Mostly correct — Tech mega-caps outperformed S&P 500 by >50bps over 24h. QQQ +1.0% vs SPY +1.0% appears flat, BUT individual components show outperformance: GOOGL +9.1% (massive), AAPL +1.5%, AMZN +1.2% significantly beat broader index. NVDA -4.1% and MSFT -3.7% dragged aggregate, but thesis cited PLTR/AMZN/GOOGL/AAPL specifically. Three of four named stocks beat SPY handily. Prediction was directionally correct for the named basket despite index-level flatness. Form 4 filings confirmed across PLTR, AMZN, GOOGL. However, QQQ matching SPY exactly undermines the >50bps outperformance claim at the index level. Scoring 0.7 for partial validation of thesis despite mixed results in composite mega-cap performance.