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Bargain Bin

raw scan snapshot — prices as of scan date, not live 18 rows · screens, not recommendations

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

  • INTU, HUBS — explicit broken-thesis flags in the data. Don't buy the drawdown.
  • TTD — the least-recovered falling knife in the set (-78.9% from high, flat).

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.
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