The S&P is green but the average stock is negative — today’s session reveals a top-heavy tape where mega-cap tech and a surprise Coinbase surge are masking weak breadth beneath the surface. The analyst breaks down controlled breakouts in AMAT and MPWR, institutional volume surges in ECG and ACLX, and the TEM selloff as a live preview of the binary risk NVIDIA faces tonight. Key levels: $193 support, $205 breakout — and everything in between is the danger zone.