Two names clear the strict screen this cycle — RSI below 30 and price below its 20-day average — TSLA (RSI 28.1) and ORCL (RSI 27.5), both freshly qualifying or deepening since last scan. TSLA is new to the strict list this cycle (it sat at RSI 42.5 last scan); ORCL continues a second straight scan of deepening, now -65.3% off its 52-week high. The louder story under the surface is a same-session split: a cluster of legacy enterprise-software names (SAP, NOW, ADBE, WDAY, CRM, INTU) all jumped 4-9% in a single day, while semis-adjacent names (MRVL, KLAC, LRCX, ASML, ORCL) fell 2-7% the same session — the mirror image of the semis-complex selloff visible in this cycle's ETF-universe and tech-insider-buys scans. INTU's explicit broken-thesis flag persists through yet another bounce (+5.26% same day) — per desk doctrine, still an avoid regardless of the chart.

Data as-of the 2026-07-24 close. Source: summaries/bargain-bin.json, filtered for RSI < 30 AND vs SMA20 < 0, then widened to the next-closest cluster — ranked by thesis quality × discount depth. Note: the tracked universe now covers 45 names (was 69 last scan) — the roster has been rebalanced since the prior cycle. Prior scan: 2026-07-17-bargain-bin (2026-07-17 close).

The strict bargain-bin filter — RSI below 30 and price below its 20-day average — returns two names this cycle. ORCL ($114.99, RSI 27.5, vs-20-day -14.3%, 30D -26.75%, -65.3% off its 52-week high) continues the breakdown flagged over the last two scans — RSI deepened further from 29.3 and the discount from its 52-week high widened from -63.4%. TSLA ($313.03, RSI 28.1, vs-20-day -19.5%, 30D -16.64%, -35.9% off its 52-week high) is new to the strict list this cycle — last scan it sat at RSI 42.5 in the "approaching oversold" tier with only a modest discount; the deterioration since then has been fast (7D -17.81% alone). Both carry a thesis flag of intact, but both are also death-crossed and in collapse regime — the discount is real, the technical structure is not.

By quality × discount, the two hits trade off differently: ORCL's discount is the deeper of the two (-65.3% off its 52-week high versus TSLA's -35.9%), but its longer-run performance context is weaker — down over the trailing year and still compressing (vs-200-day -38.2%). TSLA's discount is shallower but its name recognition and liquidity are higher, and its 1-year change is still roughly flat rather than deeply negative. Neither should be read as a clean value case — both are technical extremes inside collapse regimes, not confirmed bases.

Three names missed the strict cut by a modest margin. GOOGL ($319.74, RSI 32.8, vs-20-day -9.2%, 30D -7.4%) sits in pullback regime with its thesis flagged intact — a mega-cap quality name with a shallower discount (-22.3% off high) than the strict hits. ISRG ($337.50, RSI 31.4, vs-20-day -13.1%, 30D -16.01%) continues its multi-scan decline (RSI 30.2 two scans ago) — still collapse regime, still thesis-intact, the deepest discount of the three misses at -45.0% off its high. UBER ($65.94, RSI 33.3, vs-20-day -9.3%, 30D -10.71%) sits in collapse regime with an unrated thesis, -32.4% off its high.

INTU carries the same explicit thesis: broken flag from last scan (RSI 55.1, -65.4% off its 52-week high, vs-20-day now +6.1% — no longer even below its 20-day average) after a same-session bounce of +5.26% (30D +13.5%). Per desk doctrine, no bounce clears a broken-thesis flag — this stays an avoid regardless of the chart.

The scan's most visible pattern this cycle is a same-session split. A cluster of legacy enterprise-software names all jumped hard the same day: SAP (RSI 51.2, 1D +9.3%, relative volume 2.24x), NOW (RSI 45.8, 1D +7.44%), ADBE (RSI 51.5, 1D +6.1%), WDAY (RSI 50.1, 1D +5.84%), INTU (1D +5.26%, thesis broken), and CRM (RSI 47.5, 1D +4.29%). In the same session, semis-adjacent names sold off hard: MRVL (RSI 39.0, 1D -7.21%, 30D -29.79%), LRCX (RSI 41.2, 1D -4.56%), ORCL (1D -4.21%), KLAC (RSI 43.9, 1D -3.75%), and ASML (RSI 48.3, 1D -2.55%) — the same complex-wide move visible in this cycle's ETF-universe scan (SOXL's -13.14% single-day drop) and tech-insider-buys scan. None of the software names qualify as bargain-bin candidates — this is the bin's mirror image, a reminder that "cheap" and "the broader tape" moved in opposite directions inside the same trading session.

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 (TSLA, ORCL 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 the same-session split between enterprise software (up hard) and semis (down hard) — a reminder that sector rotation inside a single trading day can look nothing like the broad-index tape, and neither direction alone should be read as market-wide.

(28 remaining tracked names — MSFT, NVDA, META, NOW (above), COST, NKE, LULU, MCD, AVGO, AMD, ANET, KLAC, LRCX, ASML, NFLX, DIS, ZS, HD, LOW, CEG, PEP, SPGI, CME, CAT, BKNG, PLTR — sit at RSI 42-63, mixed but not oversold; omitted from a bargain-bin screen by design. KLAC, LRCX, ASML sold off same-session alongside MRVL, part of the semis-complex move noted above.)

Strict hits, opposite trajectories converging — TSLA freshly cracked the screen this cycle from a much healthier RSI 42.5; ORCL continues a slower, second-scan-running deepening. Both are collapse regime, thesis-intact, death-crossed — discount is real, structure is not confirmed.

Closest misses, worth tracking — ISRG, GOOGL, UBER all sit just above the strict cutoff and below their 20-day average. ISRG carries the deepest discount of the three; GOOGL the highest quality anchor (mega-cap, intact thesis, shallower discount).

Broken thesis — hard avoid — INTU. The explicit thesis: broken tag has now survived a third consecutive scan of price improvement; the bounce does not clear it.

Approaching / discounted, unresolved — AMZN, TTD, QCOM, WMT, MRVL all carry real discounts without a confirmed base. TTD's -81.6% off-high is the steepest in the entire scan, but its unrated thesis and deeply negative multi-year alpha temper any read on quality.

Same-session split — enterprise software up, semis down — SAP's +9.3% single-day move is the biggest mover in either direction this cycle; NOW, ADBE, WDAY, CRM, INTU all rallied the same session that MRVL, LRCX, ORCL, KLAC, ASML sold off. Read this as a rotation inside one trading day, not a market-wide signal either direction.

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