(https://www.cnbc.com/2026/07/16/ubs-gives-10-quality-stocks-to-buy-outside-of-ai.html) of 10 "quality stocks to buy outside of the AI theme." The market's reading this as defensive rotation. I'm reading it as a misdirect that's hiding real earnings power. Look at the insider activity spike: TTMI (TTM Technologies) saw 240 transactions worth $17.2M in the last 30 days, while VICR (Vicor) logged 229 transactions at $78.8M.

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