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Monday: OUST up to +14.4 (lidar carrying the enabler tier), SYK +8.2 leading the surgical anchors, ZBRA/CGNX/TER all +4. ARM the laggard at -13.7 on tape rotation; humanoid pure-plays remain private, holding the brain (NVDA -5) and the chip-IP (ARM) is the bet. Industrial automation finally lifted (ROK flat, EMR -5, DE +2.2). Order books and install bases compound on a quarterly cadence, not a Monday cadence. Bench (SYM, SERV, ABBNY, FANUY, LAZR) all still off-universe.

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