Cybersecurity is the strongest book in this batch: the platform leaders are in clean confirmed-uptrend — FTNT (RSI 66.4, golden cross, +84.9% 3M, +64.2% vs SMA200, only -1.2% from high, alpha1y +25), PANW (RSI 65.5, golden cross, +86.3% 3M, +47.1% vs SMA200, -3.8% from high, alpha1y +25), and CRWD (RSI 55.3, golden cross, +71.9% 3M, +36.4% vs SMA200, in a mild pullback -2.6% vs SMA20). The sector ETFs confirm: HACK/CIBR/BUG all golden-cross strong-up with +27% to +36% 3M. OKTA is the momentum mover (RSI 59.9, +26.8% 30D, +49.9% 3M). BB is the speculative parabola (RSI 69.6, +221% 3M, +117% vs SMA200 — extended). The one falling knife is ZS (RSI 40.6, -32.9% 30D, collapse, -63% from high, -40.7% vs SMA200) — a stock-specific blow-up against an otherwise strong sector.

Latest bar Thursday 2026-06-25 (intraday/EOD snapshot). All names fresh (latestDate 2026-06-25).

Confirmed breakout leaders / Hold (RSI 65-66, near highs): FTNT (RSI 66.4, golden cross, strong-up, +84.9% 3M, +64.2% vs SMA200, -1.21% from 52wk high, alpha1y +24.6) and PANW (RSI 65.5, golden cross, strong-up, +86.3% 3M, +47.1% vs SMA200, -3.8% from high, alpha1y +24.5, alpha5y +281) are the two platform leaders — golden-cross strong-up trends at/near all-time highs with big positive alpha. Both are getting extended toward 52wk highs; hold/own, add only on a flag/pullback, don't chase the top.

Confirmed trend, cleaner add / Accumulate (CRWD): CRWD (RSI 55.3, golden cross, strong-up, +71.9% 3M, +36.4% vs SMA200, -2.6% vs SMA20, -14.1% from high, alpha3y +294) is the same uptrend as FTNT/PANW but in a mild pullback to SMA20 — the cleaner risk/reward entry of the leaders. Not oversold, but not extended either.

Momentum mover / Watch (OKTA): OKTA (RSI 59.9, golden cross, strong-up, +26.8% 30D, +49.9% 3M, +35.6% vs SMA200, flat vs SMA20 at -0.1%) is the biggest 30D mover — fresh thrust, reclaimed above all SMAs, -16.4% from high (room to run). Watch for a flag to add.

Sector ETFs / Hold (RSI 50-55, all golden-cross strong-up): HACK (RSI 54.4, +26.7% 3M, +15.1% vs SMA200), CIBR (RSI 50.7, +32.2% 3M, +14.7% vs SMA200), BUG (RSI 54.5, +35.9% 3M, +11.3% vs SMA200) — all golden-cross strong-up in mild SMA20 pullbacks. The ETFs confirm the breadth: this is a sector trend, not a few names.

Pullback / range (RSI 42-47): NET (RSI 46.8, golden cross, strong-up regime, +7.1% vs SMA200, thesisState intact, -6.6% vs SMA20 pullback, -19.6% from high) — core winner in a pullback, hold. S (RSI 42.8, down regime, -19.4% 30D, +11.6% 3M, -30% from high) is choppy/weak.

Collapse — Falling Knife / Avoid (ZS): ZS (RSI 40.6, strong-down, collapse, -32.9% 30D, -12.5% 3M, -63.3% from high, -40.7% vs SMA200, alpha1y -81) is the lone blow-up — a stock-specific collapse against a strong sector. Death-crossed, deeply below SMA200, RSI not even washed. Avoid; do not catch this against-the-grain knife.

• Cybersec is the batch's strongest sector — FTNT/PANW/CRWD golden-cross strong-up +72-86% 3M, leaders near highs
• ETF breadth confirms — HACK/CIBR/BUG all golden-cross strong-up +27-36% 3M; sector trend, not a few names
• OKTA fresh momentum — RSI 59.9, +26.8% 30D, +49.9% 3M, reclaimed all SMAs
• ZS the lone collapse — RSI 40.6, -32.9% 30D, -63% from high, -40.7% vs SMA200; stock-specific blow-up vs a strong sector
• BB parabolic — RSI 69.6, +221% 3M, +117% vs SMA200; speculative extension
• NET in pullback, thesis intact — RSI 46.8, -6.6% vs SMA20, above SMA200; core winner consolidating

• What drove the ZS -32.9% 30D collapse — guidance/breach/competitive loss? (needs event verify — not in this scan)
• Is the FTNT/PANW/CRWD re-rate driven by AI-security demand, or broad software multiple recovery? (cross-check vs cloud-etfs/web-cloud)