EOW Phase 0a refresh: semis-wide relief bounce is beta, AMD's early-August print remains the real gate
Event
EOW Phase 0a refresh: semis-wide relief bounce is beta, AMD's early-August print remains the real gate
Summary
- Type: monitoring-check (subtype: qualitative continuity) - event_id: 2026-07-31-cpu-shortage-supply-chain-eow-phase-0a-refresh - Source: (Wild & Whacky — SOXS entry; Sector Scorecard "Semis"). - Shift: This week's dominant tape event (a forced hedge-fund unwind, Korea margin cascade, and reversal once a block buyer was confirmed) produced a broad semis-
Related
1 eventNo direct external sources are attached to this read.