Dycom sold off after Q2 because guidance shifted about $150M of wireless program revenue into fiscal 2028, but the cited scope is unchanged rather than lost [#12, #21]. Underneath that reset, Q2 showed $2.006B of revenue, 16.7% organic growth, $5.29 adjusted EPS, and a $12.242B backlog up 53.2%, supporting the view that fiber, telecom, and AI data-center infrastructure demand remains intact [#14, #15]. Cross-sectional AI-infrastructure earnings strength adds a sector-beta tailwind rather than leaving the bounce dependent only on a chart reversal [#29].

Modine's pullback looks less like a demand break and more like an execution reset: Q1 revenue rose 28%, EPS beat, FY27 guidance was affirmed, and data-center revenue surged 78%-90% [#3, #33, #34]. The stronger why-now hook is hyperscaler validation, with reports tying Google and Amazon to Modine's data-center cooling demand and a single-customer agreement worth more than $4B with a $165M deposit through 2029 [#15, #53, #55].

Westlake’s why-now hook is the sector turn in PVC and chemicals: buyer checks confirmed higher resin prices, while recent positioning framed chemicals as a defensive place to hide and WLK as a bigger margin-expansion beneficiary [#2, #3]. The prior setup specifically targeted an entry when RSI fell below 30, so the rebound now has both the commodity-pricing narrative and technical washout confirmation behind it [#8].