<div id="readability-page-1"><div>As tariffs and trade war chatter send shivers down tech's spine, Stephanie Link of Hightower Advisors sees opportunity – especially in software and services names with recurring revenue and minimal exposure to global shocks.&#34;This actually signals a decent time to buy if you're a long-term shareholder,&#34; she said, pointing to three tech heavyweights she's adding to this week: Meta Platforms Inc META, IBM IBM and Palo Alto Networks Inc PANW.<h2>Meta's AI Moat Is Still Wide</h2>Meta might be down 33% from its highs, but Link views the slump as a gift. At 20x earnings, the stock looks cheap given its 20% total revenue growth and commanding 40% operating margins. With 3.3 billion users and $85 billion earmarked for AI spending this year alone, Meta's scale and automated ad growth—up 77% to $20 billion last quarter—make it a core AI beneficiary with limited tariff risk.Read Also: Meta Restricts Live Streaming For Teens Under 16 As Part Of Expanded Safety Measures<h2>IBM's Quiet Reinvention Pays Off</h2>IBM, meanwhile, has been reshaping itself under CEO Arvind Krishna. With only 1% exposure to reciprocal tariffs (compared to Apple Inc's AAPL 43%), IBM has leaned into software and services, which now make up 75% of its revenue mix. The company is on a deal spree – 39 acquisitions in AI, data center, blockchain and cloud—signaling aggressive transformation.<h2>Palo Alto Networks: Cybersecurity's Crown Jewel</h2>And then there's Palo Alto, where Link sees an even bigger trend than AI – cybersecurity. Palo Alto's next-gen security offerings are growing 30% annually, and its firewall business is holding strong in double digits. With consolidation driving demand for platform solutions and free cash flow margins at 37%, Link says it's a must-own in a sector where bigger is better.For Link, it's all about sticking with resilient business models that don't flinch in the face of tariffs or tech turmoil. As uncertainty rattles markets, her picks reflect a clear theme – betting on scalable, software-heavy giants that are quietly winning the long game.Read Next: <ul><li>EXCLUSIVE: Meta’s Still The Mag 7 Standout, Says Expert – But Can It Hold On?</li></ul>Image: Shutterstock </div></div>

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Stephanie Link of Hightower Advisors is bullish on tech stocks Meta Platforms, IBM, and Palo Alto Networks, viewing them as resilient against tariffs and trade tensions. She believes Meta's current valuation is attractive due to its strong revenue growth and AI investments. IBM is transforming with a focus on software and services, minimizing tariff exposure. Palo Alto Networks is thriving in cybersecurity, with significant growth in its offerings. Link emphasizes the importance of investing in scalable, software-driven companies amid market uncertainty.

- Stephanie Link of Hightower Advisors identifies opportunities in tech stocks with recurring revenue amid tariff concerns, recommending Meta Platforms, IBM, and Palo Alto Networks.  
- She views Meta's current valuation as attractive due to its strong revenue growth and AI investments, while IBM's transformation focuses on software and services with minimal tariff exposure.  
- Palo Alto Networks is highlighted for its robust cybersecurity growth and cash flow, reflecting a strategy of investing in resilient business models that thrive despite market uncertainties.

Meta, IBM, Palo Alto Networks: Why Stephanie Link Is Doubling Down On These Tariff-Proof Tech Titans