With the S&P 500 fractionally green but breadth showing nearly seven bearish stocks for every bullish one, today’s tape is deceptively calm. Iran strike headlines have sent crude surging over five percent, making energy and defense the only sectors with clean institutional backing. The team breaks down DAVE’s episodic pivot, CRDO’s unfinished setup, and the two price levels — PLTR 140 and NVDA 180 — that will define the afternoon.