Monitoring check: arms-dealers steady, TER flags a rollover risk, drone-defense echoes the same spec-vs-arms-dealer split one sector over

Event

Monitoring check: arms-dealers steady, TER flags a rollover risk, drone-defense echoes the same spec-vs-arms-dealer split one sector over

Summary

  • Type: monitoring-check - event_id: 2026-07-07-physical-ai-robotics-monitoring-check - Source: ; ; ; perspective data table (2026-07-06 close). Core arms-dealers are holding their durable-uptrend character — CGNX (RSI 57.9, +11.4% 30D), ROK (RSI 57.8, +6.9% 30D), and
4 events
DateTypeEvent
Jul 8 ArticleThe Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up Jul 3 Peer ReviewSystematic peer review: crux_capital physical-AI conviction basket vs our engine Jul 2 Tweethis 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI Jun 30 Market SignalRobotics Rotation Source Convergence

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