Reason: NVDA is now the story in the complex, RSI jumping from 42 to 57 and closing the SMA200 cushion gap flagged last read; AAPL stays the steady leader near its high; GOOGL cooled from its prior strength; MSFT remains the most damaged name.

Tape-read: AAPL remains the steadiest leader: RSI 63.0, strong-up, golden cross, -0.66% off its 52-week high (tighter than -1.5% last read), +21.76% 3M. NVDA is this week's real mover and directly resolves last read's caution: RSI 42.3→57.2, strong-up, +7.32% 7D, and its SMA200 cushion widened to +10.2% from a thin +2.3% — the "close below SMA200 would end the intact read" risk flagged last scan didn't materialize; instead NVDA had one of its strongest weeks of the cycle. GOOGL cooled the other way — RSI 54.0→47.2, weak-down, -1.14% 7D — still golden-cross and thesis-intact, but no longer the "steadier quality hold" outperforming NVDA it was two reads ago. MSFT remains the most damaged name in the complex, essentially unchanged: RSI 47.9, strong-down, death cross, -30.67% off its 52-week high. Outside this basket, META (tracked under the ai-scan watchlist, not this one) had the single best week of any large-cap in the system — +13.95% 7D, +17.84% 30D, RSI 66.4 — crossing back above its VWAP for the first time since that scan began tracking it. Source: summaries/mag7.json (no dedicated 2026-07-11 mag7 scan; META detail cross-referenced from 2026-07-11-ai-scan.md).

• AAPL — PROMOTE: RSI 63.0, strong-up, golden cross, -0.66% off 52wk high, +21.76% 3M — still the best relative strength in the complex, tighter to its high than last read.
• NVDA — PROMOTE (upgraded from WATCH): RSI 57.2 (up from 42.3), strong-up, golden cross, +10.2% above SMA200 (was +2.3%) — the fragility flagged last scan resolved with a genuine strong week.
• GOOGL — WATCH (downgraded from PROMOTE/WATCH): RSI 47.2 (down from 54.0), weak-down but golden cross intact, +11.23% 3M — cooled from its prior steadier-than-NVDA read.
• MSFT — PASS: RSI 47.9, strong-down, death cross, -30.67% off 52wk high — unchanged, still the most damaged name in the group.

Lead pick: NVDA and AAPL are now co-leaders — NVDA for resolving last read's SMA200 fragility with a strong week, AAPL for the tightest distance to a fresh high. MSFT stays the clear avoid. Note: META's reversal this week was the loudest move in the entire large-cap complex, but it's tracked under a different watchlist.