Retail Is Loading Tech While Quietly Dumping Tesla. What’s the Read?

Today’s retail flow data shows a pretty clear divergence in behavior. Money is rotating aggressively into mega-cap tech and index exposure, while Tesla stands out as the only name seeing meaningful selling pressure. **NVIDIA Corporation** tops the list with +4.46% of retail equity flow and a BUY +2 sentiment score, suggesting dip-buying continues despite valuation concerns. At the same time, **Tesla, Inc.** saw −3.33% retail flow with a SELL −5 sentiment, which is notable given how sticky retail usually is with TSLA. Meanwhile, broad exposure via **Invesco QQQ Trust** and **SPDR S&P 500 ETF Trust** suggests retail is leaning risk-on, but in a diversified way. **Amazon.com****, Inc.** rounding out the list reinforces that preference for established cash-flow names. Feels less like pure speculation and more like selective confidence. Curious how others read this smart rotation, or retail getting late again?