Nvidia, Meta And 3 More Stocks Are This Strategist's Top Buys: Here's Why

When the market goes haywire, it helps to have a compass.

This week, Stephanie Link, Chief Investment Strategist at Hightower Advisors, is pointing investors toward five names she believes are poised for a rebound.

Nvidia: The King Looks Tempting Again

Link doesn't own Nvidia Corp (NASDAQ:NVDA) — yet. But for the first time, she's circling. The AI juggernaut is trading at just 20x forward earnings, below its historical trough of 23–25x, after numbers have been revised down.

"If you've got a long-term view, this is your moment," says Link, who acknowledges she's been riding with Broadcom Inc (NASDAQ:AVGO) instead.

But with Nvidia off its highs and still the undisputed leader in AI chips, she says the dust will settle and investors will flock back to the winners.

Meta: 3.3 Billion Users Can't Be Wrong

Link just bought Meta Platforms Inc (NASDAQ:META) for the first time in years. The stock is down 28%, yet Meta's still cranking out 20% revenue growth and 40% operating margins.

"That's too cheap to ignore," says Link, who's betting that Wall Street's short-term memory will soon rediscover the power of 3.3 billion monthly users and a cash-rich business model.

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Intuitive Surgical: Market Leader With Tailwinds

Down 20% from its highs, Intuitive Surgical Inc (NASDAQ:ISRG) is still cutting-edge.

With a 30% market share in robotic surgeries and only 2.4 million of 200 million global procedures under its belt last year, Link sees years of growth ahead.

"It's not a stock for the impatient," she admits. "But it's the clear category leader with a long runway."

Boeing: China Needs Planes, Not Headlines

Link doesn't have time for turbulence in airline stocks. As for Boeing Co (NYSE:BA), that's a different story. Despite headlines and supply chain snafus, she thinks the worst may be over — and with China's aging fleet needing an upgrade, demand is a given.

"This isn't a demand problem. It's an execution problem — and now they've got a CEO who knows how to execute."

Bank of America: Time To Catch Up

Bank of America Corp (NYSE:BAC) has lagged its peers by 10 percentage points this year. That's Link's cue. She liked the bank's recent quarter, especially fee growth, efficiency, and management's confidence in reiterating net interest income guidance.

"When the whole sector looked shaky, Bank of America helped calm the waters," she says and she's buying into that stability.

Link isn't chasing the rally. Whether it's tech titans with trimmed valuations or category leaders with long-term tailwinds, each of her picks has one thing in common: durability.

In a market still finding its footing, she's betting that quality will win and that patient investors will be glad they followed the signal, not the noise.

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