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Global Markets · · 1 min read

Broadening, Not Rotation — Power Semi Joins, Agentics Recovers

Power Semiconductors just took the one-week lead inside Rubin. Six of seven AW25 sub-sectors completed a synchronized V-shape. Hyperscalers never participated in the crash. Nothing handed over — every

Edition · April 23, 2026

The full edition of Broadening, Not Rotation — Power Semi Joins, Agentics Recovers was published on Substack — please read it there:

A short summary:

Power Semiconductors just took the one-week lead inside Rubin. Six of seven AW25 sub-sectors completed a synchronized V-shape. Hyperscalers never participated in the crash. Nothing handed over — every


This stub is auto-published by the Substack watcher. The canonical edition lives on Substack at the link above.