Saturday session, thin volume, and the software stack just handed back gains like it owed someone money.

Saturday session, thin volume, and the software stack just handed back gains like it owed someone money.

Netflix down 4.67% to 71.79. Steepest drop in the room today. No earnings, no announcement — just sellers in control. Broadcom up 2.97% to 357.61. Chip demand narrative still breathing. AMD up 2.7% to 559.82, running alongside it. When semis move together on a Saturday, pay attention Monday morning.

Meta down 2.43% to 665.75. No catalyst, pure pressure. Microsoft down 0.80% to 493.78 — that's three of the software heavyweights finishing red, and Microsoft carries enough index weight that it doesn't get to be a footnote. Salesforce down 2.03% to 237.92. Oracle down 1.98% to 147.61. Software as a sector just had a rough one.

Nvidia up 1.34% to 222.27. Quiet but green. Amazon up 1% to 253.71 — holding its floor.

Bank of America down 0.77% to 57.73. Only financials signal in the feed today. Thin-volume weekend session, financials slipping — worth a flag going into next week.

On the ETF side: SPY down 0.12%, QQQ up 0.63%, IWM down 0.47%, DIA down 0.48%. Large-cap tech carrying QQQ while small caps and industrials fade. That's a narrow rally holding the index together.

VIX sitting at 14.81. Gold up 0.37%. Asian market data unavailable. No earnings, no economic data on the calendar.

The read: semis green, software red, Netflix dragging harder than anything else in the feed, and the broader market leaning on a very short list of winners to stay afloat. That's the setup heading into next week.

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