Phase 0a check: IBIDF joins the early-turn leaders in the rotation read

Thesis

Phase 0a check: IBIDF joins the early-turn leaders in the rotation read

  • Source: 2026-08-13-market-brief (Cross-sector Rotation, early-turn bucket).
  • The rotation read now names IBIDF alongside CRDO/AMKR in the lane's early-turn group — the first time the ABF-substrate anchor itself has shown up as a leader rather than a coverage gap. Still a breadth signal, not the primary allocation/pricing evidence the three hypotheses need. Posture unchanged: HOLD, bench.
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