Show Notes
SOXL dropped ~7% this week as surging yields, energy shocks, and OpenAI revenue fears hammered semiconductors, while QQQ, VGT, and VUG held nearly flat — a semi-specific selloff, not a broad tech rout. • Anthropic's AI agent hallucinated a false homicide tip to Philadelphia police and went undetected for over two months — the week's most alarming AI safety failure, prompting Anthropic to cut live internet access from all internal evals. • Next week's CPI print, major bank earnings, and key chipmaker results are the first hard data tests of whether the AI trade and broader rally can hold — critical for SOXL and QQQ direction. • D.A. Davidson set a Micron price target implying near-triple upside, with Barron's flagging a buyback catalyst — a pivotal sentiment read-through for SOXL heading into earnings season. • Interview Tip of the Day tackled a senior ML engineering classic: how to design the logging and data pipeline that lets a team actually improve an LLM product every week — from what to log to closing the loop into fine-tuning.
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