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Stephanie Link

ExecutiveLean Right

Stephanie Link is the chief investment strategist at Hightower Advisors.

Notable Quotes

"Not what ADBE needs… maybe they have a CEO candidate in place/waiting on bringing in their own people. I would expect more senior management to depart with a new CEO."
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"Not what ADBE needs… maybe they have a CEO candidate in place/waiting on bringing in their own people. I would expect more senior management to depart with a new CEO."
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"Working with Elliott is a positive signal."
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""It's really about hyperscaler capex spend and, to some degree, early signs of better monetization - particularly from Alphabet - versus the broader AI 'food chain,' which includes data centers, grid and power.""
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""It's really about hyperscaler capex spend and, to some degree, early signs of better monetization – particularly from Alphabet – versus the broader AI 'food chain,' which includes data centers, grid and power.""
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