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Stephanie Link, managing director and portfolio manager at Hightower Advisors, questions the strategy of buying a stock before it demonstrates growth, margin expansion, or solid execution.
She expresses skepticism about making investment decisions without these fundamental drivers.
Link previously attributed gains in major indexes to strong GDP, earnings growth, and margin expansion in the SPX and QQQ. She has also highlighted resilience among cybersecurity names PANW, CRWD, and FTNT following year-to-date gains in the sector driven by AI developments in a recent note. The focus on measurable drivers remains central to her market outlook.