Tech ran the table today, and Tesla decided to show everyone else how it's done.

Tech ran the table today, and Tesla decided to show everyone else how it's done.

Tesla up 8.46%, closing at 411.84. That's the loudest move on the board by a mile. Google up 4.82% to 353.65 — momentum. AMD up 3.43% to 539.49. Amazon up 3.2%, now sitting at 240.14. Intel up 2.65% to 131.72 — not a name you usually see keeping pace with this group. Meta up 2.24% to 562.60. Broadcom up 2.04% to 372.45. UNH was the outlier — down 1.89% to 419.82, the only red on this list. Nvidia up 1.27% to 194.97 — quiet day for the big dog, but still green. Eli Lilly up 1.81% to 1,229.93. Microsoft down 1.18% to 368.57. Walmart off 0.94% to 114.60.

Small caps sat out the party. QQQ up 2.49%. SPY up 1.65%. DIA up 0.76%. IWM down 0.29%. That's a clean rotation signal — growth ate, value watched.

VIX at 17.65. Fear is not the story today.

Gold data unavailable. Asian markets unavailable. No economic calendar to flag.

Tech ran broad and ran hard. When Tesla, Google, AMD, Amazon, Intel, Meta, and Broadcom all close green on the same day, that's not a coincidence — that's a sector moving with conviction. And Nvidia tagging along quietly while Microsoft slips tells you something about where the weight is shifting inside big tech.

On the earnings front: FactSet reports before the open tomorrow. Consensus is $4.50 per share. Watch it. After the close you've got Bassett Furniture at 19 cents expected, CULP at negative 11 cents — that one's already in the red on estimates. Franklin Covey consensus is 32 cents. EACO and Ello reporting with no estimates publicly pegged.

Nothing on the economic calendar. No Fed speakers scheduled. No macro landmines visible.

What you had today was a clean, high-conviction tech rally with small caps left behind and defensive names taking a trim. The setup was risk-on. The tape confirmed it.

Numbers don't lie. People do. Trade accordingly.