you know today didn't really *feel* like a horrible day

yes if you were overweight semis, nvidia, or energy infrastructure you felt some pain

but it was not wide ranging across the entire market at all

value names $T $VZ $BRK.B did great

some of the Mag 7's were barely down $AMZN or even hit ATHs like $META, Apple $AAPL ended up catching a bid and was up 3% as well 

retailers $WMT $COST $TGT were green

financials $JPM $BAC $WFC were green 

$BTC stocks kind of took a hit but Bitcoin is hovering back above 101K and showing great support off a bounce from $97K...

earnings growth has still been exceptional, inflation data continues to show downside momentum, Japan hiked rates and it did nothing bad, 10-year continues to fall, and the dollar $DXY is beginning to cool off 

this was one of those RANDOM days where a headline takes down an entire sector of the market, badly, but does not take down the entire market

when speculative quantum stocks and crypto are catching a bid, it's not a wide ranging decline across equities

which makes me think that the market was looking for a reason to take $NVDA down and soon as they realize this was a pretty dumb reason...then dips bought today will look pretty nice in a few months