Stephanie Link, Chief investment strategist, Hightower

Is soaring on earnings: they beat and raise. Their signature disease test outperformed and boasts a total addressable market of $7 billion. They are tops in this space. Great managers.

They had a blowout quarter: earnings +70%, revenues +41%, and backlog +59%. They are in the sweet spot of electrification and EV's. Buy on weakness.

FAA to inspect 737 jets for possible cracks. Not great news, but she thinks they will eventually fix them. But they are increasing production, free cash flow, margins are expanding again. Organic growth is 8%.

Lock-up expiration was yesterday. She bought more, adding to her long-term holding. The earnings report was excellent across all segments. EBITDA was up. She understands why the stock fell on the news--all their spending plans--but the payback in the AI segment will be within a year. They're doubling subscribers. They beat operating margins. They had $14 billion in cloud service agreements this quarter alone, and she expects $60 billion annually in the future.

It has $20 EPS power. AVGO's AI semi pipeline is $100 billion. MU is a new position for her, small and volatile, but they have $100 billion in bookings for the rest of the year, a lot of contracts. They're in the sweet spot of the AI memory shortage.

It has $20 EPS power. AVGO's AI semi pipeline is $100 billion. MU is a new position for her, small and volatile, but they have $100 billion in bookings for the rest of the year, a lot of contracts. They're in the sweet spot of the AI memory shortage.

She just bought it now for its cheap valuation at 18x. It's cheaper than Colgate or Hershey which has 3% organic growth, while Nvidia has posted 85% total revenue growth. Look at their backlog and customer base. Gross margins are around 75%. Free cash flow will double next year.

Trades at 17x PE. The turnaround is working with comps at 5.6%. Traffic grew 4.5% last quarter which bodes well for the upcoming quarter.

Are doing great cost cuts and have pricing power. Shares were down, because they grew organically 18% vs. the expected 24%. They raised organic growth for the end of the year. Great managers.

She added more Starbucks as same-store sales accelerate. Their Green Apron program is working. They're seeing cost savings and benefits from tariffs. Bought more because of 14.4% operating margin which beat easily. She forecasts $6 in EPS power.

Despite this pullback, she's still not interested. Trades at a high 32x forward PE. We don't know when gross margins will trough. Services division are slowing. Overall, the quarter was fine, but is still not cheap.

AWS, retail and ads all accelerated in growth while profits hit a record high with operating margins of 13.7%. AWS contributes 61% of operating income and is accelerating rapidly. Has lots of momentum. Even if you cut the backlog in half, you still see outsize growth and market share gains. It gives her confidence in the AI space for Amazon.