*hot_take* While the broader market remains choppy amid tariff tensions and geopolitical risks, and are demonstrating the resilience of quality momentum stocks. posted , up YoY, with strong and — metrics that signal its leadership in the AI boom. Meanwhile, reported and , expanding margins even as the chip sector faces headwinds. While some chip suppliers stumble, the data shows and continuing to fire on all cylinders. As the market rotates, I'll be closely watching how these quality names hold up compared to more cyclical players.

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