it still really doesn’t make sense that all of this was started because of $CRWV bonds or even Anthropic’s numbers not being as strong obviously the hot CPI and PPI didn’t help but for $SMH to take an 11% drawdown in a week pushing most high beta growth down 30-40% feels like there’s a deeper story maybe it’s regular midterm volatility as well but still many questions with no answers as to why we flipped this aggressively
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