Last cycle's cooling leadership pocket broke down hard this week — ASX lost its uptrend regime label entirely, SDVKY's RSI cratered from 49.9 to 31.0 in a single cycle, and MP's downtrend regime deepened into outright collapse. TER's confirmed rollover accelerated further (30-day now -26.39%, was -5.72%), while TDY remains the one name holding its basing structure steady.

Data as-of 2026-07-17 close for all 15 names — a full, fresh pull, no staleness this cycle. Prior scan: 2026-07-11-supply-chain-traces (data as-of 2026-07-10 close).

The book's steadiest name last cycle, TDY, is still the steadiest — RSI actually improved slightly to 52.1 and its distance from its 52-week high held roughly flat at -8.34%, still in a basing regime. Everything else cooled hard. ASX, which had carried an explicit uptrend regime tag through last cycle's cooldown, lost that label this cycle — RSI fell from 56.7 to 46.7 and its 30-day reading flipped from +17.10% to -4.36%, the sharpest reversal of a confirmed uptrend in the book. SDVKY's move was even more abrupt: RSI dropped from 49.9 to 31.0 in a single cycle, alongside an -8.89% single-day decline today, taking it out of its basing regime entirely. CRS, still nominally in an uptrend regime, posted its first negative 30-day print of the cycle (-4.89%, was +2.87%) — a deceleration worth watching rather than dismissing, echoing the pattern flagged in the wfe-test-metrology book for ASML/KLAC/LRCX. TER's flagged rollover from last cycle didn't just continue, it accelerated: 30-day went from -5.72% to -26.39%, distance from high widening to -33.93%. MP's downtrend regime deepened into collapse, and AMVMF — flagged last cycle as "deepest oversold, unconfirmed" at RSI 29.2 — is now explicitly tagged collapse too, still with no thesis rating to support the low RSI. BESIY, the one thesis-intact name in the book, kept deteriorating in price (30-day now -29.91%, was -20.43%) even as its rating holds.

• ASX: regime downgraded from uptrend to pullback; RSI 56.7 → 46.7, 30-day flipped from +17.10% to -4.36%, -15.62% from high (was -6.28%).
• SDVKY: RSI 49.9 → 31.0, the sharpest single-cycle drop in the book; regime shifted from basing to pullback, -21.31% from high (was -8.92%).
• CRS: RSI 47.7 (from 55.6), first negative 30-day print of the cycle (-4.89%, was +2.87%); regime still uptrend.
• TER: 30-day deepened from -5.72% to -26.39%, -33.93% from high (was -26.30%) — the confirmed rollover from last cycle accelerated sharply.
• KLIC: RSI 48.9 → 37.8, 30-day flipped from +1.60% to -20.23% — last cycle's flagged cooling turned into an outright breakdown.
• MP: regime downgraded downtrend → collapse; RSI 40.7 → 31.1, 30-day deepened from -8.69% to -25.69%.
• AMVMF: regime now explicitly tagged collapse; RSI roughly flat at 30.5 (was 29.2), 30-day deepened from -11.81% to -21.84% — still no thesis rating.
• BESIY: thesis still rated intact; 30-day deepened from -20.43% to -29.91%, -31.28% from high (was -21.64%).
• ATEYY: trend downgraded strong-up → weak-down, 30-day flipped from +10.86% to -8.69%.
• TDY: the one name holding steady — RSI 50.6 → 52.1, distance from high roughly flat (-8.48% → -8.34%).

A regime label carries more weight than a single week's RSI move, but ASX and SDVKY's fresh downgrades this cycle are the kind of change that matters on its own — both lost a confirmed uptrend/basing tag they'd held through the prior cooldown. CRS's first negative 30-day print (still uptrend regime) is a deceleration worth watching, not yet a downgrade. AMVMF's low RSI reads as "oversold" by the numbers alone, but a collapse regime with no thesis rating means it needs independent confirmation before it's treated as a signal.

Tier A — Steadiest hold: TDY. The only name in this book without fresh regime or momentum damage this cycle.

Tier B — Cooling leadership, structure intact but momentum flipping negative: CRS (still uptrend, first negative 30-day print), ATEYY, KMT, KEYS.

Tier C — Confirmed rollover / breakdown this cycle: ASX (lost its uptrend label), TER (rollover deepened sharply), KLIC (cooling turned into breakdown), AMKR.

Tier D — Thesis-intact pullback, still deteriorating: BESIY.

Tier E — Structural avoid, collapse regime: MP (downtrend → collapse), AMVMF (down → collapse, still no thesis rating), WOLF, ELMT (too-young regime, severe damage).

Tier F — Fresh sharp deterioration: SDVKY (RSI 49.9 → 31.0, basing → pullback in one cycle).

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