CRS is the standout this cycle — RSI ran from 47.7 to 61.9 on an +8.23% week, extending the uptrend regime it held through last cycle's broader breakdown. KMT also turned sharply higher (RSI 46.0 → 54.3, trend upgraded to strong-up), while MP and WOLF deepened further into their existing collapse and too-young damage. A new ticker, ALM, joins the watchlist this cycle, already carrying a collapse regime tag.

Data as-of the Friday 2026-07-24 close for most of the book. AMVMF's newest bar is dated 2026-07-23 (one session behind) — a thin OTC name that did not print fresh Friday volume. Prior scan: 2026-07-17-supply-chain-traces (data as-of the 2026-07-17 close). With STX and WDC earnings scheduled for July 28/29, this book's test/OSAT names (TER, KLIC, AMKR) sit adjacent to that nearline-storage catalyst window, though neither STX nor WDC trades in this watchlist directly.

CRS delivered the clearest strength in the book this cycle: RSI climbed from 47.7 to 61.9 on an +8.23% weekly gain, and its distance from its 52-week high tightened to just -3.91% (was -10.90%), while its regime stayed tagged uptrend throughout. KMT moved the same direction — RSI jumped from 46.0 to 54.3 and its trend label upgraded to strong-up, though it remains -20.43% from its 52-week high. TDY, the steadiest name in this book across the last several cycles, extended further: RSI improved from 52.1 to 60.1 while its basing regime held. Against that strength, the book's structural laggards kept deteriorating rather than stabilizing. WOLF is now the worst read in the book — its 30-day loss deepened from -47.94% to -49.66%, distance from high widening to -67.88%, still in a too-young regime with severe damage. MP's collapse regime deepened further, RSI easing from 31.1 to 27.2 and its 30-day loss widening to -26.92%. AMVMF's newest bar is dated 2026-07-23, one session stale — consistent with the day's flag that several thin OTC names did not trade fresh Friday volume — and it remains in a collapse regime at RSI 29.3. BESIY, the one thesis-intact name in the book, actually improved on both readings this cycle: RSI up from 32.5 to 37.3 and its 30-day loss narrowing from -29.91% to -22.75%, though it's still deep in a pullback. TER, whose rollover was flagged and confirmed across two books last cycle, stabilized somewhat — RSI up from 39.2 to 45.3 and its 7-day flipped positive (+8.55%, was -10.36%), though its 30-day figure is still a deep -18.09%. A new ticker, ALM, has been added to this watchlist this cycle; it enters already carrying a collapse regime tag at RSI 38.7 and -41.91% from its 52-week high.

• CRS: RSI 47.7 → 61.9, 7-day +8.23% (was -3.60%), -3.91% from high (was -10.90%) — regime stayed uptrend, the strongest confirmed move in the book.
• KMT: RSI 46.0 → 54.3, trend upgraded weak-down → strong-up, 7-day +4.42% (was +0.42%).
• TDY: RSI 52.1 → 60.1, 30-day improved from +2.57% to +7.05% — the book's steadiest hold kept extending.
• TER: RSI 39.2 → 45.3, 7-day flipped from -10.36% to +8.55%, though 30-day is still -18.09% (was -26.39%) — the confirmed rollover from last cycle is stabilizing, not repaired.
• MP: RSI 31.1 → 27.2, 30-day deepened from -25.69% to -26.92% — the collapse regime deteriorated further, now the lowest RSI in the book.
• WOLF: 30-day deepened from -47.94% to -49.66%, -67.88% from high (was -63.02%) — the worst structural read in the book, still too-young regime.
• BESIY: thesis still rated intact; RSI 32.5 → 37.3, 30-day improved from -29.91% to -22.75%.
• AMVMF: bar now one session stale (2026-07-23), regime unchanged at collapse; RSI 30.5 → 29.3.
• ALM: new addition to this watchlist this cycle, entering already at a collapse regime, RSI 38.7, -41.91% from 52-week high.
• ASX: RSI 46.7 → 43.7, 30-day improved from -4.36% to -9.99% (roughly flat, still negative), regime unchanged at pullback.

Regime labels describe chart structure, not a buy/sell call. CRS and KMT's fresh RSI strength is the clearest confirmed signal in the book this cycle — CRS extending an already-held uptrend, KMT upgrading its trend label outright. MP and WOLF's continued deterioration inside an unchanged collapse/too-young regime is the mirror image — no repair signal, just more damage. ALM enters the book this cycle already in a collapse regime; treat it as a fresh coverage addition needing its own track record before drawing conclusions from a single print.

Tier A — Confirmed strength this cycle: CRS (uptrend, sharpest RSI move), TDY (steadiest hold, extending), KMT (trend upgraded to strong-up).

Tier B — Cooling/stabilizing, structure intact: TER (rollover stabilizing, not repaired), KEYS, ASX, ATEYY, AMKR, KLIC (thesis intact-but-priced).

Tier C — Thesis-intact pullback, improving: BESIY. The one rated name in the book, and its readings improved on both RSI and 30-day this cycle.

Tier D — Fresh coverage, already damaged: ALM. New this cycle, entering at a collapse regime.

Tier E — Structural avoid, unchanged regime, deepening damage: MP (collapse, deepest), WOLF (too-young, worst 30-day in the book), AMVMF (collapse, one-session-stale bar), ELMT (too-young).

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