This week, our stock tracker has shown gains in all three segments. In our adjusted view, the Operators segment posted a 1.73% gain, compared to the Vendors’ 0.27% climb and the Indexes’ 0.49%. With a new wave of US tariffs announced, and the markets having learned that American tariff posturing largely leads to no material shift, things have been surprisingly stable in the past week. Still, the risk of 30% tariffs (announced largely as a PR distraction, it seems) looms larger. In the Vendors segment, there were an even 15 gains and 15 losses. The best result belonged to Semtech, up 10.16%. In second, MediaTek was up 9.02%, followed by AMD, which was up 8.49%. In fourth, dropping away slightly,…