Charts.
Every ticker. Every sector. Mag 7. Semis. Cloud. Finance. Energy. Health. Defense. Crypto. White X-pattern projects estimated top + bottom on each chart.
Blockade stays. War-Powers clock running. This is a ROTATION tape, not a sell-off. Money OUT of TSLA/EV/discretionary, IN to AI-infra capex (AVGO · PLTR · ANET · VRT · ORCL · DELL · AMD · ARM · NVDA · SMCI), defense, refiners. Read rotation, not headline.
AI-INFRA BASKET: AVGO · PLTR · ANET · VRT · ORCL · DELL · AMD · ARM · NVDA · MU. SKIP: TSLA · META · MSFT · COIN.
MU · Micron HBM3E + HBM4 SOLD OUT thru 2026 · PT $523 · 70% YTD · the picks-and-shovels of the picks-and-shovels (not late, just expensive)
CATALYSTS · MON: PLTR AMC · TUE: AMD AMC (PRINT OF THE WEEK) · WED: ARM/Disney/Uber/Shopify/Airbnb/Coinbase · FRI: NFP +73K consensus
NO PRINT HOLD · NO SWING INTO NFP · FLAT BY 1PM PT · CASH IS THE HEDGE · FED HELD 3.5–3.75% (4 DISSENTS)
MLX 27B SOVEREIGN · ZERO CLAUDE · 147 TICKERS