Article published Jun 25, 2026. Prices below use latest available snapshots.
The rotation handed us a shopping list. Here's exactly what to buy — and the trigger that turns each one from "watch" into "go." · ~4 min read
Every price/RSI quoted from validated daily summaries (summaries), the 06-25 close — price truth. The full read is in the market brief; exact levels in targets.
The setup, in one breath
The market isn't falling — it's rotating, hard. Money is pouring out of the crowded mega-cap and software names everyone owned and into cyclicals, value, memory, and the physical AI build-out. Volatility collapsed, credit's calm, half the tape is at 52-week highs. So the red on your screen is the sound of quality going on sale because everyone is selling the same five stocks — not because the businesses broke.
That's the best kind of tape for a buy-and-hold book. The job now is to tell the dip-into-strength names (oversold, but the uptrend is intact) apart from the falling knives (oversold because the trend is dead). One rule does almost all the work:
Buy the reclaim, not the knife. A name that's oversold and still above its 200-day with a golden cross is a sale. A name that's oversold and below its 200-day in a death cross is a trap. Wait for the bottom → pop → flag → breakout. Buying a falling RSI before it turns is gambling, not investing.
🟢 Tier 1 — Quality on Sale
The rotation's collateral damage. Oversold (RSI 34–44) but golden-cross intact, holding above the 200-day — these are durable uptrends getting sold with the crowd, not broken ones. The shopping list:
| Name | RSI | Why it's a dip, not a break | The trigger |
|---|---|---|---|
| GOOGL ⭐ | 35 | golden cross, +8.9% above 200-day | reclaim of SMA20 (~$363) on volume |
| AMZN | 34 | golden cross, sitting on the 200-day | holds the 200-day → pops → flags |
| AAPL | 34 | golden cross, above the 200-day | reclaim of SMA20 |
| NVDA | 39 | golden cross, above the 200-day — the relative-strength holder | (advisory / paper only) |
| AVGO | 44 | golden cross; the name where the fundamentals lead the price | reclaim of SMA20 |
GOOGL is the lead — the cleanest of the five. You're not catching it at $340; you're buying the day it reclaims its 20-day and confirms the turn. Until then it's a shopping-list name, not a position.
🔵 Tier 2 — Already Turning (buy the flag)
The bottom-and-pop already happened here. These are confirmed uptrends (strong-up, golden cross, RSI mid-50s–60s) — add on a pullback toward the 20-day, which is the trend-hold entry, not a chase.
- CRWD · RSI 55 · the cleanest add of the bunch — cybersecurity is the strong corner of software, and CRWD is sitting right on its 20-day after a shallow breather (the leaders FTNT/PANW are up +85% in 3 months and stretched).
- ASML · RSI 57 · the least-extended of the semicap leaders (AMAT/LRCX/KLAC are at highs) — the litho monopoly with room to run.
- ALAB · RSI 63 · the AI-interconnect name, +27% in 30 days and still mid-move, not extended.
- TMO · RSI 64 · / DHR · RSI 68 · the sleeper. The beaten-down life-science-tools giants are quietly turning up — a sector that's been dead for a year is waking, and these are the quality laggards leading it.
🟡 Tier 3 — Right, but Rich (hold — don't chase)
Your memory book is correct and winning — and exactly why you don't add up here:
- MU · RSI 63 · +177% above its 200-day, −7% off its high.
- SNDK · RSI 65 · +247% above its 200-day, near a high.
The supercycle is confirmed (the whole DRAM/NAND/HBM complex is up 20–43% on the month). Hold through the gaps; if you want more, wait for a flag back toward the 20-day — never the vertical.
🔴 The Trap — low RSI is not the same as cheap
The most oversold name on the board is MSFT (RSI 28) — and it's the one to leave alone. That's not a one-week dip; it's a year-long de-rate (−29% over 12 months, death-crossed, −37% off its high). Same story across the wreckage: the SaaS complex (CRM/ADBE/NOW/INTU/ZS), crypto coins (BTC/MSTR), China internet (KWEB/FXI/BABA), and the busted consumer brands (NKE/DPZ/LULU). They look cheap on the RSI. They're cheap because the trend is broken. Wait for a base, not a bounce.
The honest bottom line
If you do one thing: build a shopping list, set alerts at the 20-day, and let the names come to you. The cleanest two moves right now are CRWD on its flag (a confirmed uptrend you can buy today's shape of) and GOOGL the day it reclaims its 20-day (the highest-quality dip in the whole market). Your memory winners (MU/SNDK) are holds, not adds. And the scariest-looking name on the screen — MSFT at RSI 28 — is the one trap to step around.
The rotation is doing the hard part for you: putting great companies on sale. All you have to do is wait for them to turn.
One desk note: a fresh-looking "+179%" on DD (DuPont) is a data artifact from an un-adjusted corporate action, not a real move — ignore it. Filed for an engine fix.
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.