TSLA is the standout deterioration this cycle — RSI fell from 42.5 into oversold territory at 28.1, its regime downgraded from the unlabeled default to outright collapse, and its 30-day reading swung from -4.91% to -16.64%, even as its thesis rating stays intact. HIMS also regime-downgraded to downtrend as its pullback deepened further. Against that, DPZ's flagged turnaround kept building and BRBR's bounce is decelerating even as its RSI improved.

Data as-of the Friday 2026-07-24 close for all 8 names — a full, fresh pull, no staleness this cycle. Prior scan: 2026-07-17-cultural-thesis (data as-of the 2026-07-17 close).

TSLA had an ambiguous read last cycle — thesis intact but trend already tagged strong-down — and it resolved firmly weaker this time. RSI fell from 42.5 to 28.1, now the lowest reading in the book and inside oversold territory; the 7-day print fell from -6.60% to -17.81% and the 30-day reading swung from -4.91% to -16.64%. Its regime crossed from the unlabeled default into outright collapse, the first time this cycle that label has applied here, even though the thesis rating itself hasn't changed. HIMS moved the same direction on structure: its regime shifted from the default to downtrend as its pullback deepened further — RSI down from 48.4 to 36.6, 7-day worsening from -4.48% to -14.46%, 30-day flipping from -7.41% to -14.10%. Against those two downgrades, DPZ's turnaround flagged last cycle kept building: RSI climbed from 57.5 to 61.0 and its 30-day gain accelerated from +3.11% to +15.77%, though its regime stays tagged downtrend rather than lifting further. BRBR's read is mixed — RSI actually improved from 53.1 to 59.5 and its 7-day flipped positive (+6.85%, was -2.88%), but its 30-day gain decelerated hard, from +28.12% to +8.73%, meaning the bounce itself is losing steam even as the near-term number looks better; its thesis stays rated broken regardless. CROX remains the cleanest structure in the book — RSI held near 59.4 with its 30-day gain accelerating to +10.97%, still in a confirmed uptrend regime. SBUX cooled slightly, RSI down to 48.5, still holding its basing regime near its highs. NKE sits at a similarly depressed level as last cycle, RSI down to 43.4, regime unchanged at downtrend. LULU stays the one unchanged structural avoid, still tagged collapse.

• TSLA: regime downgraded to collapse (was unlabeled default); RSI 42.5 → 28.1, now the lowest RSI in the book; 30-day flipped from -4.91% to -16.64%; -35.91% from high (was -23.65%). Thesis rating unchanged at intact.
• HIMS: regime downgraded to downtrend (was unlabeled default); RSI 48.4 → 36.6, 7-day -14.46% (was -4.48%), 30-day flipped from -7.41% to -14.10%.
• DPZ: RSI 57.5 → 61.0, 30-day accelerated from +3.11% to +15.77% — the flagged turnaround from last cycle continued to build, regime still downtrend.
• BRBR: RSI 53.1 → 59.5, 7-day flipped from -2.88% to +6.85%, but 30-day decelerated sharply from +28.12% to +8.73% — thesis remains rated broken.
• CROX: RSI roughly flat at 59.4 (was 65.2), 30-day accelerated to +10.97% (was +9.66%); regime stays uptrend.
• SBUX: RSI 54.6 → 48.5, roughly flat 30-day at -0.27% (was +4.81%); regime holds basing.
• NKE: RSI 51.6 → 43.4, 30-day improved slightly to -0.29% (was -3.19%); regime unchanged at downtrend.
• LULU: RSI 46.2 → 45.5, 30-day eased to +1.05% (was +4.08%); regime unchanged at collapse — no change to structural status.

A regime downgrade carries more weight than a single week's RSI move. TSLA and HIMS both crossing from the unlabeled default into collapse/downtrend this cycle is the most structurally significant change in the book — TSLA's is the sharper of the two, landing it in oversold territory for the first time in this book's recent cycles. BRBR's improving RSI does not repair its broken-thesis status, and its decelerating 30-day gain is the more important number than the better-looking weekly print. DPZ's continuing acceleration is the one clean repair story in the book, though its regime hasn't lifted past downtrend yet.

Tier A — Strongest structure (uptrend/basing): CROX (near highs, extending), SBUX (basing, cooling slightly).

Tier B — Repair continuing: DPZ (accelerating 30-day gain, still downtrend regime).

Tier C — Fading bounce, thesis still broken: BRBR (RSI improved but 30-day decelerating hard, not a repair).

Tier D — Fresh regime downgrades this cycle: HIMS (default → downtrend), TSLA (default → collapse, now oversold).

Tier E — Depressed, unchanged: NKE (flat at depressed level), LULU (still collapse regime).

None of the eight names read as a clean fresh entry this cycle. CROX and SBUX remain extended holds near their highs. DPZ's accelerating repair is worth tracking for confirmation of a regime upgrade past downtrend. TSLA's fresh oversold RSI (28.1) sits inside a newly-collapse regime with the thesis still rated intact — a genuine disagreement that needs a cleaner signal before acting either way. BRBR's thesis remains broken regardless of its improving RSI, and LULU stays structurally damaged.

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