**Thread 1/4:** On Friday, $NVDA touched 197 intraday but closed back at 202. Semiconductors got hit across the board, with $SMH down -2.2%. The brightest star was $XLE, up +1.1%. Money is moving, but it hasn’t gone far. --- **Thread 2/4:** $NVDA dropped from 238 to 202—15% gone in just over a month. No earnings disaster, no product issues. The market is just recalculating: what justifies a $4.9 trillion $NVDA doubling? No one has an answer. --- **Thread 3/4:** Money flowed into energy—$XLE +1.1%. Shifted to defensive plays—high dividend stocks saw a slight comeback. $IWM (Russell 2000) barely dipped, just -0.5%. Hesitation in the market, but not full-on panic. --- **Thread 4/4:** Next week, holding 195-200 would signal a healthy pullback. If it doesn’t hold, the narrative might be shifting—it’s not just a technical retest. Keep an eye on $SPY 740 too. Is this the end of $NVDA’s correction? What’s your take?