Mostly right. Growth stocks (TSLA, META, AMZN, GOOGL) mostly underperformed defensive mega-caps (AAPL, MSFT, NVDA). TSLA and META were down, while AAPL was up significantly. AMZN and GOOGL were up, but less than AAPL. NVDA and MSFT were mixed, but overall, defensive stocks held up better.