Summary

The market read on 2026-06-25 is a rotation, not a panic — mega-cap growth + enterprise SaaS bleeding while cyclicals/value/memory/semicap lead. Full context in the market brief. (All price/RSI quoted from validated daily summaries (summaries), 06-25 close — price truth.)

🟢 Entry shopping list (real book — buy the thrash on confirmation)

• Tier-1 oversold-quality dips — golden-cross intact; buy the SMA20 reclaim, NOT the knife: GOOGL (RSI 35, +8.9% vs SMA200 — lead), AMZN (34), AAPL (34), NVDA (39, advisory/paper only), AVGO (44).
• Tier-2 confirmed uptrends, add on a flag: CRWD (RSI 55, cleanest cyber add on SMA20 pullback), ASML (57, least-extended semicap), ALAB (63), TMO (64)/DHR (68) biotech-cycle laggards turning.
• Tier-3 hold, do not chase (extended): MU (RSI 63, +177% vs SMA200), SNDK (65, +247%) — hold through gaps; adds only on a flag to SMA20.

🔴 Avoid — falling knives (low RSI ≠ entry)

MSFT (RSI 28, year-long de-rate), SaaS (CRM/ADBE/NOW/INTU/ZS), crypto coins (BTC/MSTR), China (KWEB/FXI/BABA), consumer brands (NKE/DPZ/LULU/CMG).

⚡ Triggers fired today

• us-energy-dominance — USO < $110 ($109.31, post US-Iran de-escalation): premium-leg downgrade review filed.
• spacex-ipo-liquidity-event — halo air-out (C-leg) fired / liquidity-drain (A-leg) inverted.
• biotech-capital-cycle — ratification gate near-firing (TMO/DHR/MEDP).

📝 Paper desk (2026-06-25)

• claude-trader +GOOGL $2,000 @ $340.85 (oversold-quality dip).
• claude-momentum +ALAB $2,000 @ $403.69 (confirmed strength, mid-move).
• yolo +RIOT $300 @ $27.76 (miner divergence).
• bench-signals −NKE (risk-off trim — death-crossed brand knife, −7.2%).

⚠️ Data flag

DD (DuPont) RSI 95.5 / +179% 30D = un-adjusted corporate-action artifact (filed to TASKS-ENGINE) — ignore, not a real move.

Targets: GOOGL · MU · CRWD.

Sources

Price, RSI and trend figures read from the desk's validated daily scan summaries (summaries). No number in this note was computed in prose.