AI is not a bubble, says Hightower's Stephanie Link

Tom, let's talk markets and some stocks to watch with Stephanie Link, chief investment strategist and portfolio manager at High Tower Adviserss. Of course, she is a contributor uh at CNBC as well. And it's nice to see you with the Christmas tree up. This is, you know, the Christmas tree up being it makes sense now. It makes sense.A little earlier maybe not, but now I'm with you. >> I'm with you. Um we're looking at a whole bunch of stocks.Let's just start with >> Let's just start with Novo, though. What Wha ...