Reason: AI-power generation (GEV/BE/TLN) still leads the complex, GEV now the cleanest structure (-3.7% off high); merchant/utility CEG is in outright collapse. Crude/oil-services sit in macro-commodities, where USO/XLE remain the desk-flagged avoid, not here.

Tape-read: This watchlist is the power/clean-energy complex, distinct from crude/oil-majors (tracked in macro-commodities, where USO is RSI 30.5 and -22.8% 30D — the desk's flagged energy avoid this week). Within this basket, the AI-power names keep leading: GEV is strong-up, RSI 60.7, +23.4% 30D, just -3.7% off its 52-week high. BE and TLN are both in pullback regimes but golden-cross intact with big 3M gains (+117%/+14.5%). CEG remains the clear laggard — strong-down, death-crossed, collapse regime, -40.4% off high. Source: summaries/energy.json (no dedicated 2026-07-07 scan for this watchlist).

• GEV — PROMOTE: RSI 60.7, strong-up, golden cross, -3.7% off 52wk high, +23.4% 30D — the cleanest leader in the basket.
• BE — WATCH: RSI 52.4, pullback regime but golden cross intact, +117.1% 3M, +8.9% 1D — hold, add only on a flag toward SMA20 (~$284).
• TLN — WATCH: RSI 48.2, pullback, golden cross intact, -8.2% 7D but +14.5% 3M — cooling, not broken.
• CEG — PASS: RSI 39.6, collapse regime, death cross, -40.4% off 52wk high — merchant/utility overhang, not a demand story; avoid.

Lead pick: GEV — best trend quality in the group, near its high, still golden-cross. CEG is the one to avoid; it's structurally the weakest name in the watchlist, not just a pullback.