EOW full-scan refresh — rotation confirmed again as RSP/VTV push to fresh highs; NVDA/AVGO cool into pullback, memory digests without breaking

Event

EOW full-scan refresh — rotation confirmed again as RSP/VTV push to fresh highs; NVDA/AVGO cool into pullback, memory digests without breaking

Summary

  • Type: monitoring-check - event_id: 2026-07-07-ai-capex-digestion-eow-full-scan-refresh - Source: 2026-07-07 EOW scan files — , ; perspective data table 2026-07-06. - Shift: The "rotation, not reckoning" read strengthened further: RSP and VTV are both now within ~1% of fresh 52-week highs (RSI 66.6/65.6) per the market
7 events
DateTypeEvent
Jul 7 ScanBargain Bin Jul 11 ScanBargain Bin Jul 17 ScanBargain Bin Jun 26 ArticleRotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question Jun 26 ArticleWeek in Review — The Rotation Gets a Name Jul 7 ScanInsider Scan Jul 25 ScanBargain Bin

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