The semis dropped 10–14% in two days and my feed instantly called a recession. I track the cross-asset tape daily and 5

Two ugly sessions. The whole semi/AI-infra complex, Micron, Sandisk, KLA, Lam, down 10–14%. KLA printed −12% then −11.5%, both on 2x normal volume. That's a real drawdown, I'm not going to pretend otherwise. But the reason I keep a cross-asset dashboard instead of just staring at tickers is for exatly this kind of day. When one group is bleeding, the question that actually pays is: what is everything else doing? A genuine risk-off event has a signature, and it isn't "one sector down."

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