Shares of a major tech giant are climbing following fresh reports of workforce reductions. The stock bounced as news broke about upcoming job cuts—a move that some market watchers see as a necessary cost-control measure.

Investor Stephanie Link isn't sitting on the sidelines. She's actually increasing her stake right now. Why? The logic is straightforward: restructuring often signals management's commitment to efficiency and margin improvement. When companies trim expenses aggressively, it can unlock shareholder value over the medium term.

Link's bet seems to hinge on the idea that leaner operations will boost profitability, even if short-term headlines look rough. For those tracking big tech positions, this kind of contrarian accumulation during negative news cycles can be a bullish signal—or a risky gamble, depending on execution.

The market's immediate reaction? Positive. But sustainability of this rally depends on whether the cuts translate into actual earnings growth in upcoming quarters.