Reason: AAPL is the clear leader (golden cross, +9.7% 7D); GOOGL holds a clean golden cross too; NVDA is exactly where the desk-wide "semis leadership rolling" call shows up — weak-down despite an intact cross; MSFT/META stay death-crossed.

Tape-read: The complex is still split along the same line as the last two roundups. AAPL is strong-up, golden cross, RSI 62.6, +9.74% 7D, +15.5% above SMA200 — the clean leader. GOOGL is weak-down but golden-cross intact, RSI 54, +103.95% 1Y — still the highest-quality hold outside AAPL. NVDA is the name that directly confirms this week's cross-desk "semis leadership rolling" read: weak-down, pullback regime, RSI 42.3, -6.27% 30D, and only +2.3% above SMA200 — a golden cross technically intact but on a thin margin. MSFT and META remain death-crossed and structurally the most damaged (-30.4%/-24.6% off high). Source: summaries/mag7.json (no dedicated 2026-07-07 mag7 scan; cross-referenced against 2026-07-07-market-pulse.md for the sector-rotation context).

• AAPL — PROMOTE: RSI 62.6, strong-up, golden cross, +9.74% 7D, +23.45% 3M, -1.5% off 52wk high — best relative strength in the complex.
• GOOGL — PROMOTE/WATCH: RSI 54.0, weak-down but golden cross intact, +2.88% 7D, +103.95% 1Y — the steadier quality hold.
• NVDA — WATCH: RSI 42.3, weak-down/pullback, golden cross intact but only +2.3% above SMA200 — this is the semis-rolling fragility flagged desk-wide; a close below SMA200 (~$191) would end the "intact" read.
• MSFT — PASS: RSI 48.6, strong-down, death cross, -30.4% off 52wk high, -12.7% vs SMA200 — most damaged name in the group, avoid adding.

Lead pick: AAPL — clean golden cross, best 7D/3M prints, near-term leadership confirmed. NVDA is the one to watch closely: still technically intact but the thinnest SMA200 cushion in the complex, directly tracking this week's semis-rolling caution.