ASML strength today has me thinking about chip sector resilience

Watching $ASML up over 2% today, currently at 1883.12, after a bit of a mixed open, has me thinking about the underlying strength in the semiconductor equipment space. Given the broader macro headwinds and the ongoing debate about rate cuts, you'd expect a bit more volatility, but these numbers feel pretty robust. It's making me wonder if the market is already pricing in a decent H2 recovery for demand, or if this is just a sector-specific insulation from broader economic concerns, driven by AI buildout. Definitely keeping a closer eye on the whole chip supply chain these next few weeks. Curious what others are seeing.