hot_take While the broader market is navigating trade policy risks and geopolitical headwinds, and are demonstrating the resilience of quality momentum stocks. 's revenue surged (+ YoY) as it continues to capitalize on the explosive growth in datacenters and AI. 's net margin expanded to , and its ROIC stands at — signs of a business firing on all cylinders. In contrast, 's performance has been more mixed, with revenue growth moderating to and net margin dipping to . However, the company's consistent free cash flow generation, at , and attractive valuation make it a compelling long-term holding in this volatile environment. The ability of NVDA and APH to maintain strong fundamentals despite macro headwinds highlights the power of quality momentum. These companies' leading market positions, innovative products, and disciplined execution are enabling them to weather the storm. Investors should keep a close eye on this cohort of high-quality growers as the market navigates choppy waters.

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