Thoughts on the broader tech/speculative rally – SAP, DKNG, and the altcoins

It's interesting to see some of these moves today, particularly in parts of the tech sector and even some of the more speculative corners. $SAP up almost 7% at 171.01, $DKNG also showing strength, sitting around 24.11. These aren't insignificant bounces, especially given the broader macro backdrop which still feels somewhat uncertain.

On the other hand, $DOGE sliding a bit, down to 0.07012. It's a reminder that not everything is participating equally, and what might look like a broader risk-on rally can have very specific pockets of strength. I'm trying to gauge if these tech-specific moves are genuine shifts in sentiment for individual names based on news, or just short-term rotations within a range. Any thoughts on what's driving these divergent performances, especially how long it might hold given the underlying economic currents?