AMKR is the standout move this cycle — a single-day drop of -24.74% on nearly 4x average volume dragged its RSI from 42.4 to 27.4 and crossed its regime into collapse, a name that had held a non-collapse tag through last cycle. TER gave back all of its flagged reversal (30-day loss deepened from -18.09% to -30.78%), and WOLF and ALM both kept deteriorating further inside their existing too-young and collapse tags. CRS and BESIY are still carrying bars dated 2026-07-24, now four sessions stale.

Data as-of the 2026-07-28 close for most of the book. CRS and BESIY both carry bars still dated 2026-07-24 — their readings are unchanged from last cycle and should be read as frozen. AMVMF's newest bar is dated 2026-07-27 (one session behind), still on effectively no volume. Prior scan: 2026-07-25-supply-chain-traces (data as-of the 2026-07-24 close).

AMKR is the clearest single event in this book this cycle. It fell -24.74% in one session on relative volume of nearly 4x its average, dragging RSI from 42.4 to 27.4 and pushing its regime into collapse for the first time this cycle — last cycle it held a non-collapse tag alongside TER, KEYS, and ASX. TER's own flagged reversal from last cycle reversed right back: RSI fell from 45.3 to 40.7 and its 30-day loss deepened from -18.09% to -30.78%, giving back the entire stabilization that had been the standout read two cycles ago. The rest of the cooling pocket followed the same pattern — ASX, ATEYY, KEYS, and KLIC all posted lower RSI and deeper 30-day losses than last cycle. KMT is the one name that kept extending strength, RSI up from 54.3 to 56.3 on its strong-up trend upgrade from last cycle. TDY, the steadiest hold in the book, cooled only slightly (RSI 60.1 to 57.5). CRS, last cycle's clearest confirmed strength (RSI 61.9, uptrend), still carries a bar dated 2026-07-24 — its numbers are unchanged and cannot be read as a fresh signal this cycle. BESIY, the one thesis-intact name, is in the same position: frozen at its 07-24 print. WOLF deepened further inside its still-too-young regime (30-day loss now -50.54%, from -49.66%), and ALM — added to this watchlist just last cycle already carrying a collapse tag — deepened again (30-day loss -24.23%, from -18.96%). AMVMF's bar moved from 2026-07-23 to 2026-07-27, one session fresher but still not current, and its collapse regime is unchanged.

• AMKR: regime downgraded to collapse (was non-collapse); RSI 42.4 → 27.4, -24.74% single-day move on 3.99x average volume — the standout event in the book; 30-day deepened to -44.51% (was -21.51%).
• TER: RSI 45.3 → 40.7; 30-day deepened to -30.78% (was -18.09%), 7-day flipped from +8.55% to -14.27% — the flagged reversal from last cycle fully reversed.
• KMT: RSI 54.3 → 56.3, extending its strong-up trend upgrade from last cycle.
• TDY: RSI 60.1 → 57.5, roughly flat, still basing — the steadiest hold in the book.
• ASX: RSI 43.7 → 38.1; 30-day deepened to -18.65% (was -9.99%).
• ATEYY: RSI 44.6 → 38.5; 30-day deepened to -24.74% (was -10.93%).
• KEYS: RSI 44.7 → 39.2; 7-day flipped from +0.88% to -6.99%.
• KLIC: RSI 43.0 → 36.5; 30-day deepened to -29.58% (was -17.80%); thesis still rated intact-but-priced.
• ALM: RSI 38.7 → 34.7; 30-day deepened to -24.23% (was -18.96%); -49.9% from 52-week high (was -41.91%); regime still collapse.
• WOLF: 30-day deepened to -50.54% (was -49.66%); -72.93% from high (was -67.88%); regime still too-young.
• CRS / BESIY: both still carry bars dated 2026-07-24 — no fresh print this cycle, readings unchanged.
• AMVMF: bar now dated 2026-07-27 (was 2026-07-23), regime still collapse; RSI roughly flat at 29.2.

Regime labels describe chart structure, not a buy/sell call. AMKR's crossing into collapse this cycle is the sharpest single-name event in either book this week — a one-day, high-volume drop, not a slow drift. TER's full reversal is the mirror image of last cycle's headline: a stabilization that didn't hold past one print. CRS and BESIY remain frozen on 07-24 data; neither should be read as confirming or denying anything until a fresh bar arrives.

Tier A — Confirmed strength, uptrend/basing: CRS (uptrend, but frozen 07-24 data), TDY (basing, steadiest hold in the book).

Tier B — Trend-upgraded strength, extending: KMT.

Tier C — Broad cooling, structure holding (6): TER (reversal fully unwound), ASX, ATEYY, KEYS, KLIC (thesis intact-but-priced), SDVKY.

Tier D — Thesis-intact pullback: BESIY (frozen 07-24 data).

Tier E — Structural avoid, regime collapse (4, up from 3): MP, AMVMF, ALM (carried from last cycle), AMKR (newly tagged this cycle after its single-day drop).

Tier F — Data caveat, too-young regime: WOLF, ELMT.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-28 close — supply-chain-traces.