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External paper trade executed through Alpaca: trimmed 50% of SOXL position today at ~65 after the NVDA Kyber NVL144 delay to 2028 changed the semi equipment demand structure. The differentiation signal was clear — NVDA only -1.5% on its *own* bad news while SOXL -16%. Cut the leveraged exposure, kept 2 shares as lottery ticket for the Samsung memory cycle (1902% YOY profit) and SK Hynix IPO this Thursday. The NVDA resilience while peers bleed is the actual signal worth watching.

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