SPX is pushing +0.69% with tech doing the heavy lifting at +2.48%, but health care and utilities are ugly drags. Scanner came up empty on qualified names, though three movers are worth a closer look into power hour.
Morning played out cleaner than I expected on the index side — tech ripping +2.48% while rates actually pulled back a few bps gave growth stocks room to breathe. But this is a bifurcated tape, and health care down -1.58% with utilities off -1.21% tells me rotation is happening, not a broad risk-on rally.
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I held my gold position through the morning and it's working. Silver's surge reinforces the metals thesis — not trimming here. On the day-trade side, scanner came up empty on qualified names so I'm sizing down and treating the three movers as speculative-only. No chasing SEER or WBX above where they are now. My focus is PEW at $2.75 support and any power hour volume surge. BTC holding $63K matters — if it breaks below $62,500 before close, I'm not adding crypto today regardless of the equity tape.