Tech is green, VIX is quiet, and Tesla is running like it remembered it used to matter.

Tech is green, VIX is quiet, and Tesla is running like it remembered it used to matter.

Tesla up 4.65% to 370.59. Everything else in this block is chasing that number. Broadcom up 3.35% to 355.14 — chip demand isn't cooling. Oracle up 3.06% to 142.30, momentum holding from last week. AMD up 2.95% to 633.91, riding the same semiconductor wave. UNH up 1.83% to 371.90 — healthcare quietly doing its job. Google up 1.56% to 343.50. Nvidia up 1.34% to 233.95 — still green, just not the loudest voice in the room today. Amazon up 1.33% to 251.52, steady.

Now the names that don't fit the narrative. Netflix down 1.16% in a session where almost nothing is red — that's a flag worth watching. CRM down 0.84% — second sharpest red in a broadly green tape. Two growth names moving against the grain while semis run. Make of that what you will.

Apple up 1.02%. Microsoft up 0.92%. Both moving, neither leading.

Futures confirm the tone. SPY up 0.74%. QQQ up 1.02% — tech pulling the weight. ETFs line up clean: IWM up 0.90%, DIA up 0.49%. VIX at 15.31 — nobody's scared. Gold down 0.95% — risk-on rotation, full stop.

Asian markets data unavailable tonight. Nothing on the economic calendar. No Fed speakers, no data drops.

Earnings on the tape: AIO, ATGL, BRTX with an EPS estimate of negative 2.55, CYTOF, EQFN, FGNV. Small names, watch for surprises on volume.

No crypto. Never crypto.

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