Reason: AI build-out leaders washing out into EOW; AMAT sole gainer (+6% week); NVDA/AVGO deepening oversold-quality reset, AMD cleanest uptrend.

Notes

Tape-read: the cohort pulled back hard into EOW with only AMAT bucking the tape (+6.0% week, cooled from overbought into confirmed territory). NVDA and AVGO deepened their oversold-quality wash (RSI ~38-40) but golden crosses remain intact. CRWV slipped into a downtrend — now below VWAP and -44.3% off its high. AMD holds the cleanest uptrend: RSI 56.2, only -7.4% off high.

• NVDA — OVERSOLD-QUALITY · RSI 37.9, pullback, +1.1% vs SMA200, golden cross, -18.6% off high; leader deepening reset (-7.3% vs SMA20), SMA200 holding at $190.43.
• AVGO — OVERSOLD-QUALITY · RSI 40.3, pullback, golden cross, -26.3% off high; custom-silicon thesis intact, deeper reset than NVDA.
• MRVL — CONFIRMED-BREAKOUT · RSI 52.7, strong-up, +181.3% 3m, golden cross, -19.1% off high; digesting the run (-8.2% week).
• ALAB — CONFIRMED-BREAKOUT · RSI 60.1, strong-up, +248.3% 3m, golden cross, -11.2% off high; connectivity leader, still extended above VWAP (+109.7%).
• CRDO — CONFIRMED-BREAKOUT · RSI 50.4, strong-up, +149.9% 3m, golden cross, -22.9% off high; -10.4% week = healthy digestion.
• AMD — CONFIRMED-BREAKOUT · RSI 56.2, uptrend, +158.2% 3m, golden cross, -7.4% off high; cleanest risk/reward, closest to high.
• ASML — CONFIRMED-BREAKOUT · RSI 53.8, uptrend, +38.1% 3m, golden cross, -8.4% off high; equipment thesis holding.
• AMAT — CONFIRMED-BREAKOUT · RSI 64.0, uptrend, +86.1% 3m, golden cross, -6.3% off high; +6.0% week = only gainer, cooled from overbought (was RSI 71) into confirmed territory.
• ANET — OVERSOLD-QUALITY · RSI 47.9, pullback, golden cross, +30.5% 3m, -12.4% off high; networking pulling back within uptrend.
• CRWV — BROKEN-WATCH · RSI 42.0, downtrend, below VWAP (-6.3%), -44.3% off high; golden cross technically intact but price action degraded — watch, don't buy.
• NBIS — CONFIRMED-BREAKOUT · RSI 50.8, strong-up, +138.4% 3m, golden cross, -19.9% off high; -11.0% week = digestion after a monster run.

Biggest movers this week: AMAT +6.0% · CRWV -11.8% · NBIS -11.0% · CRDO -10.4% · MRVL -8.2% · NVDA -7.3%

Lead pick: NVDA — RSI 37.9, golden cross intact, holding above SMA200 (+1.1% vs $190.43). The secular AI-build leader on its deepest quality reset. AMD is the active-entry alternative (RSI 56.2, cleanest uptrend, -7.4% off high). Trigger NVDA: wait for the bottom-and-pop — RSI cross back >50 and reclaim of SMA20 (~$208) before adding.