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Cadence remains the only laggard showing a genuine absolute-and-relative turn after Friday, but Synopsys and Nvidia both report Wednesday. UPS is still a secondary watch; cybersecurity remains quarantined. There is no clean Sunday buy.
Cadence is the first laggard this week to show both absolute and relative repair, while UPS still has a large unresolved FedEx gap without a breakout. Cybersecurity bounces remain contaminated by peer weakness. There is no clean buy yet.
UPS is the only fresh laggard with the right short-vs-medium relative shape, but its turnaround still has real company-specific risks. Fortinet and F5 look better only because cybersecurity peers fell harder. There is no clean buy today.
Fortinet and F5 still carry genuine cybersecurity peer gaps into Monday, but Friday broke the first Fortinet bounce and neither stock has earned a catch-up entry. A firmer tech backdrop makes today a useful confirmation test, not a reason to front-run it.
Sunday adds no new U.S. cash-session evidence, so Fortinet and F5 remain the only clean unresolved catch-up watches. Both still lag cybersecurity peers over medium windows, but neither has earned a Monday entry yet.
Friday erased Fortinet's first relative-strength attempt, while F5 remains a persistent cybersecurity laggard with intact fundamentals. The seven-session audit adds a freshness rule; there is no clean Monday catch-up entry yet.
L3Harris is finally showing the kind of short-window relative turn a catch-up screen should want, while Fortinet and UPS still lag without enough price confirmation. The seven-session audit adds a stale-gap filter before Thursday's PPI release.
Fortinet, L3Harris and UPS still show real peer gaps into Wednesday, but the latest seven-session audit says one-day rebounds are not enough. With July CPI due before the open, there is no clean catch-up buy yet.
L3Harris, Fortinet and UPS still show meaningful peer gaps, but Tuesday's screen finds no clean buy yet. LHX is closest to confirmation.
