Yield-control headlines should've been a gift to semis and the AI trade, but the reaction says the market's not buying the durability of it, even $DELL's down hard on it. $XSD, not $QQQ, is the real tell on the weakness since QQQ's only slightly red. 713 is support, and 717's become the actual pivot for the day with meaningful size sitting there. Watching whether that holds or the whole complex rolls over.


Aggregated and distilled by Two Sentence Traders. Not financial advice.