GEMISCHTER FORTSETZUNGSTAG nach Donnerstag-MEGA-V-Bottom - NYSE Breadth haelt bei 1.813 (STARK Zone, -190 vs Donnerstag), Quality-Rotation und Space-Sektor-Capitulation. SPY +0,54%, QQQ +0,59%, IWM +0,87% breite Beteiligung. HALBLEITER-CONTINUATION (Tag-2-Bestaetigung): ARM +11,27% Arm-MEGA-Tag-2, STX +7,25% Seagate-MEGA, TER +5,72% Teradyne, KLAC +5,55%, INTC +6,51% Intel-Comeback, WDC +6,35%, AMD +4,73%, AMAT +2,64%, ANET +4,37% Arista, MCHP +2,47%, TXN +1,35%, NXPI +0,76%, SWKS +1,70%, ADI +1,37%. ALB +7,14% Albemarle-MEGA, ZBH +6,27% Zimmer Biomet-MEGA, MSTR +3,18%, STZ +3,77% Constellation, ROKU +20,08% MEGA-SIEG (in Watchlist), RIVN +7,85% Rivian-Comeback. SPACE-SEKTOR-CAPITULATION: ASTS -15,53% MEGA-Crash post-FOMO, LUNR -13,12%, RKLB -10,79%, BKSY -9,87% Black Sky, IRDM -5,19% Iridium. SOFTWARE-WEITER-SCHWAECHE: ADBE -6,76% Adobe Continuation-Crash, MDB -3,28%, AI -3,28%, ANSS -4,69%, NOW -0,90%, MELI -1,27%, VEEV -1,24%, TWLO -1,23%. APPLE Schwaeche: AAPL -1,52% Apple, AMZN -1,23%, META -0,26%, NFLX -1,14%, NVDA +0,16% flat, MSFT +0,10%. CRYPTO-MINER-SCHWAECHE: RIOT -3,55%, SMCI -4,72%, ONDS -5,09%, PINS -6,00% Pinterest Crash. PHARMA-MIXED: ABT -1,64%, MRK -1,42%, GILD -0,22%, TMO -1,33%, BMY weak. DEFENSIVE-COMEBACK: TGT +1,95% Target, SPG +1,95% Simon Property, T +2,52% AT&T, TMUS +1,77%, NEE +1,36%, EXC +1,54%, MET +1,44% MetLife, ELV +1,23%, SYK +2,15% Stryker, ALL +0,94%, MCO +1,36% Moodys, SPGI +1,35%, V +1,05% Visa. ENERGY mixed: MPC +1,06%, VLO solid, DVN +1,57%, EOG flat. Krypto-Decoupling: AVAX +5,60%, FET, LINK gemischt, BTC schwaecher. Klassischer Verarbeitungstag nach V-Bottom mit Halbleiter-Tag-2-Bestaetigung und Space-Spike-Capitulation.

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