SOXL sinks 12%, Google's Gemini 4 Hydrogen, and the 35% GPU utilization question

A chip selloff hammers the watchlist, Google answers OpenAI and Anthropic with a new reasoning model, and we debug a starving GPU. Markets: SOXL down 12.36% to $57.43, VGT down 1.69% to $111.18, QQQ down 1.06% to $680.87, VUG down 0.71% to $84.41. AI news: Google launches Gemini 4 Hydrogen in Search's AI Mode and its Antigravity coding platform, plus a new Orchestrator for agent workflows. Interview Tip of the Day: GPU utilization during training is only 35 percent. How do you find the bottleneck across the data loader, host-to-device copies, small batch sizes, and communication stalls, and what do profiling tools tell you? Did You Know: Google was almost sold to Excite for under 1 million dollars in 1999, and Excite said no. Questions or feedback: [email protected]