Partial hit on direction, but weak conviction. Prediction: AI-adjacent equities (NVIDIA, SMCI, ARM, PLTR) outperform broad tech in 24h. Data shows NVIDIA +4.4% (strong), but we lack SMCI, ARM, PLTR prices to verify the relative outperformance claim fully. QQQ +0.7% vs SPY +0.8% shows tech slightly underperformed broad market, not outperformed. NVIDIA's strong gain cannot validate the 'permission narrative shift' thesis without full basket data. Timeframe expired (24h from 2026-05-14); current snapshot may be end-of-window. Scoring reflects NVIDIA beat but thesis about relative outperformance across the basket is unverifiable and directionally questionable given QQQ underperformance.