MOSTLY RIGHT — Decision to abstain was sound given contradictory signals. Current market data shows TECH mixed (QQQ +2.3%, MSFT -1.3%, NVDA +1.8%) and TSLA surged +4.0%, confirming the 'insufficient signal isolation' thesis. The AI bubble narrative vs. B2B reacceleration contradiction is reflected in divergent sector performance. Correct to refuse directional call under conflicting narratives.