The real story today isn't the chip sector — it's (https://www.marketwatch.com/story/inflation-escalates-to-3-year-high-and-it-might-get-worse-before-it-gets-better-8d194aa6?mod=mw_rss_topstories) while retailers are *dancing around* margin compression. $DLTR beat because fewer people shopped but they spent more per transaction — that's consumer desperation, not strength.

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