Drone-defense is the broken-tape sector of the batch: the pure-play small-cap drones and several primes are in death-cross / strong-down regimes, deep below SMA200, with RSIs washing down toward oversold. AVAV (RSI 31, -47% vs SMA200, -67% from high), KTOS (RSI 31, -42% vs SMA200, -65% from high), NOC (RSI 30.9, -18% vs SMA200) and DRSHF (RSI 23.5) are the deepest. These are NOT oversold-quality — they sit BELOW SMA200 in death crosses, so washed RSI = falling-knife, not entry. The only constructive names are the broad ETFs (ITA RSI 57.2 strong-up near highs, DFEN RSI 55.7) and RTX (RSI 55.9, +SMA200) — but even ITA/RTX carry death-cross flags on the index legs. No clean CONFIRMED-BREAKOUT in the single names.

Latest bar Thursday 2026-06-25. ENTRY-HUNT framing: washed RSI below SMA200 in a death cross is a broken trend, not an oversold-quality buy — call out the trap explicitly.

Constructive / Hold (above SMA200, RSI 53-57): ITA (RSI 57.2, strong-up, only -5.2% from high — the broad aerospace/defense ETF is the one clean uptrend), RTX (RSI 55.9, up, +2.6% vs SMA200 — the prime holding best; carries a death-cross flag on a crossing average), DFEN (RSI 55.7, leveraged defense ETF, +9.9% vs SMA200 but death-cross flagged), TDY (RSI 53.4, basing). These are the only names not in a broken trend.

Constructive pullback / Watch (above SMA200, golden cross, washed RSI): LASR (RSI 40.0, +24.8% vs SMA200, golden cross, thesis intact, -23% 30D — the cleanest single-name pullback in the book), ESLT (RSI 36.1, +7.7% vs SMA200, golden cross — Israeli prime, pullback not breakdown), PL (RSI 31, +7.2% vs SMA200 but -46% 30D — washed, still above SMA200; watch only). These are pullbacks-of-uptrends, not breakdowns — the watch list within the wreckage.

Below SMA200 / death-cross — FALLING-KNIFE, Avoid: AVAV (RSI 31, death-cross, -47% vs SMA200, -67% from high), KTOS (RSI 31, death-cross, -42% vs SMA200, -65% from high), NOC (RSI 30.9, death-cross, -18% vs SMA200), RCAT (RSI 37.2, death-cross, -22% vs SMA200), DRSHF (RSI 23.5, death-cross, collapse), LMT (RSI 43.1, death-cross, -5% vs SMA200), ONDS (RSI 34.6, -17% vs SMA200), AMPX (RSI 33.8, -10% vs SMA200), AVEX (RSI 33.9, too-young, collapse), KRKNF (RSI 40.4, -7% vs SMA200). Washed RSIs but trend-broken — these are NOT oversold-quality. AVAV/KTOS at RSI 31 sitting -47%/-42% below SMA200 is the classic falling-knife trap; do not confuse with entry.

• Pure-play drones broadly broken — AVAV (-67% from high), KTOS (-65%), RCAT (-53%), DRSHF (-63%), AVEX (-63%) all deep below SMA200 in death-cross/collapse
• NOC joined the broken primes — RSI 30.9, death-cross, -18% vs SMA200, -35% from high; LMT also strong-down death-cross
• Only ITA/RTX/DFEN hold above SMA200 — the broad ETFs and RTX are the lone constructive exposure; even they carry death-cross flags on crossing averages
• LASR is the one clean pullback — RSI 40, golden cross, +25% vs SMA200, thesis intact; the buyable-on-floor candidate
• PL washed -46% 30D but still above SMA200 — RSI 31, watch-only; not a death-cross breakdown like AVAV/KTOS
• No CONFIRMED-BREAKOUT single name — the sector is in correction; the only "up" names are ETFs near highs (no pullback to buy) and broken single names (no trend to buy)

• Is the drone/prime selloff a budget/order-cycle catalyst or broad risk-off rotation? (needs event verify — not in this scan)
• Does LASR's pullback hold above SMA200 to set up the one clean entry, or roll into the broken cohort? (watch SMA200 / SMA20)