1. Renewed tariff fears have resurfaced in markets, coinciding with the six-month mark since April's market correction; 2. The article identifies top-performing stocks since April that maintain Strong Quant Buy ratings, driven by earnings growth, sector leadership, and strong financials; 3. Historical trends suggest such stocks may rebound once tariff-related uncertainties subside.

1. Current market conditions differ from past corrections due to excessive leverage, mechanical trading flows, and extreme concentration in tech/AI stocks, creating systemic fragility; 2. Quantitative strategies and leveraged ETFs may trigger forced selling cascades, amplifying market declines in a self-reinforcing cycle; 3. While valuations aren't in bubble territory, hyper-concentration in mega-cap tech increases systemic risk, requiring active risk management and reduced equity exposure until volatility stabilizes.