Market timing indicators separated winners from losers in 2025 through April cycle bottom when long-term and intermediate cycles turned up together. Sandisk gained 570%, Micron rose 249%, Western Digital climbed 291% after that timing signal. PayPal fell 31%, Salesforce dropped 21%, Clorox collapsed 38% despite quality labels. Markets move in bursts concentrated during windows when cycles align. Timing beat holding because markets reward shifting alignment not loyalty to comp
