Supply-chain disruption narratives belong in proxies - but this one is already mainstream context
The Opportunity
The economic intuition is right: if there is a true supply-chain shock, a sector proxy can be the cleanest expression. Upstream still calls this a fade and places it in propagation_monitor, which means the system believes the disruption narrative is already widely circulated and not providing an information edge right now.
The Timing
With a fade call, you are not early. In Bearish 70 conditions, disruption headlines can be noisy and can drive sharp moves, but without a contained primary document or measurable indicator, this stays as context. If you wanted to keep a proxy lens, the conversion trigger would be a specific, dated disruption event or regulatory action that is not yet in the mainstream feed.
The Evidence
This signal includes proxy instruments upstream (SMH and SOXX) but does not include hydrated evidence URLs in the current output. Treat it as a framework note: sector proxy is the right instrument class, but the edge is not present in this iteration.