Fernando Vidal(@fernavid):A good chunk of the stock market is trading like a bet against semis. Across all stocks, the 10th percentile correlation with semis is the most negative in 35 years. I used a new alerting feature we added to Caliban to chart it and let me know if the relationship changes.

Fernando Vidal

@fernavid

Cofounder @3F_Research. Mainly trying to post cool charts. PM $FCTE $RAA Try Caliban

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Fernando Vidal@fernavid

2026.09.11 18:32

A good chunk of the stock market is trading like a bet against semis. Across all stocks, the 10th percentile correlation with semis is the most negative in 35 years. I used a new alerting feature we added to Caliban to chart it and let me know if the relationship changes.