CAMT, last week's lone confirmed break in the book, got worse — its regime downgraded further from "downtrend" to "collapse" and its 30-day reading deepened from -15.91% to -21.92%. Three of the strongest names — ASML, KLAC, and LRCX — all saw their 30-day reading flip negative for the first time this cycle, while RSI stayed in the high-40s/low-50s and trend labels held strong-up: a real deceleration worth watching, but not yet a break. TER, shared with the supply-chain-traces book, also confirmed its flagged rollover risk with a fresh negative 30-day print.

Data as-of 2026-07-10 close. Prior scan: 2026-07-07-wfe-test-metrology (data as-of 2026-07-06 close).

The broad weekly pullback flagged last scan continued into this cycle, and for most of the book it's still reading as digestion inside intact golden-cross structure — 12 of 14 names remain strong-up trend with vs-SMA200 readings still meaningfully positive. The one exception, CAMT, deteriorated further: its regime label moved from "downtrend" to "collapse," and its 30-day reading deepened from -15.91% to -21.92%, confirming it as the clearest structural damage in the group. A new pattern worth flagging is that three of the strongest names — ASML, KLAC, and LRCX — all saw their 30-day change flip from positive to negative for the first time this cycle (ASML -5.38%, KLAC -4.00%, LRCX -3.29%), even though their RSI readings stayed in the high-40s to low-50s and their trend labels are unchanged at strong-up. That's a real deceleration, not yet a break, but it's the first negative 30-day print any of the three have shown. KLIC, flagged last week alongside AMAT and MKSI as the strongest "promotion" reads, cooled out of that tier — its 30-day gain decelerated from +16.90% to +1.6%. TER (shared with the supply-chain-traces book) confirmed last week's rollover-risk flag: its 30-day flipped from +1.29% to -5.72%.

• CAMT: regime downgraded from "downtrend" to "collapse"; 30-day deepened from -15.91% to -21.92% — the confirmed structural break, worse than last week.
• ASML: 30-day flipped from +4.35% to -5.38% for the first time this cycle; RSI held flat (52.9 → 51.1), still strong-up trend — a deceleration, not a break yet.
• KLAC: 30-day flipped from +10.67% to -4.00%; RSI essentially unchanged (49.3 → 49.4).
• LRCX: 30-day flipped from +8.01% to -3.29%; RSI ticked up slightly (48.3 → 49.0).
• KLIC: cooled out of last week's "promotion" tier — 30-day decelerated from +16.90% to +1.6%, distance from high widened -11.92% → -16.49%.
• TER: confirmed the flagged rollover risk — 30-day flipped from +1.29% to -5.72%, distance from high widened -22.22% → -26.30%.
• AMAT: held up best of the leaders — RSI roughly steady (52.8 → 53.9), distance from high improved (-19.86% → -18.54%).
• ONTO: improved — RSI 48.4 → 52.7, distance from high improved -21.37% → -16.82%.
• MKSI: roughly steady — RSI 50.4 → 50.8, still one of the sturdier names in the book.
• ACLS: last week's sharpest single-week drop (-13.72% 7D) stabilized on the week (7D -4.53%) but its 30-day deepened further (-9.56% → -17.41%).
• BESIY: thesis still rated intact; 30-day deepened from -8.87% to -20.43% while distance from high held roughly flat.

Regime and trend labels describe chart structure, not a trade call. CAMT's move from "downtrend" to "collapse" is the one label change in this book that matters on its own — a genuinely worse structural state, not just a lower RSI. ASML/KLAC/LRCX's fresh negative 30-day prints are worth flagging precisely because their RSI and trend labels haven't moved — that combination (decelerating momentum, unchanged structure) is the signature of healthy digestion until proven otherwise; treat it as a watch item, not a downgrade.

Tier A — Uptrend leaders, still confirmed (RSI 48+, strong-up): AMAT, ONTO, ASML, MKSI, KLAC, LRCX, KLIC. ASML, KLAC, and LRCX are the three to watch here — first negative 30-day print of the cycle for all three, worth confirming this cools into a flag rather than something deeper.

Tier B — Confirmed structural break: CAMT. Regime downgraded again (downtrend → collapse), the clearest damage in the book, and it got worse rather than stabilized.

Tier C — Mid-pack digestion (RSI 40-47, weak-down): ENTG, AMKR, FORM, TER, ACLS, BESIY. TER's flagged rollover risk is now confirmed; BESIY remains the one thesis-intact pullback candidate.