MSTR’s dip-buy signal has improved: RSI is back above the 30 washout line at 36.45, and the stock is trying to turn from the same low-$90s zone that drew bottoming calls [#43]. The setup gets help from a softer CPI read that gives Bitcoin a cleaner liquidity backdrop [#55], while repeat upside call flow near spot shows traders are already positioning for a short-term continuation [#61].

BAH’s washout has a clearer why-now hook than a simple chart bounce: DOGE’s July 4 wind-down follows an 18-month period of federal contract cancellations, including 31 Treasury contracts tied to BAH in January [#1]. The bull case is that defense and intelligence demand remains the higher-quality federal-services sleeve, while July NDAA, DoD budget, SDA allocation, and BAH earnings markers can reset the narrative [#7, #10].