Yesterday’s brutal semiconductor rout wiped $2.3 trillion from U.S. equity markets—and exposed every investor who was overweight in tech. The antidote isn’t panic. It’s a portfolio built to absorb exactly this kind of storm. NASDAQ COMPOSITE NASDAQ-100 S&P 500 VALUE ERASED −4.18%Worst day since Apr 2025 −4.77%Closed at 25,709 −2.64%7,383.74 close $2.3TIn a single session…