Semiconductors are the worst today


SOXX -3.5% SMH -3% NVDA fell through 200 to 195
Gold surged to 4100, taking the safe-haven center stage
Money is flowing from chips to gold
This is not panic, it's repricing
The AI narrative is being challenged by real money for the first time
SOXX-5.78%
SMH-5.08%
GLDX1.04%
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