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Axsys Technologies, Inc.

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MONEY MANAGER INTERVIEWS
Active Hedging Strategy Aims to Smooth Returns Across Market Cycles
Fund Manager Expands AI Trade Into Energy, Logistics and Land
Double-Digit Dividend Strategy Tilts Toward Quality Names
ANALYST INTERVIEWS
Engineering Software Remains Resilient Despite Manufacturing Weakness
Semiconductor Equipment Positioned for Extended AI Investment Cycle
Nvidia Capacity Limits Create Opening for AMD and Broadcom
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