Only one name clears the strict screen this cycle — TSLA (RSI 27.4) — after ORCL's RSI recovered back above 30 (33.2, was 27.5) on a genuine price bounce ($114.99 to $119.96). TSLA's discount deepened further (30D now -25.35%, was -16.64%) even as its price fell only modestly — a name getting cheaper on a worsening trend, not a name basing. The same-session split flagged last cycle ran for a second straight session: WDAY (+8.24%), SAP (+4.77%), ADBE (+4.81%), CRM (+4.55%), NOW (+4.79%) all rallied again, while AMD (-8.15%), MRVL (-7.77%), LRCX (-7.54%), KLAC (-6.18%) all sold off hard the same day. INTU's broken-thesis flag persists through a fourth consecutive bounce (30D now +18.01%) — still an avoid regardless of the chart.

Data as-of the 2026-07-28 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: COST's row is stamped 2026-07-24 (Friday) in this file — its figures below are one trading cycle stale relative to everything else in this table; treat with that caveat. Prior scan: 2026-07-25-bargain-bin (2026-07-24 close).

The strict bargain-bin filter — RSI below 30 and price below its 20-day average — returns only one name this cycle. TSLA ($307.44, RSI 27.4, vs-20-day -19.1%, 30D -25.35%, -38.4% off its 52-week high) deepened further from last cycle's 28.1 — 7D held roughly steady at -18.87%, meaning the deterioration has been more of a grind than a single new shock this time. It carries a thesis flag of intact, but is also death-crossed and in collapse regime — the discount keeps widening while the technical structure keeps deteriorating alongside it. ORCL dropped off the strict list entirely — RSI recovered to 33.2 (was 27.5) on a real price gain ($114.99 to $119.96), with its 30-day print actually improving to -18.53% (was -26.75%), though it remains -65.3% off its 52-week high and in collapse regime. This is the first improvement in ORCL across two straight scans of deepening — worth a second confirming cycle before calling it a genuine turn.

Three names sit in the closest-miss tier this cycle, and notably all three are semis-adjacent. MRVL ($174.47, RSI 34.3, vs-20-day -20.9%, 30D -37.17%) deepened sharply from last cycle's 39.0 — the steepest discount move of the three. LRCX ($269.61, RSI 34.2, vs-20-day -19.1%, 30D -34.39%) is new to this tier this cycle. ORCL ($119.96, RSI 33.2, vs-20-day -8.7%, 30D -18.53%) rounds out the group just above the strict cutoff. None carry an insider-buying or golden-signal confirmation — these are discounts, not confirmed bases.

INTU carries the same explicit thesis: broken flag from the last three scans (RSI 62.2, -61.5% off its 52-week high, vs-20-day +10.4% — well above its 20-day average now) after another same-session bounce of +2.99% (30D now +18.01%, up from +13.5% last cycle). This is the fourth consecutive cycle of price improvement on a name whose thesis flag has not moved. Per desk doctrine, no bounce clears a broken-thesis flag — this stays an avoid regardless of the chart.

The scan's most visible pattern — the same-session software/semis split — ran for a second straight session. Enterprise-software names jumped again: WDAY ($159.69, RSI 65.5, 1D +8.24%, 30D +29.22%), SAP ($179.17, RSI 64.8, 1D +4.77%, 30D +16.09%), ADBE ($249.18, RSI 63.5, 1D +4.81%, 30D +20.71%), NOW ($110.62, RSI 58.0, 1D +4.79%, 30D +10.65%), and CRM ($181.50, RSI 60.8, 1D +4.55%, 30D +14.92%). The same session, semis/hardware names sold off again: AMD ($454.62, RSI 39.4, 1D -8.15%, 30D -15.73%), MRVL (1D -7.77%, 30D -37.17%), LRCX (1D -7.54%, 30D -34.39%), KLAC ($190.80, RSI 37.7, 1D -6.18%, 30D -31.46%), ASML ($1,582.95, RSI 37.1, 1D -4.37%, 30D -15.94%), and QCOM ($162.88, RSI 36.5, 1D -4.21%, 30D -13.69%). This running for a second straight session — after last cycle's SAP/NOW/ADBE/WDAY/CRM rally paired with MRVL/LRCX/ORCL/KLAC/ASML weakness — suggests this is starting to look like a genuine two-week rotation, not a single-day event, though it should still be read as sector rotation rather than a market-wide directional call.

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 this cycle) is not the same setup as one where RSI and price have both stabilized (ORCL, tentatively, this cycle). thesis: broken is a hard override: no price level makes a broken-thesis name attractive, and INTU should be avoided regardless of discount, four bounces in. This cycle's real lesson is that the software/semis split first flagged last scan ran a second straight session — worth watching whether it becomes a durable divergence or simply fades, but two consecutive sessions of the same pattern is a stronger signal than one.

(28 remaining tracked names — MSFT, NVDA, META, TMO, COST (stale, see caveat above), WMT, NKE, LULU, MCD, AVGO, ANET, NFLX, DIS, ZS, HD, LOW, CEG, PEP, SPGI, CME, DE (above), HON (above), BKNG, UBER, GOOGL, ISRG, PLTR, TTD — sit at RSI 42-70, mixed but not oversold; omitted from a bargain-bin screen by design. GOOGL (42.1) and ISRG (42.4) both moved well clear of last cycle's near-miss reads.)

Strict hit, standing alone — TSLA is now the only name clearing the strict screen, discount deepening further while ORCL bounced off the list entirely. collapse regime, thesis-intact, death-crossed — the discount is real, structure is not confirmed.

Closest misses, all semis-adjacent — MRVL, LRCX, ORCL all sit just above the strict cutoff and below their 20-day average; MRVL's deterioration from RSI 39.0 to 34.3 is the sharpest move in this tier this cycle.

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

Approaching / discounted, unresolved — CAT, QCOM, ASML, KLAC, AMZN, AMD all carry real discounts without a confirmed base; AMD's fresh -8.15% single-day drop is new pressure this cycle.

Same-session split — running a second session — WDAY's +8.24% single-day move is the biggest mover in either direction this cycle; SAP, ADBE, NOW, CRM, INTU all rallied the same session that AMD, MRVL, LRCX, KLAC, ASML sold off, for the second straight scan. Read this as a persisting rotation, not yet a market-wide signal either direction.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-28 close (COST stamped 2026-07-24, stale — see caveat above) — bargain-bin.