Phase 0a refresh: broad cross-sector cooldown reads as non-confirmation of the reckoning case, not evidence for it

Event

Phase 0a refresh: broad cross-sector cooldown reads as non-confirmation of the reckoning case, not evidence for it

Summary

  • Type: monitoring-check (subtype: long-horizon non-confirmation, no flip) - event_id: 2026-08-22-ai-capex-digestion-broad-cooldown-non-confirmation - Source: (broad RSI cooldown across SPY/QQQ/IWM/RSP; XLK worst short-window sector print but well above its 200-day with the board's best 1-year sector gain; only XLU/XLC show the below-200-day, weak-year break p
1 event

No direct external sources are attached to this read.