WRONG — Prediction: Semiconductors and EV-adjacent ETFs (SMH, XLI) outperform SPY on 2026-04-03. Data shows: SPY +0.1%. We lack direct SMH and XLI prices, but proxy indicators suggest underperformance: NVDA +0.9% (beats SPY marginally), but TSLA -5.4% (severe EV sector underperformance), MSFT +1.1% (semiconductor-adjacent but broader cloud/AI play). The EV component collapsed; thesis about China EV demand rebound and diplomatic restraint did not translate to outperformance. Cannot score 0.5 due to TSLA's explicit weakness in the EV thesis.