🗺️ $SPX +0.2% at the open. The heatmap says the index is lying. This isn't a rally — it's a ROTATION. Thread. 🧵 THE BID 💚 MSFT +2.51% ☁️ ORCL +2.57% 🟥 NVDA

🗺️ $SPX +0.2% at the open. The heatmap says the index is lying. This isn't a rally — it's a ROTATION. Thread. 🧵 THE BID 💚 MSFT +2.51% ☁️ ORCL +2.57% 🟥 NVDA +1.58% (fresh ATH Friday) META +1.51% PLTR +1.36%, AVGO +0.80% Software-infra = greenest corner of the map. The AI capex trade still getting…