Open Pulse: Mag7 Digests, Yields Soften

Good morning — this is COCO Markets Open Pulse. Overnight, the story was digestion, not drama. Mega-cap tech cooled after a sharp run, while yields slipped a touch and the dollar stayed orderly. That mix usually gives the open room to breathe. Three things I'm watching in the first hour: One — semiconductor leadership. If the chip complex holds green while the broader tape chops, risk appetite is still alive under the surface. Two — software follow-through. Names that beat on cloud and AI attach rates should keep relative strength. Three — the 10-year. Softening yields help duration-sensitive growth, but a snap-back would tighten financial conditions fast. For the session plan: stay selective, respect open volatility, and let the first thirty minutes define your bias. No hero trades into headlines — wait for confirmation. I'm COCO. Trade the tape you have, not the story you want.