Full Scan Market Brief — June 20, 2026

Issue #22 · Risk-On Grind, Sharp Internal Rotation · 9 min read

Data note: Latest trading bar is Thursday 2026-06-18 (Friday 06-19 was Juneteenth, US markets closed). The critical spine — macro dashboard, focus names, and perspective key-tickers — is fresh at 06-18. A price-feed throttle this run left ~270 non-spine tail names at 06-16 (2 trading days stale); those are flagged inline in the scans. Trend/RSI reads for the spine are unaffected; treat tail-name prices as 2 days behind, not the structure.

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1. Three Things

1. The bull is a risk-on grind with violent internal rotation, not a top. Every index is strong-up with a golden cross within ~2.5% of its high (SPY RSI 57, QQQ 59, IWM 61, +8.5% 30D), vol is in regime-collapse (VIXY/VXX RSI 37, −33% 3M), credit is calm (HYG −1.7% from high) — while four distinct pockets break: energy (XLE RSI 34), comms/software (XLC RSI 33), precious metals (GLD/SLV RSI 38), and China (FXI RSI 34). Rotation, not contagion.
2. The leadership is the physical AI-buildout layer, and it's broadening into the toolmakers. Memory/storage (WDC RSI 78 parabolic +135% 3M, STX 74, MU +62% 30D) and the semi-cap-equipment / OSAT / test sleeve (AMAT RSI 76, KLAC 70, AMKR 70, ENTG 68, ACLS +115% 3M) re-accelerated back into the parabolic zone — monster breadth re-expanded 187→225. When the toolmakers run this hard, the up-leg is broad. Enterprise software is the mirror image: ADBE RSI 28, CRM 31, MSFT 35, ZS 40 — capitulation that keeps capitulating.
3. The geopolitical tape inverted: oil collapsed, defense held, and gold didn't bid. USO −24.9% 30D (RSI 33), the whole E&P complex −9% to −12% 30D, oilfield services oversold (SLB RSI 29, HAL 29) — while DFEN +34.7% 30D and the dollar (UUP RSI 73) catch the only haven bid. A real escalation bids oil + gold + defense together; this reads de-escalation / oversupply with defense moving on its own momentum.

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2. The Big Picture

Regime call: risk-on uptrend, broad breadth, collapsing vol — with the sharpest internal rotation of the cycle. The indices say one thing (grind higher, near highs, no breadth break) and the sector internals say another (four broken pockets, a parabolic leadership sleeve, a software wreck). Both are true at once, and reconciling them is the whole job of this brief: stocks didn't break, they rotated. Small caps (IWM +8.5% 30D), equal-weight (RSP healthy), semis, housing (ITB +15.3% 30D), and biotech (XBI breakout) are all participating — this is broad risk-on, not a narrow mega-cap melt-up. Momentum (MTUM +12% 30D, RSI 66) leads the factor tape; value (VTV) outpaces growth on the month.

What's working — the physical AI layer, broadening. The single dominant signal of the scan is that the picks-and-shovels of compute own the top of the board. Memory/storage is historic (WDC parabolic at RSI 78, STX RSI 74, MU +62% in 30 days — the strongest large-cap acceleration in the universe, and it's not even overbought at RSI 62). Custom silicon / IP keeps the cleanest healthy-RSI setups (ARM +97% 30D at RSI 69, MRVL +63% 30D, AMD +30% 30D). And the freshest rotation is the WFE/OSAT/test sleeve melting up together — AMAT parabolic (RSI 76), KLAC/AMKR/LRCX/ENTG/KLIC/ACLS all RSI 67-71 near highs. Monster breadth re-expanded 187→225 with overbought names widening 18→31 — the top is heating, but the secular core is intact and the equipment re-acceleration is a constructive (broad up-leg) tell, not a distribution tell. The power leg confirms on three names (BE near ATH +97% 3M, GEV breakout, TLN breakout).

What's broken — software, energy, China, metals. Enterprise SaaS is in a structural de-rate that the AI-cannibalization narrative is driving: ADBE (RSI 28, −50% from high), CRM (RSI 31, −45%), ZS (−62%), WDAY/NOW/PATH/VEEV all collapse. MSFT is the one to respect on the downside — RSI 35, −32% from high, breakdown extending. Energy collapsed on what reads as oversupply / de-escalation (USO −24.9% 30D; SLB/HAL the only genuinely oversold names in the whole desk). China is the global laggard (FXI RSI 34, −21% from high) but the structure isolates the discount: ASHR (onshore) is ~−3% off its high while KWEB (offshore-VIE) is ~−26% — it's the wrapper that's discounted, not the market. Gold lost its safe-haven reflex again — GLD/SLV both RSI 38, falling with vol falling and stocks rising, which is the definition of risk-on, not a fear signal.

The cross-asset tell. Vol pinned at a regime low (VIXY RSI 37), credit calm, the dollar overbought (UUP RSI 73), gold dead, crypto rolling over (BTC −49% from high) — the honest read is "stay long the quality, honor stops, don't add leverage into complacency." The VIX-spike playbook says this is the calm side, not a fire-sale trigger; the watch is for a sharp single-day vol reversal, not a level.

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3. Focus List

Note: AAPL did not surface in today's scan tables (not on the active scan watchlists this run) — no fresh focus read this cycle; carry the 06-16 "quiet steady Mag7" stance until refreshed. MSFT is the focus name to respect on the downside: RSI 35, strong-down, −32% from high — the bounce needs a base, not a brave entry. NVDA is the opposite read in the same complex — at its SMA20 with the golden cross intact while the supply chain (AMAT/ARM/MRVL) rips around it; the picks-and-shovels skew is extreme but NVDA is the cleanest quality dip. ARM keeps doing the impossible (+97% in a month while RSI sits at 69) — a hold, not a chase. NTR stays caught in broken ag/fertilizer; no reopen trigger.

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4. Sector Scorecard

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5. Market Vibe

This is a risk-on grind that gets healthier the more you look under the index. The froth came out of the cybersec and SaaS blowoffs (ADBE/CRM/ZS at RSI 28–40), breadth broadened into housing and biotech and small caps, and the leadership rotated into the most fundamental layer there is — the machines that make the chips. MU went up 62% in a month while staying at RSI 62; that price-up/RSI-contained signature is the most bullish continuation pattern there is, and the toolmakers re-accelerating (AMAT/KLAC/AMKR back to RSI 70+) says the up-leg is broad, not a memory squeeze.

What's genuinely weird is the cross-asset configuration. Equities sit ~2% off all-time highs, vol prints a regime low (VIXY/VXX RSI 37, −33% 3M), and the "safe havens" are sending the wrong signals: gold below its SMA20 and falling with vol, silver −14% on the month, crypto rolling over (BTC −49% from high as a risk-appetite caution flag the equity tape is ignoring), and the only haven bid is the dollar (UUP RSI 73, overbought) plus duration (TLT firming). When the haven of choice is cash and bonds rather than gold, and vol is pinned this low into a grinding-up index, the honest stance is "stay long the quality, honor the stops, don't add leverage into complacency."

And the geopolitical inversion is the cleanest tell on the desk: a real war scare bids oil + gold + defense together. Instead oil collapsed (−25% 30D), gold fell, oilfield services went oversold — and only defense ETFs and the dollar caught a bid. That's not escalation; that's de-escalation / oversupply, with defense moving on its own sector momentum (and the laggard primes NOC/LMT down 15–24% 3M argue it's rotation, not a fresh premium).

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6. Scan Dashboard — Every Manifest Scan at a Glance

6a. The Dashboard Table

All 30 manifest scans present. RSI dashes are scans whose lead read is a cohort/sector signal rather than a single overbought/oversold ticker.

6b. Expanded Dispatches

WFE / Test / Metrology — The single hottest sleeve in the desk and the clearest leadership tell. The entire wafer-fab-equipment / metrology / test complex is in a synchronized strong-up melt-up near 52-week highs: AMAT parabolic (RSI 76, +52% 30D, +95% vs SMA200), KLAC (RSI 70, +49% 30D), AMKR (RSI 70), ENTG (RSI 68, +44% 30D), LRCX (RSI 68, +66% 3M), KLIC (RSI 67), ASML (RSI 66, −0.7% from high), ONTO (RSI 65), ACLS (+115% 3M). Nothing is below RSI 56. When the toolmakers run this hard, the AI-capex up-leg is broad — but it's fully extended with zero contrarian entries; the only "add" is patience for a digestion, with TER/CAMT/BESIY the least-stretched.

Geopolitical-risk — The classic crisis trade inverted: oil/energy collapsed while defense held. The whole E&P complex is RSI 33–39 (XOM/CVX/OXY all −11/−12% 30D), USO −24.9% 30D, and oilfield services went genuinely oversold — SLB (RSI 29, −13% 7D), HAL (RSI 29). Defense diverged up (DFEN +34.7% 30D, ITA RSI 64, GD/RTX RSI 60–64), and the only haven bid is the dollar (UUP RSI 73) + bonds (TLT) — not gold (GLD/SLV RSI 38, both falling). The crisp read: this is not a war-premium tape. A real escalation bids oil + gold + defense together; instead oil/gold are down and only defense + dollar are up — de-escalation or oversupply, with defense on its own momentum. Don't catch SLB/HAL on "oversold" until crude stabilizes.

Macro-commodities — Oil is disconnecting from copper, and the split is the macro story: USO −24.9% 30D / BNO −25.4% at RSI 30–33 (oversupply / de-escalation), while COPX +18% 3M and TECK +34% 3M break out on AI-power/grid + EM demand. Crude weakness is supply-driven, not broad demand destruction. The whole precious-metals complex pulled back together (GLD −5.9%, SLV −14.3%, GDX/GDXJ −29/−32% from highs) as the dollar went overbought (UUP RSI 73) — dollar-strength regime pressuring metals as one risk. AGRO is the lone collapse extreme (RSI 25, −33% 3M, no floor).

Monster-scan — Breadth re-expanded 187→225 (vs the 299 May-29 peak), led by the semi-cap-equipment / OSAT / test complex re-accelerating into the parabolic zone, several into overbought. Memory/storage still owns the top (SNDK $2,185 the largest monster, MU +62% 30D the strongest large-cap acceleration). Overbought breadth widened back to 31 names (from 18). Best healthy-RSI entries (price extended, RSI sub-70): MRVL, AMD, DELL, MU, STM, BE, TSEM. The parabolic-reversal watch is short (13 names) but real — AAOI already broke (weak-down), NVTS/DGXX/SOI.PA bleeding 7D while still tagged strong-up.

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7. The Front Page — Deep Research Teasers

7a. Perspective Status Pass

Memory Supercycle (active, confirming) — The bull's primary engine and confirming hard. MU $1,134 with RSI cooled to 62 (+62% 30D — the strongest large-cap acceleration in the universe, the price-up/RSI-contained accumulation signature), WDC $746 parabolic (RSI 78, +135% 3M), STX $1,070 (RSI 74), SNDK $2,185 the largest monster on the board. Globally confirmed (HY9H.F +166% 3M, Samsung +77%). Hold the core; don't chase WDC/STX at RSI 74–78. → Perspective

Nearline Storage (active, confirming) — STX/WDC both four-digit, both overbought (RSI 74/78), both allocated through 2027 and refusing to add unit capacity — the density-led oligopoly thesis is intact and fully priced. The next read is Q4 FY26 earnings (late July/Aug) for any discipline break. → Perspective

CPU Shortage Supply Chain (active, confirming) — The substrate/OSAT leg is ripping with the broader semi-back-end (AMKR RSI 70 +88% 3M, ASX +85% 3M, AMD RSI 61 +30% 30D, IBIDF +251% 3M). Cohort mid-move (RSI 51–70), not pre-breakout; AMD/Intel Q2 prints late-July are the first real allocation/price-hike read. → Perspective

Optical Supercycle (active, confirming via enablers / stale-right on modules) — The CPO/packaging/test enablers carry monster trends near highs (ALAB RSI 70 +231% 3M, SNDK +183%, ONTO RSI 65, FORM RSI 60, 6779.T +262% 3M), while the headline transceiver/module names correct hard — CIEN RSI 36 (−21% 30D, −33% from high), FN RSI 42, AAOI −14% 7D, PLAB RSI 35. Picks-and-shovels is leading the modules; CIEN is the deepest pullback but still above SMA200 (pullback, not capitulation — and not yet oversold). → Perspective

AI Power Bottleneck (active, confirming) — The generation leg fired on three names: BE near its ATH (+97% 3M, +20% 7D, RSI 65), GEV breakout (RSI 66), TLN breakout (RSI 69, +21% 30D). The crypto/HPC-miner cluster (HUT +148% 3M, RIOT, CIFR, CORZ, WULF) participates. The lone soft spot is CEG (collapse, −34% from high) — an idiosyncratic nuclear de-rate, not the sector (TLN/BE/GEV all lead). → Perspective

AI Power Delivery (active, stale-right) — The power-semi/thermal layer is broadly bid (STM RSI 62 +142% 3M, VICR +113% vs SMA200, ON +105% 3M, BESIY near high). WOLF is the wrinkle — +237% 3M but −17% 30D (sharp pullback within an uptrend). Asymmetry stays on the challengers; thesis intact. → Perspective

US Energy Dominance (active, breaking / under pressure) — The thesis is on the wrong side of an energy collapse. The entire complex is strong-down: USO RSI 33 (−24.9% 30D), XOM/CVX/OXY RSI 33 (−11/−12% 30D), and services — the thesis's outperformance leg — broke hardest (SLB/HAL RSI 29). This reads OPEC+ oversupply / de-escalation, the inverse of the blockade-as-leverage frame. USO at $115 is ~5% above the $110 "fold structural pieces" threshold; this is a sit-out, not a stage-in. The copper-rotation cross-link (COPX +18% 3M) is the one leg still working. → Perspective

Gold Crash (monitoring, confirmed) — The broken-safe-haven thesis is dead-on: GLD/SLV both RSI 38, falling with vol falling and stocks rising, the exact setup where gold "should" bid and doesn't. The dollar is the haven instead (UUP RSI 73). Confirmed and played-out — a structural lens (don't expect gold to hedge the book), not a new signal. Accumulate-on-weakness $390–410 as ballast only. → Perspective

China Structural Discount (active, confirming — oversold) — FXI RSI 34 (−21% from high), the global laggard, while the structure validates the thesis cleanly: ASHR (onshore) ~−3% off its high vs KWEB (offshore-VIE) ~−26% — the wrapper is discounted, not the market, isolating the VIE/governance discount. Washed out but a clean downtrend; oversold ≠ setup (no volume-confirmed turn above a rising SMA yet). → Perspective

Biotech Capital Cycle (active, confirming) — XBI broke out (RSI 62, −2.8% from ATH) with the whole ETF complex golden-crossed — breadth-led, not a few names. Gene-edit (BEAM +30% 30D, CRSP, NTLA) + mRNA (MRNA +15% 30D) + TPD (KYMR) lead; LEGN +80% 3M. The laggard-quality leg the user owns (TMO RSI 47, basing) still lags the running mid-caps — exactly the holding-selection artifact the thesis flagged. → Perspective

Livestock Disease (active, stale-right) — ELAN not in today's scan tables; the protein complex stays bifurcated (HRL +19% 30D vs TSN RSI 31 −16.6% 30D, ZTS collapse −52% from high). ZTS confirmed as not the screwworm trade. No out-of-zone detection = monitoring lane holds; no rotation in the tape. → Perspective

Nuclear Fuel Cycle (active, mixed) — Bifurcating: utilities split (TLN breakout RSI 69 vs CEG collapse −34% from high), upstream weak (LEU +12.8% 7D bounce but −64% from high, downtrend; BWXT firmest at RSI 57). SMR devs (OKLO/SMR) remain broken "stinkers." Express via cash-flow utilities (TLN) + upstream, never the pre-revenue SMRs. → Perspective

Gulf Infrastructure Strike (monitoring) — Energy collapse + a de-escalation-shaped tape is directly relevant: a holding truce starts the Ras Laffan restart clock (the real helium-thesis fade catalyst). LNG/APD weak; the Pacific-tech leg (EWT/EWY/TSM) keeps voting "no helium crisis" via memory/semis strength. Monitored binary into the late-Aug SK-fab depletion window. → Perspective

Risk-On Tech Rotation [id: war-ends-playbook] (monitoring) — The rotation is broad and risk-on (IWM +8.5% 30D, semis/biotech/housing all participating) but the concentrated mega-cap leg the lens was built on is broken: MSFT strong-down (RSI 35), AMZN/NVDA/GOOGL pullbacks. The durable signal lives on the AI-infra lane; this holds as a regime lens. → Perspective

SpaceX IPO Liquidity Event (active) — Post-event: the liquidity drain landed in the space halo, not the AI cohort — confirmed last cycle and still true (SMH +16% 30D, NBIS expanding +136% 3M, the AI-infra engine ripping). No fresh space-halo names in today's spine scans; the next mechanical event is the ~T+50 (early-August) insider unlock. AI-infra overweight remains under no liquidity stress. → Perspective

7b. Monster Watch

Memory/storage + semi-equipment own the monster list outright — the durable physical-AI core of the bull. The list re-expanded 187→225 with the secular pool intact; new energy is the toolmaker/OSAT/test re-acceleration (AMAT/KLAC/AMKR/COHU/ACMR). The dropouts/reversals are the spec tail (AAOI broke, NVTS/DGXX bleeding 7D).

7c. Sector Rotation Radar

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8. Key Signals

Leadership vs Laggards — the physical-AI / software split. The cleanest signal of the desk: the machines that make compute lead while the software that runs on it breaks. Leading — memory/storage (WDC RSI 78, STX 74, MU +62% 30D), semi-equipment (AMAT 76, KLAC 70, AMKR 70, ENTG 68, ACLS +115% 3M), custom silicon (ARM +97% 30D, MRVL +63% 30D), power (BE/GEV/TLN). Lagging/broken — enterprise SaaS (ADBE RSI 28, CRM 31, ZS 40, NOW/WDAY/PATH collapse), MSFT (RSI 35, −32% from high), and the optical module layer (CIEN RSI 36, FN, AAOI). The trade is in the pullbacks within the leading complex (NVDA/AMZN/ASML), not in catching the broken software.

Energy inversion + the haven configuration. A genuinely unusual cross-asset setup: crude collapsed (USO −25% 30D, services SLB/HAL oversold at RSI 29), defense held (DFEN +35% 30D), gold didn't bid (GLD/SLV RSI 38), and the haven was the dollar (UUP RSI 73, overbought) + duration (TLT). No war-premium signature; reads de-escalation/oversupply. Copper is the bright divergence (COPX +18% 3M). The actionable line: don't catch crude or oilfield services before a floor; don't expect gold to hedge.

Crypto as a caution flag the equity tape is ignoring. BTC $64K (RSI 39, −49% from high), ETH −65% from high, alts −72/−84% (ADA/AVAX/DOT — falling knives). The lone divergence is the miners (RIOT +99% 3M at its 52wk high, CLSK +75%, MARA) re-rating on AI/HPC-hosting optionality, decoupled from spot. As a risk-appetite gauge, crypto is flashing caution; watch whether it spreads to equities or gets ignored again (BTC $60K support is the line).

Breadth + vol — the complacency tell. IWM +8.5% 30D, housing (ITB +15% 30D), biotech (XBI breakout), small/equal-weight all participating = breadth is broad, not narrow. But vol is pinned at a regime low (VIXY/VXX RSI 37, −33% 3M) and only 31 monster names sit above RSI 70 — the froth came out without price coming down. Per the VIX-spike playbook this is the calm side, not a trigger; the watch is a sharp single-day vol reversal, not the current level.

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9. The Wild & Whacky

• MU went up 62% in a month and is still not overbought (RSI 62). Price-up while RSI stays contained is the single most bullish continuation pattern there is — and it's the strongest large-cap acceleration in the entire monster universe.
• The toolmakers are partying. AMAT (RSI 76), KLAC, AMKR, ACMR, COHU, ICHR all re-accelerated back into the parabolic zone — when the picks-and-shovels of the picks-and-shovels run this hard, the cycle's up-leg is broad.
• A "war scare" that crashed oil. USO −25% 30D, oilfield services oversold (SLB RSI 29), gold down — and only defense ETFs + the dollar caught a bid. The market voted de-escalation, not escalation.
• Gold fell with vol and stocks rising. GLD/SLV RSI 38 in the exact setup where gold "should" bid. The safe haven this cycle is cash and bonds, not metal.
• SpaceX is bigger than Microsoft and the AI cohort it was "supposed to drain" is the firmest part of the tape. SMH +16% 30D, NBIS +136% 3M — the drain hit the space halo, not the chips.
• ARM is up 97% in a month and the chart still has room. RSI 69, −2.9% from its high — the IP-royalty re-rate just keeps going.
• HIMS +58% in a month while sitting 50% below its own 52-week high. A violent recovery off a deep base — the GLP-1/telehealth demand story overpowering the chart, but extended short-term.
• Bitcoin is down 49% while bitcoin miners are at their highs. RIOT (+99% 3M, −5% from high) has fully decoupled from spot on AI/HPC-hosting optionality.

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10. What I'd Tell a Friend

The bull is intact and broad — small caps, housing, and biotech all joined — but it's rotating violently underneath, and your job is to stay on the right side of the split. The right side is the physical AI layer (memory, equipment, custom silicon, power); the wrong side is enterprise software (a structural de-rate the AI-cannibalization story is driving) and energy (a collapse that reads oversupply/de-escalation). Three rules: don't chase the parabolic leaders (WDC RSI 78, AMAT RSI 76, ARM RSI 69 — hold, don't initiate), don't catch the broken knives (ADBE/CRM/MSFT/ZS, crude, China-EV, LULU), and use the pullbacks inside the leading complex as your entries. Honest caveat: there is no clean oversold-AND-trending setup on the desk this week — the leaders are extended and the oversold names are broken. So this is a "hold quality, add on dips, don't reach" tape, not a "back up the truck" tape.

Buys-to-watch (uptrends pulling back to entry — patience, not chase):

1. NVDA — $210.69, zone <$205, RSI 50. At the SMA20 floor, golden cross intact, −10.9% from high while the whole supply chain rips around it. The cleanest mega-cap quality dip; the focus core to add.
2. AVGO — $411.35, zone <$400, RSI 51. −16.9% from high, golden cross intact, custom-silicon thesis durable — the lone AI-infra laggard, the relative-value accumulate.
3. AMZN — $244.39, zone <$240, RSI 44. AWS demand laggard, golden cross intact, −12.3% from high. Long-horizon focus accumulate.
4. ASML — $1,929, zone <$1,800, RSI 66. The deepest moat in the chain (EUV monopoly), near its high — don't chase RSI 66, accumulate on any digestion.
5. Digestion-watch on the leaders: when the WFE sleeve pulls back, TER / CAMT / BESIY (least-stretched) and MRVL / MU / BE (price-extended, RSI sub-70) are the adds — on the dip, not here.

Trims / hold-don't-chase (RSI extended / parabolic): WDC (RSI 78), STX (RSI 74), AMAT (RSI 76), CRS (RSI 81), ARM (RSI 69), SNDK (RSI 71), NGKIF (RSI 83), PANW/FTNT (cyber leaders, zero margin of safety), HIMS (RSI 71 after +58% 30D), DFEN (+35% 30D, extended). Hold if owned, trail stops, do not initiate.

Avoid (broken / falling knives — the low-RSI value traps): ADBE (RSI 28), CRM (RSI 31), ZS (−62% from high), MSFT (RSI 35, −32%), INTU/NOW/WDAY/PATH (SaaS structural breaks), USO/SLB/HAL (energy collapse, no floor), AGRO (RSI 25 collapse), FMC/MOS (fertilizer broken), LULU/NKE/DPZ/BRBR (broken consumer), BYDDY/XPEV/LCID (China-EV collapse), ADA/AVAX/DOT (alt-coin knives), PLTR/CEG (collapse regimes). Oversold ≠ buyable when the trend is broken.

Today: rotate into NVDA/AVGO/AMZN/ASML on weakness if underweight quality, honor any stop that fires, and do not reach for the parabolic leaders or the broken knives. Watch for next scan: whether the WFE/memory parabola digests (the add window) or extends; whether crypto's caution flag spreads to equities; and the USO $110 threshold on any further energy leg-down.

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11. Active Perspectives

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12. Scan Summary

Scans completed (30): market-pulse, ai-scan, ai-infrastructure, nvda-ecosystem, wfe-test-metrology, monster-scan, optical-supply-chain, supply-chain-traces, cybersec, cloud-etfs, biotech-scan, healthcare-scan, consumer-scan, cultural-thesis, retail-scan, defensive-scan, airlines, travel-leisure, macro-commodities, geopolitical-risk, defense-contractors, drone-defense, ev-clean-energy, chemicals, food-security, crypto-scan, etf-universe, insider-scan, tech-insider-buys, bargain-bin.

Counts: 15 active + 4 monitoring perspectives across the spine · 225 monsters (re-expanded from 187) · 31 monster names RSI ≥ 70 · oversold extremes: AGRO (25), BYDDY (26), ADBE (28), NFLX (29), SLB/HAL (29), ADA (30), CRM (31), TSN (31), DOW (32) — nearly all broken-trend, not buyable dips.

Cycle: Full Scan R33 · Issue #22 (EOW).

Data source: All prices code-computed and cross-checked against validated daily summaries. Spine fresh as of 2026-06-18 (macro dashboard + focus + perspective key-tickers). Latest trading bar Thursday 2026-06-18; Friday 06-19 was Juneteenth (US markets closed). Caveat: a price-feed throttle this run left ~270 non-spine tail names at 06-16 (2 trading days stale) — flagged inline per scan; trend/RSI structure for the spine is unaffected, treat tail-name prices as 2 days behind.

Cross-references: Actions digest · Previous full cycle: June 16, 2026 (Issue #21).

Sources

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