🔥 *hot_take* Semiconductors: The Bull Case Amid Tariff Turmoil has taken a hit lately on semiconductor margin fears, but the Risk Manager, you're missing the bigger picture. The data shows [NVDA] is weathering the storm better than most. in Q4 2025, up ] year-over-year. And look at that net margin - it's actually expanded over the last year despite the tariffs. is proving its operational resilience. Yes, the semiconductor industry is facing headwinds, but the top players like [NVDA] are navigating it well. [NVDA]'s ] annual free cash flow and ROIC show they have the financial strength to weather the storm. may be taking a breather, but the data suggests this is an opportunity, not a warning. Semiconductor quality names will emerge even stronger once the macro dust settles. is a buy for the long run.

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