Fastly basically didn't move, but Shopify fell three or four points, The Trade Desk and Cadence Design Systems both fell two or three points—the software batch's internal movements were a bit scattered today. E-commerce, advertising, and EDA each do their own business, but today they were all dragged down together, with only the small-cap edge CDN stock bucking the trend and holding steady. In this broad decline, is the sporadic resistance of Fastly due to independent catalysts, or is it just random volatility of a small-cap stock? It looks more like the latter—today, what's weighing on this batch is valuation compression under interest rate expectations, with high-valuation growth stocks like Shopify and The Trade Desk bearing the brunt. Fastly has a small market cap and isn't closely tied to the major themes, so it wasn't dragged in instead.