The book kept extending its strength — CF and CTVA both upgraded to a confirmed uptrend regime this cycle, DE's RSI ran from 51.0 to 63.0 on an accelerating 30-day gain, and MOS's repair continued (30-day flipped from -3.36% to +6.9%) even without a further regime upgrade. ADM cooled off its near-overbought extension slightly, and FMC posted its first positive 30-day print in a long stretch, though it remains the one collapse-regime name in the book.

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-food-security (data as-of the 2026-07-17 close).

The book's broad strength from last cycle continued, and two names confirmed a genuine structural upgrade this time. CF's regime lifted to uptrend as its RSI held near 64.7 and its 30-day gain accelerated sharply to +21.32% (was +17.96%), its thesis still rated intact. CTVA's regime also lifted to uptrend, RSI climbing further to 69.8 with its distance from the 52-week high tightening to just -0.68% — essentially at a fresh high, and the clearest near-overbought watch item in the book this cycle. DE extended its own repair: RSI ran from 51.0 to 63.0, and its 30-day reading accelerated from +1.62% to +4.83%. ADM, last cycle's standout at RSI 73.5, cooled slightly to 68.0 even as its 30-day gain accelerated further to +14.44% — a modest pullback from the extension flagged last cycle rather than a reversal. NTR's thesis-intact repair kept building, RSI up to 57.5 with an accelerating +13.82% 30-day gain. BG held its uptrend regime from last cycle, RSI extending to 58.5. MOS's recovery continued without a further structural upgrade — its 30-day reading flipped from -3.36% to +6.9%, a real improvement, though its regime stays tagged downtrend rather than lifting further. FMC, the one structural laggard left in the book, posted its first positive 30-day print in a long stretch (+0.53%, was -2.27%), though it remains in a collapse regime and the weakest RSI in the book at 47.6.

• CF: regime upgraded to uptrend; RSI 64.2 → 64.7, 30-day accelerated from +17.96% to +21.32%, -10.74% from high (was -14.47%).
• CTVA: regime upgraded to uptrend; RSI 65.8 → 69.8, -0.68% from high (was -1.04%) — now essentially at a fresh high.
• DE: RSI 51.0 → 63.0, 30-day accelerated from +1.62% to +4.83%.
• ADM: RSI eased from 73.5 to 68.0, though 30-day accelerated further to +14.44%; -2.33% from high (was -0.12%) — a modest cooldown from last cycle's extension.
• NTR: RSI 55.9 → 57.5, thesis still intact, 30-day accelerated from +8.01% to +13.82%.
• BG: RSI 57.1 → 58.5, regime holds uptrend from last cycle's upgrade.
• MOS: 30-day flipped from -3.36% to +6.9%, RSI 51.2 → 51.6; regime unchanged at downtrend.
• FMC: 30-day flipped from -2.27% to +0.53% — the first positive monthly print in a long stretch, still in a collapse regime.

Regime labels carry more weight than a single RSI move. CF and CTVA's fresh uptrend upgrades this cycle are the most structurally significant change in the book — both had been reading strong without the confirmed tag until now. ADM's slight RSI cooldown from 73.5 to 68.0 reads as a natural pause from an extension, not a reversal, given its 30-day gain kept accelerating. MOS's continued repair without a regime upgrade is a real improvement worth tracking, but the label hasn't caught up to the price action yet. FMC's first positive monthly print is a pause in the collapse, not a resolution of it.

Tier A — Strength, near-overbought: CTVA (RSI 69.8, essentially at 52-week high), ADM (RSI 68.0, modest cooldown from last cycle's extension).

Tier B — Confirmed uptrends, extending: CF (fresh uptrend upgrade), DE, BG.

Tier C — Repair stories, continuing: NTR (thesis intact, accelerating).

Tier D — Structural laggards, improving but unresolved: MOS (repair continuing, no regime upgrade yet), FMC (still collapse, first positive month in a while).

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