The week's biggest single event was BE's -14.91% crash in Friday's close — the largest one-day move in this scan — deepening the AI-power complex's 30-day drawdown to -43.32%. Beyond that, AI security fully round-tripped its prior re-acceleration (PANW, CRWD, FTNT, and ZS all gave back the gains flagged two weeks ago) and legacy SaaS (CRM, ADBE, WDAY, PLTR) reversed its bounce the same way. Cloud hyperscalers weakened broadly, with TSLA the standout breakdown (RSI 42.5→28.1, now in "collapse" regime). Offsetting that: chips and memory largely stabilized off the two-week crater (SMCI's +24.48% week the standout), the quantum bucket improved across the board, and data-center REITs (DLR, EQIX) plus telecom (T, VZ, SKM) staged the sharpest positive reversals in the whole scan. All 66 tickers carry a fresh Friday 2026-07-24 close — no staleness caveat this cycle.

FROTH READ: vs VWAP is the key signal — names >50% above VWAP are extended/parabolic relative to their average buyer's cost basis.

BE's -14.91% single-day crash in Friday's close is the standout event in this scan — the largest one-day move across all 66 names — pushing its 30-day drawdown from -34.64% to -43.32%. The wider AI-power cluster stayed volatile rather than moving in one direction: SEDG (7D -20.33%) and RUN (RSI 39.8→27.4, its steepest reading yet) both deteriorated sharply alongside BE, while CEG, VST, SMR, and OKLO all improved off their lows in the very same cluster — a genuinely split complex rather than a uniform trend.

AI security completely reversed its prior re-acceleration. PANW's RSI fell from 67.4 to 50.5, CRWD's from 62.9 to 47.3, FTNT's from 59.9 to 48.9, and ZS's from 57.1 to 49.8 — every one of the four names that had "re-accelerated" two weeks ago gave that entirely back, with 7-day changes flipping from double-digit gains to mid-to-high single-digit losses. The legacy-SaaS bounce reversed the same way: CRM, ADBE, WDAY, PLTR, and NOW all saw RSI fall and 7-day changes turn negative, though most 30-day changes are still positive since the earlier bounce still shows in the trailing month. PATH was the sharpest single reversal in this group (RSI 64.8→44.5, 7D +4.02%→-10.78%).

Cloud hyperscalers weakened across the board this cycle — the opposite direction from most of the rest of the scan. AMZN reversed from the steadiest name in the group to a genuine decliner (RSI 51.4→37.2, 7D +0.77%→-6.12%), GOOGL fell into oversold-adjacent territory (RSI 42.5→32.8), and META continued unwinding the VWAP cross it made two scans ago. TSLA is the standout breakdown: RSI collapsed from 42.5 to 28.1, its 7-day change worsened from -6.6% to -17.81%, and it's now sitting in "collapse" regime — the fourth straight period of weakening for the name.

The offsetting story is real stabilization elsewhere. Chips and memory largely recovered off the two-week crater: MRVL's and ARM's 30-day drawdowns eased from roughly -39% to -30% and -28% respectively, SMCI staged a monster +24.48% week (RSI 34.7→52.4), and MU, STX, and WDC each posted roughly 8-9% weekly gains — though all three pulled back sharply in Friday's close alone (-6.75% to -6.99%). Data-center REITs had the two biggest positive reversals in the entire scan: DLR (RSI 38.9→68.5) and EQIX (RSI 42.3→61.3), both flipping to a strong-up trend. Telecom followed suit — T (RSI 49.5→69.3) and VZ (RSI 49.7→64.3) both nearing overbought, plus SKM's own +16.49% week. The quantum/speculative bucket (IONQ, QBTS, RGTI, BBAI, SOUN) improved on both 7-day and 30-day changes versus two weeks ago across the board, though most names still sit in "collapse" regime with RSI in the high-20s to mid-30s.

1. AI security fully reversed: PANW RSI 67.4→50.5 (7D +10.05%→-9.73%), CRWD 62.9→47.3 (7D +8.49%→-9.75%), FTNT 59.9→48.9 (7D +2.6%→-5.72%), ZS 57.1→49.8 (7D +7.66%→-5.08%) — the entire re-acceleration flagged last cycle round-tripped.
2. BE crashed -14.91% in Friday's close — the largest one-day move in the scan; its 30-day drawdown deepened from -34.64% to -43.32%.
3. TEM broke down: RSI 45.3→32.8, 7D -9.89%→-18.64%, 30D flipped +3.21%→-17.81%, 52wkHi gap widened -20.09%→-55.9%.
4. Cloud hyperscalers weakened across the board: AMZN reversed from steadiest (RSI 51.4→37.2, 7D +0.77%→-6.12%); TSLA is the standout breakdown (RSI 42.5→28.1, 7D -6.6%→-17.81%, now "collapse" regime); GOOGL fell to 32.8 from 42.5.
5. Legacy SaaS gave back its bounce: CRM (RSI 53.9→47.5), ADBE (61.1→51.5), WDAY (60.4→50.1), PLTR (52.9→41.9), all with 7-day changes flipping negative; PATH the sharpest single reversal (64.8→44.5).
6. Data-center REITs staged the two biggest positive reversals in the scan: DLR (RSI 38.9→68.5, 7D -3.62%→+14.49%) and EQIX (42.3→61.3, 7D -2.97%→+6.3%), both flipping to strong-up.
7. Telecom extended its recovery: T (RSI 49.5→69.3, 7D +3.22%→+10.64%) and VZ (49.7→64.3, 7D +3.49%→+6.4%) both nearing overbought; SKM had a +16.49% week (RSI 36.4→58.4). TMUS reversed the other way (RSI 60.1→46.2, trend flipped weak-up→strong-down).
8. Memory/storage rebounded on the week but pulled back Friday: MU/STX/WDC all posted ~8-9% 7-day gains (30D drawdowns roughly halved), yet all three fell 6.75-6.99% in Friday's close alone.
9. SMCI staged the single biggest positive reversal in semis: RSI 34.7→52.4 on a +24.48% week, 30D drawdown improved from -21.14% to -7.24%.
10. The quantum bucket stabilized broadly: IONQ, QBTS, RGTI, BBAI, and SOUN all improved on both 7-day and 30-day changes versus two weeks ago, though RSI mostly still sits in the high-20s to mid-30s and most remain in "collapse" regime.
11. The AI-power cluster split hard: BE, SEDG, and RUN deteriorated sharply while CEG, VST, SMR, and OKLO improved off their lows within the same cluster.
12. ISRG stabilized after its prior single-day crash: 7-day change improved from -15.08% to -2.29%, though RSI stayed capitulation-adjacent (30.2→31.4) and the regime downgraded to "collapse."

Read: SMCI is the standout reversal — a +24.48% week pushed RSI from 34.7 to 52.4, though it stays death-crossed and structurally broken. MRVL and ARM both stabilized off their -39% craters (now -29.79%/-27.59% 30D) but remain the deepest structural damage in the group.

Read: All three rebounded roughly 8-9% on the week and roughly halved their 30-day drawdowns, but all three also fell 6.75-6.99% in Friday's close alone — a real weekly rally that gave a chunk back on the print day.

Read: Every name in this group weakened this cycle — the opposite of most of the rest of the scan. TSLA is the standout, with RSI collapsing to 28.1 and now sitting in "collapse" regime; AMZN's reversal from steadiest to a genuine decliner is the other notable shift.

Read: This is the full round-trip of the "re-accelerated" story from two weeks ago — every one of the four names gave back its gains, RSI down double digits across the board.

Read: A broad legacy-SaaS reversal this period — CRM, ADBE, WDAY, PLTR, and NOW all gave back the bounce flagged two weeks ago, PATH the sharpest single reversal. Offsetting that, DLR and EQIX had the two biggest positive reversals in the entire scan. AI (C3.ai) remains the one name still deepening its collapse.

Read: This cluster split hard rather than moving in one direction. BE, SEDG, and RUN all deteriorated sharply — BE's -14.91% single-day crash is the biggest one-day move in the whole scan — while CEG, VST, SMR, and OKLO all improved off their lows in the same cluster. EOSE remains the one name still deepening its collapse outright.

Read: TEM is the new breakdown here — its 52-week gap widened from -20.09% to -55.9% in two weeks. ISRG stabilized after its prior single-day crash (7D improved from -15.08% to -2.29%) but stays capitulation-adjacent and in "collapse" regime.

Read: The whole bucket improved on both 7-day and 30-day changes versus two weeks ago, though RSI mostly stayed in the high-20s to mid-30s and every name except IONQ remains in "collapse" regime.

Read: T and VZ are both nearing overbought after a strong two-week recovery, and SKM had the biggest single-week move in the group (+16.49%). TMUS and BCE are the exceptions, both weakening this cycle.

Read: The whole AI ETF bucket improved modestly this cycle, consistent with the semis/software stabilization elsewhere in the scan.

None strictly under 25. IONQ (26.2), EOSE (26.2), RUN (27.4), TSLA (28.1), and BBAI (28.1) sit right at the edge — all five carry real structural damage, not constructive dip-buys on the tape alone.

IONQ (26.2), EOSE (26.2), RUN (27.4), TSLA (28.1), BBAI (28.1), AI (31.3), ISRG (31.4), OKLO (31.6), GOOGL (32.8), TEM (32.8), QBTS (32.5), FSLR (32.2), ENPH (32.3), BOTZ (34.1), RGTI (35.0), SEDG (35.0), BE (36.2), INTC (37.4), QCOM (37.5), AMZN (37.2), ARM (38.0), MDB (38.2), AIQ (38.7), SOUN (38.8), SMR (39.1), BCE (39.2), MRVL (39.0), ROBO (39.6) — 28 of the scan's 66 names, a broader oversold cohort than two weeks ago (25). Most remain in "collapse" or "strong-down" regimes; ISRG and TEM are the two names here driven by acute single-name breaks rather than a slow grind.

The remaining 38 names, led by T (69.3), DLR (68.5), VZ (64.3), EQIX (61.3), CEG (60.4), and SNOW (60.7).

AMD (+102.02%), WDC (+89.3%), STX (+88.58%), MU (+79.27%), FTNT (+62.21%), PANW (+60.57%), DDOG (+54.93%). Still historically extended even after this cycle's cooldowns — hold existing gains, do not chase new money.

• What drove BE's -14.91% single-day crash, and whether the AI-power cluster's split (BE/SEDG/RUN down vs CEG/VST/SMR/OKLO up) resolves toward one side.
• Whether TEM's breakdown (52-week gap now -55.9%) is a new leg down or a single bad print.
• Whether AI security's (PANW/CRWD/FTNT/ZS) full reversal is a durable pullback or sets up another re-acceleration.
• Whether MU/STX/WDC's Friday pullback (-6.75% to -6.99%) is a one-day give-back or the start of unwinding the week's rally.
• Whether DLR/EQIX's reversal, and T/VZ nearing overbought, extends or fades quickly like other one-week pops in this scan.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the Friday 2026-07-24 close — ai-scan.