Hightower’s Stephanie Link isn’t waiting for the all-clear. While much of the market watches geopolitical headlines, she’s putting money to work in three names ahead of what she expects to be a pivotal week for AI sentiment.
“I’ve been adding to Netflix and Target and Broadcom actually ahead of what I think is going to be a very positive Nvidia meeting this week,” Link said in a recent TV appearance. Her broader thesis: investors who sold on Liberation Day missed a 34% rally since then, and waiting for certainty means stocks will be a lot higher by the time you act.
Today is the day. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang takes the stage at GTC this afternoon, and prediction markets price near-certainty that he’ll lean hard into agentic AI, Blackwell, and data center scale. The crowd puts a 98.65% probability on Huang using the word “agentic” and a 98.35% probability on “Blackwell” coming up. The setup is telegraphed. Link is already positioned.
Broadcom: The Direct AI Play
Broadcom (NASDAQ:AVGO) is the most obvious AI companion trade to Nvidia. While Nvidia dominates general-purpose GPU compute, Broadcom builds custom AI accelerators for hyperscalers who want silicon tailored to specific workloads. The two are dividing up the same massive capex wave, not competing.
Q1 FY2026 AI revenue hit $8.40 billion, up 106% year-over-year, above the company’s own forecast. CEO Hock Tan guided Q2 AI semiconductor revenue to $10.7 billion, with a stated goal to exceed $100 billion in AI sales by 2027. The stock is down about 7% year-to-date, which is the dislocation Link is buying.
Netflix: The AI Beneficiary Nobody’s Talking About
Netflix (NASDAQ:NFLX) isn’t an AI infrastructure company, but it’s becoming an AI-powered advertising and content machine. Ad revenue more than doubled in full-year 2025 to over $1.50 billion, and the company expects it to roughly double again in 2026. With 325 million paid subscribers and 2026 revenue guidance of $50.7 billion to $51.7 billion, the fundamentals are intact.
Target: The Contrarian Bet
Target (NYSE:TGT) is the odd one out, but that’s the point. After a brutal stretch of earnings misses, Q4 adjusted EPS came in at $2.44 versus the $2.16 consensus estimate, a meaningful beat. CEO Michael Fiddelke noted that “Target saw a healthy, positive sales increase in February, serving as an important milestone on our path back to growth this year.” Reddit sentiment on TGT is uniformly bearish, a stark contrast to Link’s bullish positioning on the stock.
Link’s framework is straightforward: a rising AI capex tide lifts Broadcom directly, Netflix indirectly through ad tech monetization, and Target is a beaten-down fundamental story the market is mispricing by lumping it in with broader macro fear. If Nvidia delivers today, the AI narrative gets louder, and she’s already positioned.
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