Mag-7 leadership has narrowed back to Nvidia after Tesla's pullback this week, and the cross-asset picture is supportive: 10-year yields are stable, dollar quietly weakening, and gamma flips positive on a daily close above 232. The setup isn't "trade now" — it's "wait for confirmation" — but the framework is in place. A break above 230 with the macro backdrop intact gives a measured move toward 245-250 with stops below the 213 swing low.