Exactly one name in this 69-ticker universe meets the strict screen (RSI < 30 AND price below its 20-day average) this cycle: ORCL, at RSI 29.3. Two names missed by the thinnest possible margin — ISRG (RSI 30.2) and NFLX (RSI 30.5) both sit below their 20-day average but just above the RSI-30 line, worth watching as the next candidates to qualify. The bin's other story is a bifurcated tape: while ORCL/ISRG/NFLX/MRVL sit deep in the discount pile, a cluster of software names — PYPL (RSI 80.3, now parabolic), ADBE, WDAY, PANW, CRWD, OKTA — extended hard in the same window, the mirror image of the broad-market cooldown flagged in this cycle's ETF-universe scan. INTU's explicit broken-thesis flag persists despite a continued price bounce — per desk doctrine, still an avoid regardless of the chart.

Data as-of 2026-07-17 close (LRCX's feed is one session stale at 2026-07-16 — noted below). Source: summaries/bargain-bin.json, filtered for RSI < 30 AND vs SMA20 < 0, then widened to the next-closest cluster since the strict filter returned only one name — ranked by thesis quality × discount depth. Prior scan: 2026-07-11-bargain-bin (2026-07-10 close).

The strict bargain-bin filter — RSI below 30 and price below its 20-day average — returns exactly one name this cycle: ORCL ($126.41, RSI 29.3, vs-20-day -13.0%, 30D -31.17%, -63.4% from its 52-week high). Last scan flagged ORCL as "reclassified from basing to still collapsing" after its 30-day change deepened while RSI barely moved; this cycle confirms that read — RSI ticked down further (31.3→29.3) and the 30-day decline deepened again (-23.3%→-31.17%). This is now a genuine, sustained breakdown rather than a plateau.

Two names missed the strict cut by the thinnest possible margin. ISRG ($345.42, RSI 30.2, vs-20-day -14.4%, 30D -15.08%) has fallen hard from a much healthier RSI 45.0 last scan — a real, fresh deterioration in a name whose thesis is still tagged intact, not a slow bleed. NFLX ($68.95, RSI 30.5, vs-20-day -6.7%, 30D -10.89%) continues a multi-scan slide with no stabilization signal — its RSI has now fallen in three consecutive scans (43.7→37.5→30.5). Neither technically clears the RSI-30 threshold, but both are close enough to treat as the next candidates if the trend continues.

INTU carries the same explicit thesis: broken flag from last scan (RSI 52.7, -64.2% from its 52-week high, vs-20-day +7.1%) despite another price bounce this cycle (30D +9.51%, was -0.3%). Per desk doctrine, no bounce in price clears a broken-thesis flag — this stays an avoid regardless of how the chart looks.

The more interesting divergence this cycle is a bifurcated tape. While ORCL/ISRG/NFLX/MRVL sit in real discount territory, several software and payments names ran hard in the opposite direction during the same window that the broader market cooled (see this cycle's ETF-universe scan for the broad-market context): PYPL rocketed from RSI 61.3 to 80.3, now flagged parabolic regime with a 30-day gain of +33.05%; ADBE (RSI 61.1, 30D +21.57%), WDAY (RSI 60.4, 30D +23.82%), PANW (RSI 67.4, 30D +24.64%), CRWD (RSI 62.9, 30D +18.61%), and OKTA (RSI 64.8, 30D +26.77%) all extended well above their 20-day averages. None of these are new bargain-bin candidates — they're the opposite signal, a reminder that "cheap" and "the broad market" are not moving together this cycle.

This bucket screens for cheap, not for buyable. regime labels (collapse/downtrend/pullback/basing) describe the chart, not a recommendation — a name in collapse with RSI still falling (ORCL, NFLX this cycle) is not the same setup as one where RSI and price have both stabilized. thesis: broken is a hard override: no price level makes a broken-thesis name attractive, and INTU should be avoided regardless of discount. This cycle's real lesson is that the RSI-30 line is a threshold, not a cliff — ISRG and NFLX sitting a fraction of a point above it carry the same qualitative read as ORCL sitting a fraction below it; treat all three as one cluster rather than drawing a hard line between "in the bin" and "not."

(47 remaining tracked names — AAPL, MSFT, AMZN, NVDA, META, CRM, NOW, SNOW, DDOG, NET, TMO, LLY, ABBV, UNH, JNJ, COST, WMT, NKE, LULU, SBUX, DPZ, AMD, ANET, ASML, V, MA, XYZ, DIS, HD, CEG, GE, PEP, KO, JPM, GS, BRK-B, SPGI, CME, DE, HON, UPS, RTX, BKNG, ABNB, UBER, PLTR, TTD — sit at RSI 42-66, mixed but not oversold; omitted from a bargain-bin screen by design.)

Strict hit, deepening — ORCL. Second straight scan of the same "still collapsing, not basing" pattern; RSI and 30-day change both worsened again.

Closest misses, worth tracking — ISRG and NFLX both sit a fraction of an RSI point above the strict cutoff and below their 20-day average. ISRG is the more notable of the two given how fast it fell (RSI 45.0→30.2 in one cycle) in a name with an intact thesis flag; NFLX is a slower, three-scan grind with no stabilization.

Broken thesis — hard avoid — INTU. The explicit thesis: broken tag has now survived two consecutive scans of price improvement; no bounce changes that.

Approaching / discounted, unresolved — MRVL, QCOM, AVGO, LOW, GOOGL, TSLA, CAT, KLAC, LRCX, MCD all carry real discounts (6-39% on 30D) without a confirmed base. MRVL's -39.23% 30-day move is the steepest in this tier.

Ripped into overbought — the bin's mirror image — PYPL's flip from RSI 61.3 to 80.3 (now parabolic) is the cycle's most dramatic single move in either direction; ADBE, WDAY, PANW, CRWD, OKTA, ZS all extended alongside it. This is the clearest read on this cycle's bifurcated tape — cheap names got cheaper while a software cohort got more expensive, in the same window the broad market cooled.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-17 close — *.