CRS, last week's standout with RSI 73.7 flagged as "both the book's strongest name and its nearest overbought risk," cooled hard — RSI down to 55.6 on a real price pullback (-6.6% off its 07-06 close) while staying in an uptrend regime, -7.57% from its 52-week high. TER's rollover-risk flag from last scan materialized: its 30-day reading flipped from +1.29% to -5.72% and distance from its 52-week high widened to -26.30%. AMVMF is now the book's most oversold name (RSI 29.2) inside a down trend with no thesis rating — not a confirmed buy signal.

Data as-of 2026-07-10 close. Prior scan: 2026-07-07-supply-chain-traces (data as-of 2026-07-06 close).

The book's leadership pocket — CRS, ASX, ATEYY, KLIC, SDVKY, TDY — all cooled meaningfully off last week's RSI highs, but every one of them held its uptrend/strong-up trend label through the pullback, reading as digestion rather than a break. CRS is the clearest example: RSI eased from 73.7 to 55.6 on a genuine price pullback ($619.25 → $578.61), while its distance from its 52-week high widened only modestly, from -1.08% to -7.57% — still an uptrend regime. TER is the exception that did not resolve cleanly: flagged last scan as needing to stabilize "or it starts looking like CAMT" (the wfe-test-metrology book's confirmed break), its 30-day reading instead flipped negative (+1.29% → -5.72%) and its distance from its 52-week high widened to -26.30% from -22.22% — the rollover risk materialized rather than faded. MP remains the clean structural avoid, unchanged in its downtrend regime. BESIY, flagged last week as the pullback-entry candidate on a thesis-intact rating, saw its 30-day reading deepen (-8.87% → -20.43%) while its distance from its 52-week high held roughly flat — still the one actionable pullback name in the book. AMVMF is a fresh flag: RSI dropped to 29.2, the deepest oversold read here, but it sits inside a down trend with no thesis rating — worth watching, not buying on the RSI alone.

• CRS: RSI 73.7 → 55.6 on a genuine price pullback; still uptrend regime, -7.57% from high (was -1.08%) — the flagged overbought risk resolved into an orderly cooldown so far.
• ASX: RSI 60.1 → 56.7, 30-day gain decelerated from +23.17% to +17.1% — steady cooldown, still strong-up.
• TDY: RSI 60.1 → 50.6, regime shifted from uptrend to basing — a real cooldown.
• SDVKY: RSI 57.2 → 49.9, regime shifted from strong-up to basing.
• KLIC: RSI 53.2 → 48.9, 30-day gain decelerated sharply from +16.90% to +1.6%.
• TER: 30-day flipped from +1.29% to -5.72%; distance from high widened -22.22% → -26.30% — the flagged rollover risk from last scan confirmed.
• BESIY: 30-day deepened from -8.87% to -20.43%; distance from high held roughly flat (-21.63% → -21.64%) — thesis still rated intact.
• MP: unchanged structural avoid — still strong-down trend, downtrend regime, distance from high widened slightly (-47.12% → -47.92%).
• AMVMF: RSI dropped from 37.3 to 29.2 — now the book's deepest oversold read, still inside a down trend with no thesis rating.
• WOLF, ELMT: both deteriorated further in a too-young regime (no SMA200 baseline yet) — WOLF's distance from high widened to -56.34% (was -51.16%).

An uptrend/strong-up label cooling in RSI (CRS, ASX, KLIC, SDVKY, TDY) is digestion, not weakness, as long as the regime label itself doesn't downgrade. TER's flip from a flat 30-day read to a negative one, alongside a widening distance from its high, is the kind of change that does matter — it's the confirmation of last week's explicit caution, not a fresh coincidence. AMVMF's RSI 29.2 sits in the "oversold" icon range by the numbers alone, but a down trend with no thesis rating means it needs independent confirmation before it's treated as a signal rather than a falling name that happens to be cheap.

Tier A — Cooling confirmed uptrends (RSI 48+, strong-up): ASX, CRS, ATEYY, TDY, SDVKY, KLIC. All decelerated meaningfully off last week's overbought reads but held trend structure — orderly digestion so far.

Tier B — Confirmed rollover risk: TER. The flagged concern from last scan materialized — 30-day flipped negative, distance from high widened.

Tier C — Pullback / mid-pack (RSI 40-45, weak-down): AMKR, KMT, KEYS, BESIY. BESIY is the one name here with a thesis-intact rating.

Tier D — Structural avoid, unchanged: MP. Still the clean downtrend-regime laggard.

Tier E — Thin/uncertain baseline (too-young regime): ELMT, WOLF. Both deepening with no SMA200 history to confirm structure.

Tier F — Deepest oversold, unconfirmed: AMVMF. RSI 29.2 but down trend, no thesis rating — needs confirmation before treating as a signal.