Reason: The rotation epicenter — GOOGL/AMZN/AAPL/NVDA oversold-quality dips vs MSFT broken year-long de-rate.

Tape-read: The whole complex pulled back into oversold this month, but it splits cleanly — golden-cross names holding above SMA200 (the buyable dips) vs death-crossed names in real year-long de-rates (the avoids).

• GOOGL — OVERSOLD-QUALITY: RSI 35.3, golden cross, +8.9% vs SMA200, +91% 1y — strongest trend, deepest -12% 30d dip.
• NVDA — OVERSOLD-QUALITY: RSI 39.1, golden cross, still +2.3% vs SMA200 — cleanest mega-cap chip dip, only -9.3% 30d.
• AMZN — OVERSOLD-QUALITY: RSI 34.4, golden cross, sitting right at SMA200 (-2%) — washed -14% 30d, needs to reclaim.
• AAPL — OVERSOLD-QUALITY: RSI 33.9, golden cross, +3.4% vs SMA200, +10% 3m — most oversold of the intact names.
• TSLA — EXTENDED-TRIM/AVOID: RSI 39, death cross, -10.2% vs SMA200 — pullback in a broken trend, not quality.
• META — BROKEN-AVOID: RSI 34.7, death cross, -16.4% vs SMA200, -24% 1y — collapse regime.
• MSFT — BROKEN-AVOID: RSI 28.2, death cross, -21.7% vs SMA200, -29% 1y — year-long de-rate, washed ≠ bottomed.

Lead pick: GOOGL — best trend quality + deepest dip among golden-cross names; wait for a pop off RSI 35 and a flag/reclaim back over SMA20 (~$363) to confirm before adding.