Bargain Bin
Bargain Bin
2026-07-07 Bargain-Bin Scan — Separating Basing From Still-Collapsing
Data as-of 2026-07-06 close. Source: summaries/bargain-bin.json. Per desk doctrine, this bucket is a deep-value/falling-knife screen, not a buy list — the desk is trend-hold, not bottom-fishing. The job here is separating names that are basing (RSI turning, price stabilizing, early bounce) from names still actively collapsing with no stabilization signal. Two names carry an explicit "broken thesis" flag and should be avoided outright regardless of how cheap they look.
Still Collapsing — No Stabilization Signal
| Ticker | Price | RSI | vs 52wk High | 30D | Regime | Note |
|---|---|---|---|---|---|---|
| TTD | $19.31 | 49.7 | -78.9% | -0.6% | collapse | Deepest drawdown in the set, flat — no bounce attempt |
| INTU | $272.14 | 41.4 | -66.6% | -10.9% | collapse | thesis: BROKEN — avoid |
| HUBS | $193.84 | 50.9 | -65.9% | -6.9% | collapse | thesis: BROKEN — avoid |
| SAP | $160.49 | 47.0 | -48.8% | -11.8% | downtrend | Still grinding lower |
| NFLX | $76.02 | 43.7 | -41.3% | -8.0% | collapse | -23% 3M, no basing yet |
| WMT | $110.65 | 34.0 | -18.1% | -7.7% | pullback | Oversold but still falling — not a bounce |
Basing / Bouncing — Watch, Not Yet a Buy
| Ticker | Price | RSI | vs 52wk High | 7D | 30D | Note |
|---|---|---|---|---|---|---|
| ORCL | $143.76 | 30.5 | -58.4% | -5.5% | -32.1% | Most oversold name in the set, +2.5% today — earliest possible bounce |
| PLTR | $132.54 | 54.1 | -36.1% | +9.4% | -2.9% | thesisState intact, sharpest bounce of the group |
| META | $600.29 | 54.5 | -24.6% | +2.6% | +2.6% | Mega-cap, bouncing off a real drawdown |
| ZS | $150.42 | 61.4 | -55.4% | +5.6% | +16.4% | Best 30D in the group — closest to a real base |
| WDAY | $137.99 | 59.3 | -44.8% | +7.3% | -4.0% | RSI healthiest of the SaaS names here |
| CME | $234.76 | 39.0 | -28.7% | +6.8% | -6.4% | Early bounce, still below SMA20/50 |
| PYPL | $45.09 | 58.1 | -43.3% | +2.1% | +9.3% | Basing, clean 30D |
| DPZ | $305.91 | 49.4 | -38.3% | +7.0% | -1.8% | Early bounce |
| LULU | $115.64 | 45.9 | -53.2% | +3.0% | -1.6% | Early bounce inside a collapse regime — fragile |
| ADBE | $218.07 | 49.6 | -43.6% | +5.1% | -11.0% | Early bounce, 3M still deeply negative |
| NKE | $43.34 | 50.3 | -45.9% | +7.3% | +0.3% | Flat 30D after a 7D pop |
| CRM | $165.65 | 49.6 | -40.2% | +3.8% | -9.0% | Modest bounce, still collapse regime |
Promotion Candidates
None promoted this cycle — per trend-hold doctrine, nothing here re-qualifies until a golden cross forms. ZS and WDAY are the closest to a genuine base (best 30D reads, healthiest RSI) and are worth a name-level check if a golden cross prints.
Rollover Risks / Avoid
Open Questions
- ORCL's RSI 30.5 + today's +2.5% bounce is the single most extreme oversold reading in the bin — worth a name-level follow-up to check whether this is a real stabilization or a dead-cat bounce inside a -32% 30-day move.
Related
9 eventsNo direct external sources are attached to this read.