I’d favour QQQ for the best balance of earnings and rate support. Big Tech earnings remain relatively strong, while a neutral or dovish Fed would ease valuation pressure on growth stocks. Chip leaders like AMD, AVGO and NVDA offer greater upside if AI spending stays strong, but they are also more exposed to high valuations and rising yields. SPY is the safer choice if the Fed turns hawkish, but QQQ looks like the better middle ground between growth potential and diversification. My pick: QQQ, with selective exposure to chip leaders.
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