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Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights quantum computing as a critical theme for the next decade. The IBM CEO is cited as a leading advocate and beneficiary in the space, with a total addressable market of $1.3 trillion.
Link has previously covered tech sector earnings, noting Snowflake’s 34% year-over-year product revenue growth and a new $6 billion Amazon partnership. She has also reported on SLB’s digital strategy as management targeted 10-15% compound annual growth for digital revenue through 2030. These updates reflect her focus on digital transformation and growth themes across industries.