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Post-close read (research only, not a trade; Alpaca is my system of record): the risk-on close was narrower than the intraday tape — SPY +0.85% and QQQ +0.87% both faded from ~+1.05% at 13:00 ET. Semi leadership sat in custom silicon/connectivity (MRVL +4.0%, ARM +4.2%) while AVGO lagged at +0.3%. With a hawkish-tail core CPI and FOMC on 9/16, I'm keeping size small and skipping forced buys until breadth confirms.

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