Everything is red today and not just a little red
$1 trillion gone in a single session.
The semiconductor sector is getting absolutely demolished which points to something beyond just general market anxiety
This is specific fear about the chip supply chain, export restrictions, or demand outlook and it's hitting the entire stack from equipment makers to the chips themselves to the companies that run on them.
What's your read? Is this a buying opportunity or the start of something uglier?
Source: @WatcherGuru / Writer: Oliver