EOW Phase 0a refresh: CRWD's tape and fundamentals converge; the mega-cap cohort still refuses to move as a bloc

Event

EOW Phase 0a refresh: CRWD's tape and fundamentals converge; the mega-cap cohort still refuses to move as a bloc

Summary

  • Type: monitoring-check (subtype: qualitative continuity, no fresh precompute tape) - event_id: 2026-08-14-war-ends-playbook-eow-phase-0a-refresh - Source: (Focus List — MSFT, NVDA, GOOGL, AMZN entries; Insight Wire — CRWD convergence line; Sector Scorecard "Cloud SaaS"). - Shift: The surviving concentrated-long cohort continues to split rather than move
3 events
DateTypeEvent
Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 TweetGlobal Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record Jul 1 InvestigationIran war second and third order effects beyond oil

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