Stephanie Link | Personal

Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.

[Stephanie Link @Stephanie_Link]

Ladies - enjoy this magical time and the fact that you can have it all -- motherhood and career. We are celebrating you.

[Stephanie Link @Stephanie_Link]

Interesting - more friendliness to bank system:
https://t.co/6nfdI3IfHs

[Stephanie Link @Stephanie_Link]

$META continues to add more AI exposure as it has been one of few tech cos that have seen monitization. Last Q AI Ads grew 16% and led to 7% increase in time spent at FB and 6% at Insta.

[Stephanie Link @Stephanie_Link]

$ETN: will buy Ultra PCS for $1.55B or 20x EBITDA - for more aerospace exposure. EBITDA margins "north of 30%" & EBITDA of $75m. Expect more deals w new CEO in Electrical and Aero. Nicely done for a start. #aerospace #electrification

BTW - my first "only verified accts can reply" - i tried unsuccessfully to get the system better. Thanks friends for the suggestion.

@elonmusk

[Stephanie Link @Stephanie_Link]

India CPI inflation softened further to 2.8% y/y in May, from 3.2% in April, the lowest since February 2019, and lower than expected. $INDA

https://t.co/jVYjoaQqZa

[Stephanie Link @Stephanie_Link]

Sad passing of one of the greats in music history - Brian Wilson of The Beach Boys. The band had 30 singles in the Top 40 and worldwide sales of more than $100 million - not 2025 inflation adjusted.

Source: AP News https://t.co/E9cylBQcK1

[Stephanie Link @Stephanie_Link]

NFIB Small Business Optimism increased for the first time this year - up 3pt to 98.8.
https://t.co/Kjdy1jtLPI

[Stephanie Link @Stephanie_Link]

Have a nice weekend all! I wish my star all the best this weekend at graduation. Love you mostest Smiley. Enjoy Rascal Flatts - My wish

[Stephanie Link @Stephanie_Link]

Always an enjoyable discussion with a few ideas @SquawkCNBC @JoeSquawk

[Stephanie Link @Stephanie_Link]

$WFC - Finally the asset cap lift.

Back to business.

[Stephanie Link @Stephanie_Link]

Not sure $NKE ‘did it’
at French Open.

[Stephanie Link @Stephanie_Link]

Have a nice weekend to my friends on Twitter and not to the bots.

Enjoy John Splithoff - Far From Here

[Stephanie Link @Stephanie_Link]

$GAP: Old Navy & Gap strong SSS & increased share - 78% of TR. ON at full price - who is doing that?

Company OM 140bps y/y & GM 60bps y/y. Have now gained industry share for 9 consecutive Qs.

EPS season is opportunity season.

[Stephanie Link @Stephanie_Link]

M&A and IPOs are quietly happening. Today's $CRM of $INFA - which has 5K customers - helps to build on the AI momentum at the firm. And 5x EV/Revs, 21.5x EPS will be accretive to OM, EPS and FCF in 2 yrs.

$XLF $XLI $XLK

[Stephanie Link @Stephanie_Link]

AI is everywhere but still under appreciated within the industrial side of the economy.

$ROK taps $NVDA to bring AI to its bots

https://t.co/Orwi82TX2f via @ManufactureDive

[Stephanie Link @Stephanie_Link]

$SNOW $PANW https://t.co/qBl40Dd9VJ

[Stephanie Link @Stephanie_Link]

$SNOW: Clean beat/raise - EPS +71%, TR +26%, Product Rev + 26%, cRPO +34%. Product rev of $53m vs $43m Q/Q shows the momentum. 8% margin guide - can get to 15% over time.

[Stephanie Link @Stephanie_Link]

A lot of great information in this article about global power demand https://t.co/QU2yN3l1jN

[Stephanie Link @Stephanie_Link]

My $UNH fundamental rationale on adding to $UNH @CNBC ⁦@HalftimeReport⁩ https://t.co/NiTHFmEotF

[Stephanie Link @Stephanie_Link]

$SBUX - a page out of $YUM back in the day. https://t.co/G8OJrDKykV