Reason: GEV/TLN stay the AI-power leaders even as GEV cools from an even cleaner print; BE - flagged as the one carry-forward pick last read - broke its own uptrend on a weak week; CEG remains in outright collapse.

Tape-read: AI-power generation stays the strongest sub-group, but even the leaders cooled this week. GEV's RSI eased to 53.7 (was 60.7, -7.79% 7D) though it remains strong-up, golden cross, +20.44% 30D and still just -8.73% off its 52-week high. TLN held up better — RSI 51.5 (was 48.2), still in a pullback regime but golden cross intact, +11.89% 30D. BE is the disappointment: it was last read's lone "carry-forward" pick, and it broke its own uptrend this week — trend flipped strong-up→weak-down, RSI fell 52.4→43.0 on a -18.9% weekly drop, per the ev-clean-energy scan's read on the name. It's still golden-cross and thesis-flagged "intact," but the chart no longer backs that call. CEG remains the clear laggard — strong-down, death-crossed, collapse regime, -39.1% off high, essentially unchanged. Source: 2026-07-11-ev-clean-energy (BE overlap) + summaries/energy.json (no dedicated 2026-07-11 scan for the full energy watchlist).

• GEV — PROMOTE/WATCH: RSI 53.7 (down from 60.7), strong-up, golden cross, -8.73% off 52wk high, +20.44% 30D — still the basket's cleanest structure, just cooling from an even cleaner print.
• TLN — WATCH: RSI 51.5 (up from 48.2), pullback regime but golden cross intact, +11.89% 30D — holding up better than GEV/BE this week.
• BE — PASS (downgraded from WATCH): RSI 43.0 (down from 52.4), trend flipped strong-up→weak-down on a -18.9% week — golden cross and thesis flag still say "intact," but the chart broke; wait for the trend to re-confirm before treating as a carry-forward again.
• CEG — PASS: RSI 45.1, collapse regime, death cross, -39.1% off 52wk high — unchanged laggard, no demand-story evidence.

Lead pick: GEV — still the best trend quality in the group even after cooling. BE is this week's downgrade: the one name that had earned "carry-forward" status broke its own uptrend, and the engine's "intact" thesis flag is now out ahead of the actual chart.