DPZ staged the clearest turnaround in the book — its regime lifted out of collapse into downtrend, RSI jumped from 45.3 to 57.5, and its 30-day reading flipped positive for the first time in weeks. HIMS's post-extension pullback deepened into an outright negative 30-day read (was +19.09%, now -7.41%), and TSLA's ambiguous "thesis intact but trend flipped" signal from last cycle resolved toward the weaker side — 30-day now negative, price down further, though the intact rating hasn't changed. CROX remains the cleanest structure in the book, still near its highs.

Data as-of 2026-07-17 close for all 8 names — a full, fresh pull, no staleness this cycle. Prior scan: 2026-07-11-cultural-thesis (data as-of 2026-07-10 close).

DPZ is the standout this cycle: its regime lifted from collapse to downtrend, RSI climbed from 45.3 to 57.5, and its 30-day reading flipped positive (+3.11%, was -3.51%) alongside a +7.59% weekly gain — the clearest repair signal in the book after being the deepest laggard last cycle. CROX continues to hold the cleanest structure, RSI steady at 65.2 and its 30-day gain accelerating to +9.66%, though it's pulled back slightly from being essentially at its 52-week high to -2.34% away. SBUX cooled from last cycle's "strengthening" pace into a basing regime, still holding near its highs at -3.42% from the 52-week mark. HIMS's pullback, flagged last cycle as "a real pullback after a confirmed extension," deepened into an outright negative 30-day reading — -7.41%, down from +19.09% — the extension has now fully unwound. BRBR's thesis remains rated broken, and its cooling continued exactly as flagged: RSI eased further to 53.1 and its 30-day gain decelerated again to +28.12% (was +40.07%), still not a repair despite the still-positive number. NKE sits roughly flat at a depressed level, now explicitly tagged with a downtrend regime. TSLA's ambiguous read from last cycle — thesis intact but trend flipped to strong-down — resolved toward the weaker side this cycle: RSI cooled to 42.5, the 30-day reading flipped negative (-4.91%, was +2.16%), and price fell further, though the intact thesis rating hasn't changed. LULU remains the one unchanged structural avoid, still in a collapse regime.

• DPZ: regime upgraded collapse → downtrend; RSI 45.3 → 57.5, 30-day flipped from -3.51% to +3.11% — the clearest turnaround in the book.
• HIMS: 30-day flipped from +19.09% to -7.41%; RSI 56.0 → 48.4, -53.37% from high (was -51.19%) — the post-extension pullback fully unwound the prior gain.
• TSLA: 30-day flipped from +2.16% to -4.91%; RSI 51.5 → 42.5, -23.65% from high (was -18.26%) — thesis still rated intact, trend still tagged strong-down, the disagreement resolved weaker rather than repairing.
• BRBR: RSI 57.4 → 53.1, 30-day decelerated further from +40.07% to +28.12%; thesis remains rated broken.
• CROX: RSI roughly flat at 65.2 (was 64.4), 30-day accelerated to +9.66% (was +5.49%), though distance from high widened slightly to -2.34% (was -0.64%).
• SBUX: regime shifted from uptrend to basing; RSI 60.8 → 54.6, still holding near its high at -3.42%.
• NKE: regime now explicitly tagged downtrend; RSI 55.6 → 51.6, roughly flat at -45.42% from high.
• LULU: RSI 51.4 → 46.2, 30-day flipped slightly positive (+4.08%, was -2.12%) but regime remains collapse — no change to structural status.

A thesis rating carries more weight than a single week's RSI move — BRBR's cooling RSI does not repair its broken-thesis status, and TSLA's intact rating hasn't changed even though its trend and 30-day reading both weakened further this cycle. DPZ's regime upgrade is the one label change that matters on its own this cycle — a genuine structural improvement, not just a better-looking number.

Tier A — Strongest structure (uptrend/basing): CROX (near highs), SBUX (basing, still solid).

Tier B — Fresh turnaround: DPZ (collapse → downtrend, genuine repair signal).

Tier C — Fading bounce, thesis still broken: BRBR (continuing to cool as flagged, not a repair).

Tier D — Deepening pullback: HIMS (30-day flipped negative), NKE (flat at depressed level), TSLA (ambiguous signal resolved weaker, thesis still intact).

Tier E — Structural avoid, unchanged: LULU (still collapse regime).

None of the eight names read as a clean fresh entry this cycle. CROX and SBUX are extended holds near their highs. DPZ's fresh regime upgrade is worth tracking for confirmation before treating it as more than a turnaround signal. TSLA's mixed read (thesis intact, but trend and 30-day both weaker this cycle) needs a cleaner signal before acting. BRBR's thesis remains broken regardless of price action, and LULU stays structurally damaged.

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