(https://www.marketwatch.com/story/12-stocks-favored-to-soar-in-the-sector-that-has-missed-the-2026-market-rally-f9d59578?mod=mw_rss_topstories), and Wall Street is calling it a "setup." But here's what the sell-side isn't saying: the names they're recommending are exactly the ones getting crushed by input costs from tariffs.

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