephanie Link (Hightower) tells Andrew Ross Sorkin the Atlanta Fed's 5.8% is too high but US growth is accelerating from last quarter on AI capex and a consumer that keeps spending.
I don't think we're growing that fast, Andrew, but I do think we directionally we're accelerating from last quarter.
Stephanie Link (Hightower) tells CNBC earnings growth was broad (10 of 11 sectors grew, 7 double-digit), so investors should not fight the economic momentum.
10 out of 11 sectors saw growth last quarter, this past quarter, seven out of 11 saw double digit growth
Stephanie Link (Hightower) tells CNBC she stays fully invested and expects the market to grind higher into the end of 2026 on roughly 20% earnings growth.
And I think we grind higher into the end of the year because I think earnings may not grow at 50 percent, but they're still going to grow. I think 20.
Stephanie Link (Hightower) tells CNBC Amazon is the best-positioned Magnificent Seven name, citing AWS growth accelerating to 38% and ~9% retail comps.
I think Amazon is the best position because I think they can win in very, very many ways.
Stephanie Link (Hightower) tells CNBC she bought Nvidia for the first time: cheapest since 2019, 85% revenue growth, 75% margins and free cash flow set to double.
And they're growing like gangbusters, like 85 percent revenue growth. Margins are 75 percent. They're going to double free cash flow.
Stephanie Link (Hightower) tells CNBC she bought SpaceX at the IPO and has kept buying after a ~30% pullback, accepting heavy capex because the company sees monetization within a year.
And I also bought SpaceX and I have been buying SpaceX. I bought it in during the IPO and it's pulled back about 30 percent.