event_id: 2026-05-29-war-ends-playbook-eow-full-scan-refresh

Type: refresh (subtype: data-only)

Concentrated long cohort: NVDA and GOOGL cooling (RSI 49/53, both below SMA20) while EWY/EWT ripped strongly (+11.8% / +5.8% 7D); AMZN near SMA20 RSI 60; MSFT breaking out (RSI 70, +8% vs SMA20). Asian semi ETHs approaching Watch For ATH breakout gates (EWY $205.83 vs $158 gate; EWT $102.78 vs $89 gate — both exceeded).

Cybersec leg — ZS invalidation gate breached: ZS -26.5% 7D, RSI 45, trend strong-down ahead of June 4 print — the leg's identified weak-link has broken down before the earnings event. CRWD/PANW/FTNT/CSCO all remain at RSI 75-84. Binary resolution June 2-4 (PANW 6/2, CRWD 6/3, ZS 6/4).

Posture: HOLD — concentrated-long cohort intact; ZS breach does not break the leg until CRWD or PANW earnings disappoint; Watch For gates on EWY/EWT ATH and NVDA bounce vs AMZN ATH approach are the next monitoring milestones.