“Semis rebound every time retail gives up the dip. Citadel Securities found that each prior instance of retail net-selling during consecutive SOX down days in 2026 was followed by strong T+30 returns, and the most recent cluster on Jul 2 and Jul 7 just triggered the same signal.”
“Retail sold semis and hardware names during the SOX's two most recent down days, a rare departure from the persistent buy-the-dip behavior that has characterized this cycle.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.