Data as-of 2026-07-24 close (Friday settled close).

CEG posted the group's biggest reversal this week — RSI 46.3 → 60.4, price +8.70% over the past week — even as the trend classifier still carries a death cross. NVDA and AMD both climbed back above RSI 50 (48.1 → 51.0, 46.3 → 50.0) after last scan's full round-trip erased their breakouts, and AVGO followed the same path (43.8 → 47.6). Not everyone recovered: BE kept falling (39.0 → 36.2, now -43.3% over 30 days, the group's worst mover), and the two power names that held up best last scan — GEV and TLN — both cooled further (50.2 → 45.4, 46.3 → 43.2) as the group's bid rotated into CEG instead.

Source: semis.json + ai-infra.json + energy.json, deduped to the core NVDA-adjacent chip/AI-infra/power-demand names. Latest bar 2026-07-24 for every name in this cut. Note: AMZN/PLTR/TAC/P (ai-infra.json) and EOSE/NEE/FSLR/ENPH/TAC (energy.json) excluded as off-thesis for this ecosystem cut, same methodology as last scan. Prior scan: 2026-07-17-nvda-ecosystem.

CEG had the single biggest move in the group. RSI jumped from 46.3 to 60.4 on a +8.70% week (change7d per energy.json), the group's largest reversal by a wide margin — though the trend classifier still shows a death cross and the regime reads "downtrend," a mixed signal that hasn't fully confirmed a structural turn.

NVDA and AMD both climbed back above the RSI-50 line this week after last scan's pullback erased their prior breakouts entirely. NVDA moved 48.1 → 51.0 (+1.99% over the week), still carrying an "intact" thesis flag. AMD moved 46.3 → 50.0, up +5.28% over the week and still +50.07% over 3 months. AVGO followed the same path, 43.8 → 47.6, +2.99% over the week.

Not every name in the cohort recovered. BE continued its decline — RSI 39.0 → 36.2, -13.99% over the past week and now -43.32% over 30 days, the group's worst 30-day performer. GEV and TLN, the relatively cleanest names in the power cohort two scans ago, both cooled this week instead of holding: GEV 50.2 → 45.4 (-4.07% 7D), TLN 46.3 → 43.2 (-3.35% 7D) — the bid within the power trade appears to have rotated toward CEG rather than staying spread across the group.

The broader sector-rotation signal (regime-signals.json, sector_rs_rotation) shows defensives outperforming cyclicals by 2.5 percentage points over 30 days, with semiconductor proxy SMH the single worst-performing sector ETF tracked at -9.33% over 30 days — well behind even the weakest defensive sleeve. That context frames why most of this cut's individual names are still down on a 30-day basis even after this week's partial bounce.

• CEG had the group's biggest reversal. RSI 46.3 → 60.4, +8.70% over the past week — the largest single move in the cut, though the trend classifier still carries a death cross.
• NVDA climbed back above RSI 50. 48.1 → 51.0, +1.99% over the past week, thesis still marked "intact."
• AMD followed the same path. 46.3 → 50.0, +5.28% over the past week, still +50.07% over 3 months.
• AVGO recovered too. RSI 43.8 → 47.6, +2.99% over the past week.
• BE kept falling. RSI 39.0 → 36.2, -13.99% over the past week, -43.32% over 30 days — the group's worst 30-day performer, no reversal signal yet.
• GEV and TLN, last scan's relatively cleanest power names, both cooled. GEV: 50.2 → 45.4. TLN: 46.3 → 43.2.
• MRVL and ARM showed modest relief after multiple scans of decline. MRVL: 35.7 → 39.0. ARM: 38.4 → 38.0 (essentially flat). Both remain roughly -28% to -39% over 30 days.
• TSM, AMKR, LSCC, MXL, SWKS, AMAT all posted modest RSI improvement this week, moving up from the 39-44 band into the low-to-mid 40s.
• QCOM and TXN cooled slightly. QCOM: 38.5 → 37.5. TXN: 43.6 → 41.7.
• Universe unchanged. Same 20 tickers as the July 17 cut (16 from semis.json plus BE/CEG/GEV/TLN from energy.json) — no entrants or dropouts, same exclusion list.

RSI measures how stretched a stock is over the past 14 sessions; under 30 signals oversold, over 70 signals overbought/extended. vs SMA20 is the gap to the 20-day average — a large negative number means a fast recent decline. vs VWAP is the premium over the average price paid by current holders; a high number means most of the move is unrealized profit that can get sold into any weakness. Trend pairs direction/strength with a cross signal — GC (golden cross) is structurally healthier than DC (death cross), though a name can carry a golden cross flag while its short-term trend still reads weak-down, as several names here do. Check RSI and the VWAP premium together — a recovering RSI can still sit on top of a large VWAP premium with plenty of room to unwind.

None.

BE (36.2), INTC (37.4), QCOM (37.5), ARM (38.0), MRVL (39.0), ON (39.9). Six names still in this band — BE is the only one still actively declining; the rest are roughly flat-to-modestly-improved.

• Still cooling (RSI 41-45): TXN, MXL, SWKS, TSM, AMKR, TLN, LSCC. Modest RSI improvement for most this week, none confirmed.
• Neutral / resolving (RSI 45-49): AMAT, GEV, AVGO, ASML. ASML remains the structurally cleanest name here, still strong-up GC despite the broader pullback.
• Recovering (RSI 50+): AMD, NVDA, CEG. All three climbed back above 50 this week; CEG's move is the largest by far.

• CEG just had the group's biggest reversal while its trend classifier still shows a death cross — does the structure confirm, or does this fade the way NVDA/AVGO's breakout did last scan?
• NVDA and AMD both climbed back above RSI 50 this week — is this the start of a real re-test of the prior breakout, or another round trip?
• BE never found the floor flagged for two scans running — does a reversal finally show up, or does the decline keep compounding toward new lows?
• GEV and TLN, the power cohort's steadiest names for multiple scans, both cooled this week as CEG took the bid instead — is capital rotating within the power trade, or is the whole cohort due for a reset?

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-24 close — semis, ai-infra, energy.
• Regime context: regime-signals (sector_rs_rotation gauge).