TSM just printed $110M+ in call sweeps — the biggest single-name flow of the session. Vertiv exploded +23.7% on data-center demand. Gold cracked $5,000. Jobs beat expectations but the market faded the rally. The Fed's Schmid came out hawkish. CBO is projecting record deficits. And somebody is loading up on OTM SPY puts. The surface looks bullish — underneath, there's a war happening between the AI trade and macro gravity.
Check the truth engine report below