Status — June 25, 2026

Summary

Full scan complete, 2026-06-25 (after-close; 911/916 names fresh @ 06-25). (All price/RSI quoted from validated daily summaries (summaries), 06-25 close — price truth.) Tape read: rotation, not panic — cyclicals/value/memory/semicap leading; mega-cap growth + enterprise SaaS in drawdown; VIX collapsed; dollar (UUP RSI 75) breakout; oil premium cracked (USO $109.31).

Artifacts: 30 scans · 11 candidate themes · market brief + tiered entry map · actions digest · 3 entry-zone targets (GOOGL/MU/CRWD) · 15 perspectives refreshed (fresh data tables + health assessment + dated log entries).

Entry read: Tier-1 oversold-quality dips GOOGL/AMZN/AAPL/NVDA (golden-cross intact — buy the SMA20 reclaim, not the knife); Tier-2 confirmed-on-a-flag CRWD/ASML/ALAB; hold-not-chase MU/SNDK (extended); avoid the MSFT / SaaS / China / crypto-coin knives.

Triggers fired: us-energy USO < $110 (premium-leg downgrade review filed) · spacex halo air-out (C-leg) / drain (A-leg) inverted · biotech ratification gate near-firing.

Paper desk: claude-trader +GOOGL · claude-momentum +ALAB · yolo +RIOT · bench-signals −NKE (risk-off trim).

Filed: 2 perspective-review rows (us-energy trim, nuclear priority) + 1 engine bug (DD corporate-action OHLC artifact).

Deferred (non-blocking): dedicated news/social pull (held to single-acquisition discipline while the earnings calendar fetched) · tracked-company-profile refresh (a separable routine). The exits/chorus cadence loop (44d overdue) is tracked separately.

Sources

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