Four Charts Say Breakout. One Says Watch the Belly.

The structural read behind today's Morning 10 — four setups pointing the same way, the earnings engine underneath them, and the one chart that gets a veto.

What Tuesday actually did

The Nasdaq-100 closed at 723.85, up 3.40%, the strongest session in months. Semiconductors did better: SOXX up 6.80%, SMH up 5.55%. Software joined at 4.70%, technology broadly at 4.98%, and the S&P 500 added 1.80% with small caps alongside at 1.85%.