Data: pre-computed summary JSONs (all watchlists). 191 monsters meet criteria on 2026-06-26. Numbers read directly from JSON — no prose math. Prior scan: 2026-06-25-monster-scan (2026-06-25, 205 monsters).

MONSTER criteria: trend = "strong-up" AND goldenCross = true AND vsSma200 > 30, sorted by vsSma200 desc.

EOW: the board narrowed and the mega-cap AI names stepped back. 191 monsters vs 205 at yesterday's close, vs 225 at R33 (06-20) and a peak of 299 at R31 (05-29). The shrink is real and directional: every week the same semi/memory leadership holds at the top but more of the lower-tier breadth falls away. That is classic late-parabolic digestion, not a top call.

The AVGO dropout is this week's most important structural signal. AVGO — Broadcom, the AI networking bellwether that connects the NVDA → hyperscaler chain — fell below +30% vs SMA200 for the first time in months. It now sits in secular-monster territory at only +1.4% above its 200-day (RSI 40, −13.3% 30d). It did not death-cross. But when the most institutionally owned large-cap AI infrastructure name can no longer clear the monster threshold, the rotation is becoming visible. ARM reinforces the picture: another −17% this week, now RSI 48 and −26% off its 52-week high.

Memory/storage still owns the top — but "owning the top" means being massively extended. SNDK leads at +215% above SMA200 and +216% above its all-time average buyer (VWAP at $661 vs price $2,091). MU is +152% above VWAP even after resting. WDC +138%, STX +129%. Every memory/storage name on the board has RSI in the 48–65 range — not overbought, but not cheap either. The froth remains parabolic; the rest is not a pullback to a safe entry.

Biotech is the week's new theme. LABU (3x leveraged biotech ETF) hit RSI 77 with +48.5% 30d and is 130% above its average buyer VWAP. ABSI ran +111% in 30 days and is RSI 75, +169% above VWAP. APGE hit RSI 81 after a +70% 30d move. ALKS RSI 87.7, TWST RSI 79.5. The biotech cluster is now the hottest overbought zone, and LABU especially carries 3x decay risk — not a fresh-entry zone.

GLW (Corning) is the notable new entrant. Up +14% this week, RSI 61, +78.6% above SMA200, +73% above VWAP — Corning's fiber and specialty glass business is getting bid as a direct beneficiary of AI datacenter connectivity demand. It is one of the few new large-cap entrants with a durable thesis (the optical-supply-chain watchlist has been tracking this family).

DD (DuPont) flag remains. RSI 88, +188% 30d, +261% above VWAP. This is almost certainly a corporate-action / data glitch. Do not trade DD as a monster — verify the +188% 30d move against a clean source before acting.

The count dropped from 205 monsters yesterday to 191 today. That matters more than the single-day delta because it fits the larger sequence: the board peaked at 299 monsters on 2026-05-29, re-expanded to 225 on 2026-06-20, then narrowed to 205 on 2026-06-25 and 191 today. The tape is not broken, but the leadership is concentrating.

• R31-A (2026-05-29): 299 monsters — breadth peak.
• R32 (2026-06-16): 187 monsters — first digestion.
• R33 (2026-06-20): 225 monsters — re-expansion.
• R34 (2026-06-25): 205 monsters — breadth narrowing; washout list opened.
• R35 (2026-06-26): 191 monsters — continued narrowing; AVGO drops to secular; ARM RSI 48; biotech cluster overbought.

This is raw screen evidence, not a recommendation list. A monster is a name with trend = "strong-up", goldenCross = true, and vsSma200 > 30. The table is ranked by distance above the 200-day, which means the top rows often show the most extended names, not the safest entries.

Tag key: ⚠️ OVERBOUGHT = RSI ≥ 70; 🔥 PARABOLIC = >50% above VWAP; ⚡ = leveraged ETF (decay risk); ❓ DATA = verify before trading; (early) = RSI < 50; CONFIRMED = RSI 50–69.

(191 names total meet criteria; lower-tier names +30–60% vs SMA200 include: LRCX, KLAC, MRNA, TSEM, GFS, FTNT, EXTR, ACLS, LABU ⚡, COHR, NOK, IBRX, ABCL, PANW, ALKS, CTOS, BTSG, DVAX, AIXA.DE, AGX, MYRG, LION, ELVN, ENVA, DVA, BFH, DAL, UAL, LUV, AAL, DCO, MOG-A, ATEN, ESE, AIR, AROC, CALY, PTGX, KYMR, AMRX, APLE, BKD, CVS, CHEF, ARMK, DAVE, CXW, DNLI, ARKG, CRS, CORT — omitted for length.)

Leveraged ETFs (separate note): LABU (3x biotech, RSI 77, +130% above VWAP) and SOXL (3x semis, RSI 49 but +243% above VWAP) both carry triple decay risk. Do not initiate. LABU in particular is at the extreme — it is now a "trim/exit leveraged position" signal.

Per the prompt: MU/SNDK/WDC/STX/AMD are extended far above their average buyer even after resting this week. Here is the froth read using pricePctVsVwap (price vs all-time average buyer VWAP) and poc (point of control — where the most volume traded historically):

Key FROTH conclusion: The memory/semi cluster is resting (RSI 48–65), not rolling over — but "resting" at +100–216% above the average buyer is not a safe entry. The best memory/semi setup for new entries is AMAT (RSI 64, not overbought, genuine strength this week). WDC/STX (RSI ~48–50) are digesting but still far above VWAP — wait for SMA20 reclaims before chasing.

SNDK, MU, WDC, STX, SIMO, HY9H.F, IBIDF, 6779.T, 005930.KS The undisputed leaders. Every name 100–215% above SMA200. The global scope confirms it — Samsung (005930.KS), Japanese photonics (6779.T, IBIDF), and the German ADR (HY9H.F) all confirm the HBM/AI memory supercycle. SNDK remains the single largest monster globally. The cluster is resting (RSI 48–65) after the parabolic move, not breaking. Support is SMA20, not entry today.

AMAT, LRCX, KLAC, ACMR, ICHR, COHU, KLIC, MKSI, VECO, TER, TSEM, ASX, MXL, AIXA.DE, GFS The equipment cycle is staying hot. AMAT was the best performer this week (+6% 7d), still RSI 64. ACMR (+17.9% 30d, RSI 63) and ICHR (+27.5% 30d, RSI 63) are the cleanest setups. TSEM and GFS are cooling (RSI 47–50) — healthy digestion. This cluster has more room than memory because RSIs are not as extreme.

MRVL, AMD, DELL, ALAB, INTC, NBIS, AIP Healthy extended, not overbought. MRVL +34.3% 30d at RSI 53 is the most interesting setup — the AI networking leader pulled back and is basing. AMD RSI 56 after a minor −2% week. ARM is in this cluster but is now the WARNING name: −17% this week, RSI 48, still golden-cross but the crack is deepening. Watch ARM for whether this is a shakeout or distribution.

MRAAY, AGX, GLW, MYRG, CHRN, VICR, BRUN, ELVN GLW (Corning) is the NEW ENTRANT this week — fiber and specialty glass for AI datacenters. +14% in one week, RSI 61, +78.6% vs SMA200. This directly cross-validates the optical-supply-chain watchlist thesis. AGX (Argan, power engineering) is RSI 62, +72.9% vs SMA200. VICR (power management for AI racks) RSI 55.

ABSI, TWST, APGE, LABU ⚡, MRNA, TXG, ERAS, ABCL, ALKS, CALY, KYMR, PTGX, IBRX, DNLI, ARKG The biotech cluster is now the most overbought zone on the board. LABU (3x leveraged, RSI 77, +130% above VWAP) is the canary — leveraged ETF volatility decay at RSI 77 is a trim/exit signal, not a buy. APGE at RSI 81 after +70% 30d. ALKS RSI 87.7. TWST RSI 79.5. ABSI RSI 75. These names are running hot on AI-bio / synthetic biology catalysts (TWST) and pipeline reads (APGE/IBRX). High RSIs = do not initiate new positions.

AAL (RSI 78), LUV (RSI 76), UAL (RSI 75.7), DAL (RSI 74.3) All four major airlines are overbought. Running on demand resilience and travel tailwind. AAL and LUV are the most extended. RSI 74–78 = hold-not-chase. No new positions until RSI cools to 55–60.

MOG-A, DCO, AIR, ESE, AROC, ATEN, AGX Lower-tier cluster (+30–65% vs SMA200). Several are overbought (MOG-A RSI 77, DCO RSI 75, AIR RSI 76). Running on demand for power generation, defense electronics. Not new entries here.

HUT, DFTX, BB, WGMI, RIOT, CIFR, CORZ, WULF Crypto infrastructure cluster. HUT (RSI 58, +98% vs SMA200) is the cleanest. DFTX is RSI 88.5 — the most overbought monster on the board ex-DD-artifact — explicit avoid. BB is an anomaly (BlackBerry, not Bitcoin) but is RSI 74.7 with +135% vs SMA200 — genuine momentum but high RSI.

Proven outperformers temporarily below the 30%+ monster threshold. Best re-entry candidates from this list, ranked by quality of thesis + favorable setup:

Secular monsters of note — AVGO and NVDA are the headline re-entry candidates. Both are proven secular winners still above SMA200 (barely), golden cross intact, RSI 38–40. The institutional re-entry zone for these names is HERE — not at their former monster heights. If either reclaims SMA20 on volume, it is a meaningful signal.

The scan is no longer just saying "AI infrastructure is strong." It is saying the leadership stack is narrowing. Memory/storage and selective semi-equipment still carry the board, but lower-tier breadth is bleeding away and two mega-cap AI anchors have weakened enough to matter.

Breadth narrowed, but not into a collapse. The monster count is 191 today versus 205 yesterday and 299 at the 2026-05-29 breadth peak. That is a digestion signal: fewer names qualify, while the names still qualifying are more concentrated and often more extended.

$AVGO is the structural dropout. The most institutionally held AI networking name moved from monster to secular territory at only +1.4% vs SMA200. Paired with $ARM's −17% weekly selloff and RSI 48, this is the cleanest evidence that the AI infrastructure trade is rotating below the headline leaders even while memory/semis still hold.

Memory/storage still owns the top, but it is not a safe fresh entry. $SNDK, $MU, $WDC, and $STX are still +100-216% above their average buyer VWAP. RSIs cooling into the 48-59 zone means "rest," not "cheap." The next actionable signal is a real SMA20 retest or reclaim, not another chase at 2-3x the average holder's cost.

The best single setup is $AMAT. It has RSI 64, +39.8% 30d, +104% above VWAP, and +6% this week. That is still extended, but it is the cleanest semi-equipment read because momentum remains intact without the extreme RSI profile of the biotech and crypto names.

Biotech became the hot overbought zone. $LABU at RSI 77 and +130% above VWAP is the tell. $APGE, $ALKS, $TWST, and $ABSI are all running hot enough that the section reads like trim/watch evidence, not a new-entry list.

$GLW is the constructive new entrant. Corning is up +14% in one week at RSI 61, with AI datacenter fiber and specialty glass as the mechanism. It cross-validates the optical-supply-chain watchlist and is worth tracking as a less-obvious AI infrastructure beneficiary.