Reason: SpaceX-IPO halo air-out deepened — RKLB -16.76% week, RDW -15.36%, LUNR -50.94% 30d; SPCX (direct SpaceX play) added; none actionable, all still falling.

Tape-read: The post-IPO air-out accelerated this week. RKLB dropped another -16.76%, RDW -15.36%, FLY -13.77% — the washout is getting worse, not better. RSIs are deeply washed (33-41) but all names remain well below their SMA20s (-20% to -32%). SPCX, the new direct SpaceX vehicle, is in the data but too-young for RSI/SMA signals; it dropped -8.23% this week and -4.8% 30d. Until a name stops falling and builds a base, there is no entry.

• RKLB — BROKEN-AVOID (washed): RSI 37.3, golden cross, +12.9% vs SMA200, -21.5% vs SMA20; -16.76% 7d, -43.73% 30d — still best-positioned structurally (above SMA200) but mid-fall with heaviest weekly drop.
• ASTS — BROKEN-AVOID: RSI 41.0, golden cross, -12.0% vs SMA200, -19.8% vs SMA20; -11.13% 7d, -44.87% 30d — golden cross intact in moving averages but price below both SMA50/SMA200; structural improvement from prior but still falling.
• LUNR — BROKEN-AVOID: RSI 35.6, golden cross, +6.7% vs SMA200, -28.6% vs SMA20; -9.47% 7d, -50.94% 30d — -50.94% in 30 days, knife.
• RDW — BROKEN-AVOID: RSI 37.7, golden cross, +9.8% vs SMA200, -31.9% vs SMA20; -15.36% 7d, -54.46% 30d — deepest 30d air-out in the group.
• FLY — BROKEN-AVOID: RSI 33.5, golden cross, -15.7% vs SMA200, -30.0% vs SMA20; -13.77% 7d, -57.92% 30d — worst of the group, below SMA200.
• ARKX — WATCH (proxy): RSI 38.7, golden cross, +2.2% vs SMA200; -4.22% 7d, -12.28% 30d — ETF held far better than single names; the floor for the theme.
• SPCX — NEW/TOO-YOUNG: RSI unavailable (too-young), no SMA data; -8.23% 7d, -4.8% 30d; -32.1% from 52wk high — direct SpaceX vehicle, most topically relevant but no technical read yet.

Lead pick: None actionable — all single names are washed-but-falling sell-the-news, not bottomed. RKLB remains closest to constructive (golden cross + above SMA200 at +12.9%) but -16.76% this week is accelerating not stabilizing. Watch for a weekly base (price stops making lower lows) + RSI divergence before any entry. ARKX is the lowest-risk proxy if you need exposure.