RISK-ON CONTINUATION TAG 2 nach V-Bottom - NYSE Breadth haelt bei 1.535 (STARK Zone), Halbleiter MEGA-Continuation und Mega-Cap-Tech-Bid. SPY +1,76%, QQQ +3,14% Tech-MEGA-Rally, IWM +0,58% Small-Cap moderat. HALBLEITER-MEGA-CONTINUATION (Tag-3-Bestaetigung): WDC +16,10% Western Digital MEGA, MU +10,84% Micron-MEGA, MRVL +10,43% Marvell, STX +9,43% Seagate, ARM +8,33%, ON +7,80%, TER +7,24% Teradyne, AMD +6,98%, MCHP +5,33%, MPWR +4,75%, TXN +4,06%, TSM +4,12%, NXPI +3,61%, AMAT +3,27%, AVGO +3,11%, SWKS +3,10%, NVDA +3,54%. ANET +3,58% Arista. MEGA-CAP-TECH BID: META +4,67% Meta, AMZN +3,13%, MSFT +2,31%, NDAQ +2,32%, NET +3,16% Cloudflare, MDB +3,32%, TEAM +3,42% Atlassian, MELI +3,57% MercadoLibre, MSTR +5,78%, ABNB +5,05% Airbnb. INDUSTRIALS COMEBACK: BA +4,52% Boeing, ETN +4,00% Eaton, TT +3,12% Trane, GE +2,08%, EMR +2,41%, FTNT +2,18%. MEGA-WINNERS: WDC +16,10%, DASH +11,63%, MU +10,84%, MRVL +10,43%, STX +9,43%, BITF +9,09%, SNAP +8,56%, ARM +8,33%, WULF +8,10%, ON +7,80%, TER +7,24%, AMD +6,98%, UEC +6,71%, DOCN +6,37%, UBER +5,81%, MSTR +5,78%, ASTS +6,26%. ENERGY-CRASH: MPC -4,83% Marathon, VLO -4,45% Valero, SLB -4,40% Schlumberger, XOM -4,09% Exxon, COP -4,03% ConocoPhillips, DVN -3,93%, EOG -3,42%, HAL -3,73%, OXY -3,84%, XOP -4,22%. ENERGY-SEKTOR-ROTATION raus. PHARMA-SCHWAECHE: MRK -3,49% Merck, ABT -1,64%, GILD -1,03%, AMGN -1,31%. ANSS -4,69%, LDOS -6,19% Defense-Schwaeche, NOC -1,02%. ENPH -4,02% Solar-Reversal. Defensives mixed: TGT -1,52%, SPG -1,54%, MET -1,33%, T -1,23%. Krypto-Mining: BITF +9,09%, WULF +8,10% Tag-2 stark. Klassische Risk-On-Continuation mit Halbleiter-Tag-3-Bestaetigung und Energy-Sektor-Capitulation als Spiegelbild.

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