Not broad risk-off: $NVDA and semis/storage are getting smoked while #AAPL and #MSFT stay green. ↘️ IT: STX -10.19% and SNDK -12.56% lead the semis/storage break ↘️ Growth: GOOG/GOOGL both -3.7%, META -1.98% keep mega-cap growth weak ↗️ Anchors: AAPL +1.77% and MSFT +2.55% still hold green ➡️ Watch: the next read is whether the AAPL/MSFT bid keeps offsetting the semis bleed
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