Stephanie Link Loads Up on NVDA, MU: 'Nvidia Will Always Dominate the GPU Market' - NVIDIA (NASDAQ:NVDA)

Hightower Chief Investment Officer Stephanie Link is doubling down on artificial intelligence infrastructure, adding Nvidia Corp.

(NASDAQ:NVDA) and Micron Technology Inc.

(NASDAQ:MU) to her portfolio while declaring that Nvidia "will always dominate the GPU market." By rotating capital from earlier tech victories, Link is capitalizing on recent semiconductor pullbacks to secure long-term positions in compute and memory.

Swapping Marvell for Micron Link's strategic rotation began by locking in profits on Marvell Technology Inc.

(NASDAQ:MRVL).