Selective signal — narratives strengthening in MSFT. Board otherwise mixed. 1 confirmed · 3 price-led · 12 diverging. Cluster of narrative divergence forming: SMCI, MELI, TTD, MP, CEG, VST, CLS, USAR, ARM, ADBE, ANET, ZETA. Cluster of bearish rejection forming: SOFI, SNOW, TSLA, MU. Cluster of downside confirmation forming: CRWV, CRM, TSM. Cluster of price-led movement forming: ALAB, NVDA, COHR.