META and AMZN (-0.8%, -0.4%) underperformed TSLA and NVDA (-5.4%, +0.9%) by *far* more than 1%. Thus the main comparative claim failed badly. Software/platform names (META, AMZN) did NOT hold gains relative to capex-heavy/tariff-exposed names (TSLA, NVDA). However, the secondary claim about platform holding gains was false, so this is *mostly* incorrect. However, given the drastic move in TSLA, it's possible the outperformance claim has some merit despite the META/AMZN underperformance.