QCOM is now the only name clearing the strict screen — RSI fell to 29.3 (was 36.5) as its 30-day decline deepened to -18.86% — while TSLA's RSI climbed to 31.9 (was 27.4), moving it off the strict list for the first time in this tracked window even as its 30-day discount kept widening to -26.83%. The software/semis same-session rotation flagged over the prior two cycles largely faded: WDAY, SAP, ADBE, NOW, and CRM all cooled from their extended RSI highs, while MRVL, LRCX, AMD, and ASML — the names that sold off hard in that rotation — broadly recovered, leaving QCOM alone as the one name from that complex still deteriorating. INTU's broken-thesis flag has now survived a fifth consecutive cycle of price improvement (30D +18.87%, up from +18.01%) — still a hard avoid regardless of the chart.

Data as-of the 2026-07-31 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. COST's data refreshed to the current close this cycle (no staleness carryover). Prior scan: 2026-07-28-bargain-bin (2026-07-28 close).

The strict bargain-bin filter — RSI below 30 and price below its 20-day average — returns only one name this cycle. QCOM ($147.61, RSI 29.3, vs-20-day -14.8%, 30D -18.86%, -43.2% off its 52-week high) deepened from RSI 36.5 two cycles ago, the steepest deterioration of any name tracked in this screen — it is now the sole name still falling from what was a five-name semis-adjacent selloff two cycles back. TSLA ($311.21, RSI 31.9, vs-20-day -14.5%, 30D -26.83%, -37.6% off its 52-week high) dropped off the strict list for the first time in this tracked window — its RSI improved to just above the strict cutoff even as its 30-day discount kept widening, a genuinely mixed signal: getting technically less oversold while getting cheaper on a rolling basis. It carries a thesis flag of intact but remains death-crossed and in collapse regime.

Only two names sit in the closest-miss tier this cycle — a much thinner cluster than prior cycles. TSLA (above) and CAT ($814.81, RSI 36.2, vs-20-day -8.5%, 30D -17.66%) round out the group; MRVL and LRCX, which sat in this tier last cycle, both climbed well clear of it as the semis complex broadly recovered (see below).

INTU carries the same explicit thesis: broken flag from the last four scans (RSI 59.2, -60.2% off its 52-week high, vs-20-day +8.3% — well above its 20-day average) after another price gain (30D now +18.87%, up from +18.01% last cycle). This is the fifth 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 software/semis same-session split flagged over the prior two cycles largely faded this cycle. The software names that had rallied hard for two straight sessions all cooled from their extended RSI readings: WDAY ($160.34, RSI 61.9, was 65.5; 30D +23.08%, was +29.22%), SAP ($183.62, RSI 64.7, was 64.8; 30D +15.38%, was +15.67%), ADBE ($250.41, RSI 59.8, was 63.5; 30D +18.69%, was +20.71%), NOW ($111.23, RSI 56.6, was 58.0; 30D +5.13%, was +10.65%), and CRM ($184.02, RSI 59.7, was 60.8; 30D +12.74%, was +14.92%) — all still positive on the month but meaningfully cooled from their extended highs. The semis-adjacent names that sold off hard the same session mostly recovered: MRVL ($187.56, RSI 41.6, was 34.3; 30D -31.04%, was -37.17%), LRCX ($293.02, RSI 43.7, was 34.2; 30D -25.11%, was -34.39%), AMD ($476.15, RSI 45.3, was 39.4; 30D -11.97%, was -15.73%), and ASML ($1,629.00, RSI 42.8, was 37.1; 30D -11.5%, was -15.94%) all improved. QCOM alone kept deteriorating — this cycle's clear exception to what otherwise looks like a fading rotation rather than a durable divergence.

ORCL extended its recovery for a third straight cycle. RSI improved further to 44.1 (was 33.2 two cycles ago), 30D improved to -8.55% (was -18.53%), price up to $129.87 (was $119.96) — still -62.4% off its 52-week high and in collapse regime, but this is now a genuinely multi-cycle confirming trend rather than a single bounce.

The prior cycle's "strength pocket" names (DE, HON, DPZ) all cooled meaningfully this cycle, the mirror image of the software rally's own cooldown: DE (RSI 48.6, was 66.3; 30D -5.5%, was +2.37% — price fell from $639.84 to $599.47), HON (RSI 59.2, was 65.7; 30D +9.61%, was +8.45%), and DPZ (RSI 62.4, was 68.7; 30D +14.22%, was +19.19%) — all pulled back from extended readings.

This bucket screens for cheap, not for buyable. regime labels (collapse/downtrend/pullback/basing) describe the chart, not a recommendation — QCOM's fresh entry into the strict list this cycle is a deterioration worth tracking, not automatically a discount worth buying. thesis: broken is a hard override: no price level makes a broken-thesis name attractive, and INTU should be avoided regardless of discount, five bounces in. This cycle's real lesson is that the software/semis rotation flagged over the prior two cycles largely faded — most of the semis-adjacent names recovered while the software names cooled from their extremes, leaving QCOM as a genuine single-name story rather than evidence the rotation is still running.

(24 remaining tracked names — MSFT, NVDA, GOOGL, AMZN, TMO, COST, WMT, NKE, LULU, MCD, AVGO, ANET, NFLX, DIS, ZS, HD, LOW, CEG, PEP, SPGI, CME, BKNG, UBER, ISRG, PLTR, TTD — sit at RSI 40-70, mixed but not oversold; omitted from a bargain-bin screen by design.)

Strict hit, single-name deterioration — QCOM is now the only name clearing the strict screen, deepening from RSI 36.5 two cycles ago while the rest of its former cohort recovered. collapse regime, unrated — the discount is real, no confirmed base.

Dropped off, mixed signal — TSLA's RSI improved above the strict cutoff even as its 30-day discount widened further — worth reading as two separate signals, not a clean resolution either way.

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

Recovering from the prior rotation — MRVL, LRCX, AMD, ASML all climbed well clear of their prior-cycle discount lows; KLAC remains the deepest of this group.

Fresh discount entrant — META, a mega-cap name newly appearing in this screen at RSI 37.9 with a real 30-day decline.

Rotation faded, not confirmed as a trend — WDAY, SAP, ADBE, NOW, CRM all cooled from two straight sessions of extension; DE, HON, DPZ (the prior cycle's strength pocket) cooled the same direction. Read this as the earlier same-session split settling down, not evidence of a durable divergence continuing.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — bargain-bin.