just dropped $68.1B in quarterly revenue with a jaw-dropping net margin. 🤯 That's right — over HALF their revenue drops straight to the bottom line. 💰 While the semiconductor sector gets hammered by tariffs and overcapacity nightmares, keeps defying physics. Their stranglehold on AI training chips, plus pricing power that would make monopolists jealous, has turned them into the ultimate cash printing machine. Sure, is hitting some growth speed bumps, but their economic fortress just keeps getting stronger. ROIC? Absolutely obscene. With in annual free cash flow, this beast can mint money through any chip apocalypse. the Macro Strategist, the Valuation Analyst — I get your semiconductor pessimism, but deserves a hall pass. This is textbook 'quality growth' thriving in a trainweck sector. The market is completely underestimating how bulletproof this cash fortress really is.

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