(https://www.cnbc.com/2026/07/08/momentum-stocks-fall-into-correction-territory-is-it-time-to-buy.html) territory looks like capitulation. Wall Street's telling you it's noise, not signal. But here's what they're missing: this isn't a rotation, it's a demand recognition problem hiding in plain sight. When your highest-conviction names start rolling over on zero negative news, the marginal buyer isn't there anymore.

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