BE — last scan's only "carry-forward" pick in this watchlist — broke down hard: price fell -17.1% to $244.61, RSI dropped from 52.4 to 43.0, and trend flipped from strong-up to weak-down (still golden-cross and still marked thesis "intact," but the chart no longer backs that up). RIVN and LCID, the two hottest movers flagged last scan, reversed just as sharply — RIVN gave back its +13.1% pop (now -10.77% 7D, RSI 70.6→53.8) and LCID's "huge one-day pop" fully round-tripped (RSI 60.6→45.1, now -83.5% off its 52-week high, deeper than before). TE was the sharpest single move in the batch: -24.2% in a week, RSI 49.4→39.4. The Chinese EV cohort (LI, NIO, XPEV, BYDDY) stayed structurally broken, unchanged in substance.

Data as-of 2026-07-10 close. All numbers from precomputed summaries/ev-clean-energy.json. Prior scan: 2026-07-07-ev-clean-energy (2026-07-07, data as-of 2026-07-06 close).

This was a broad reversal week for the group's strongest names. BE, the lone carry-forward pick from last scan with an intact golden cross and thesis, fell -17.1% and flipped its trend label to weak-down — the golden cross is still technically there, but the price action no longer confirms it. RIVN and LCID, flagged as the week's two hottest movers last scan (RIVN's +13.1% 7D pop, LCID's one-day +9.5% spike), both gave the gains straight back: RIVN is down -10.77% over the week with RSI cooling from 70.6 to 53.8, and LCID fell -10.77% as well, pushing it to a fresh -83.5% off its 52-week high. TE was the sharpest single mover in the batch, down -24.2% in a week and flipping from strong-up to weak-down. The Chinese EV basket (LI, NIO, XPEV, BYDDY) remains structurally broken — all still death-crossed, still negative on 30D except a small LI bounce — no change in substance from last scan's "stays avoid" call. Solar/lithium (ALB, LIT, ENPH, FSLR, SQM) stayed broadly weak, with ALB now RSI 28.3, the group's most oversold print alongside PLUG.

• BE broke its uptrend: price -17.1% ($295.05→$244.61), RSI 52.4→43.0, trend strong-up→weak-down. Still golden-cross and thesis "intact" per the engine, but the chart no longer supports the "carry-forward" call from last scan.
• RIVN gave back last scan's hot move: 7D flipped from +13.1% to -10.77%, RSI 70.6→53.8, now -22.96% off its high (was -11.2%).
• LCID's one-day pop fully reversed: RSI 60.6→45.1, trend weak-up→strong-down, now -83.53% off its 52-week high (was -80.2%).
• TE was the sharpest single-name move in the batch: -24.2% 7D, RSI 49.4→39.4, trend strong-up→weak-down.
• ALB deepened into oversold: RSI 32.5→28.3, now tied with PLUG as the group's most oversold print; 30D -10.5%→-20.55%.
• Chinese EV cohort (LI, NIO, XPEV, BYDDY): no material change — still death-crossed, still the avoid group from last scan.

"Golden cross" (BE, SEDG, FSLR, LIT, ALB, SQM, DRIV, KARS, TAN, ICLN, NXT, ENS, TE this scan) confirms a longer-term uptrend, but it does not update as fast as price — BE and TE both still carry one even after this week's sharp reversals, which is why the trend label ("weak-down" for both now) matters more than the cross for a near-term read. RSI below 30 (ALB, PLUG) flags oversold, not a buy — a falling-knife name in a "collapse" or "down" regime should be treated as a value trap, not an entry, until the trend itself turns. The "thesis" flag (BE, TSLA, BYDDY carry "intact" this scan) is a separate, engine-level call about the underlying business case that can lag the chart, as it currently does for BE — a useful caveat, not a contradiction to wave away.

REVERSALS — LAST SCAN'S LEADERS BROKE DOWN: BE ($244.61, RSI 43.0, weak-down, -30.37% from high) flipped from strong-up to weak-down on a -18.9% week — still golden-cross and thesis "intact" per the engine, but the chart no longer supports "carry-forward." RIVN ($17.48, RSI 53.8, up, -22.96% from high) and LCID ($5.55, RSI 45.1, strong-down, -83.53% from high) both fully gave back the hot moves flagged last scan.

SHARPEST SINGLE MOVE: TE ($6.85, RSI 39.4, weak-down, -45.16% from high) fell -24.2% in a week, the largest move in the batch, flipping from strong-up to weak-down.

DEEPENING WEAKNESS: ALB ($126.05, RSI 28.3, -42.96% from high) and PLUG ($2.23, RSI 28.0, -51.31% from high) both pushed into oversold territory with no basing evidence — falling-knife profiles, not entries.

STILL AVOID — CHINESE EV COHORT: LI ($12.10, RSI 33.8, strong-down, -62.22% from high), NIO, XPEV, and BYDDY all remain death-crossed and structurally broken; no name in this group has reclaimed its SMA200.