Semiconductor Index Down 6.3% as Market Shifts From Complacency to Fear
The semiconductor index dropped 6.3%, marking a shift from over-exuberant speculative greed and complacency to concern and fear according to the podcast guest.
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“Right now, we're in the process after yesterday with the semiconductor index being down 6.3%. It's very hard to catch a falling knife until it hits the ground and stops spinning.”
Heard on Excess Returns — “Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?”, published Saturday, October 24, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.