Monster / breadth tape scan
Monster / breadth tape scan
Daily tape check. 946 unique stocks across 81 watchlists, on the 2026-07-13 settled close.
| Tier | Definition | Count |
|---|---|---|
| 🔥 Tier 1 — Parabolic | 60%+ above SMA200 | 36 |
| ⚡ Tier 2 — Monster | 40–60% above SMA200 | 37 |
| 🚀 Tier 3 — Strong | 30–40% above SMA200 | 32 |
| 🏛️ Secular monsters | multi-year outperformers in pullback | 164 |
The finding: the names we declined are the names still running
Three of the top of Tier 1 are the exact names the Miss Autopsy named two days ago.
| vs SMA200 | 3M | 30D | RSI | ||
|---|---|---|---|---|---|
| ABSI | +137% | +234.4% | +40.4% | 58 | conviction miss (own roster, no position) |
| DELL | +119% | +123.1% | +4.4% | 56 | the canonical omission miss (2026-03 "trim zone, not an add") |
| TXG | +99% | +77.6% | +29.6% | 69 | conviction miss (own roster, no position) |
RSI 56–69, not 80+. These are not exhausted. The autopsy's defence was that the declined names were running on fumes — RSI above 70 on sub-1× volume. That defence is weaker now: ABSI is at RSI 58 having added another 40% in a month, DELL at 56. A parabola with a mid-50s RSI is a name that has digested its move, not one about to give it back.
This is the third scan in a row where the omission set outperforms the owned set. It
does not mean chase them; it means the entry-trigger gap the autopsy filed is not
academic, and the follow-up ("write the mid-cap entry trigger into
biotech-capital-cycle") is the most valuable open row on the board.
Memory: the split holds
MU is still 100% above its 200-day and simultaneously −13.9% on the month — the name is rolling over from a very high base, exactly the shape the ASP repricing read described. Parabolic-and-falling is a distribution signature, not a breakout.
New in Tier 2
WYFI (+60% vs SMA200, +138% 3M), DNTH, BTSG, and DVA at RSI 76 — the only overbought print worth naming; a healthcare compounder 1.7% off its high.
The failure
NTLA — the July 9 call ("the turn is already on") is invalidated. Close $13.02 against a $14.20 invalidation cluster, RSI 36, −27% on the week, 17% below the 20-day. The golden cross that opened the call gave the entire move back in five sessions. Flag recorded; no re-entry without a new base.
All prices, RSI and returns from an internal tape refresh (2026-07-13
settled close), read from the desk's pre-computed watchlist summaries. Cohort
membership and the prior verdicts on TXG/ABSI/DELL from the Miss Autopsy
(2026-07-13-miss-autopsy-week-ending-2026-07-10) and the NTLA call record
(2026-07-09-ntla-the-turn-is-already-on).
Related
10 eventsNo direct external sources are attached to this read.