CTVA is the standout event this cycle — a single-day drop of -11.9% dragged its regime from uptrend to pullback and its RSI from 66.2 down to 35.3. CF moved the opposite way, re-earning its uptrend tag (RSI 59.5, 30-day gain still +15.75%), and FMC repaired out of collapse into downtrend for the first time, its 30-day return flipping back positive to +2.87%. DE and ADM both cooled hard from last cycle's extension.

Data as-of the 2026-07-31 close for six of eight names; NTR and DE carry bars dated 2026-07-30 (one session behind). Prior scan: 2026-07-28-food-security (data as-of the 2026-07-28 close).

CTVA is the clearest single event in this book this cycle: it dropped -11.9% in one session, pulling its regime from uptrend down to pullback and its RSI from 66.2 to 35.3, with its 30-day reading flipping from +6.69% to -5.78% and its distance from its 52-week high widening to -13.48%. CF moved the opposite direction — its regime lifted back to uptrend after last cycle's downgrade, RSI holding at 59.5 (was 58.3) with its 30-day gain still a strong +15.75%, thesis still rated intact. FMC is the other repair story: its regime lifted from collapse to downtrend for the first time, RSI climbing from 42.9 to 54.4 and its 30-day reading flipping back positive to +2.87% from -4.54%. Against those two upgrades, DE and ADM both cooled hard from last cycle's extension — DE's RSI fell from 66.3 to 48.6 and its distance from its 52-week high widened back out to -11.08% from -5.1%, giving back the tightening that had been the book's clearest strength story two cycles running; ADM's RSI fell from 55.9 to 41.9, now a fourth straight cycle of cooling from its RSI 73.5 peak. BG stayed in pullback for a second cycle, RSI falling further to 34.7 from 49.9. NTR continued its steady climb, RSI up to 64.4 with a 30-day gain of +12.34%, thesis still rated intact, though its bar is now one session behind at 2026-07-30. MOS held its stuck downtrend regime for a fourth straight cycle even as its 30-day return stayed positive at +3.85%.

• CTVA: regime downgraded uptrend → pullback on a single-day -11.9% move; RSI 66.2 → 35.3; 30-day flipped from +6.69% to -5.78%; -13.48% from high (was -0.89%).
• CF: regime upgraded pullback → uptrend, thesis still intact; RSI 58.3 → 59.5; 30-day roughly flat at +15.75% (was +16.62%).
• FMC: regime upgraded collapse → downtrend; RSI 42.9 → 54.4; 30-day flipped from -4.54% to +2.87%.
• DE: RSI 66.3 → 48.6, still basing; -11.08% from high (was -5.1%), giving back last cycle's tightening; 30-day flipped to -5.5% (was +2.37%). Data now dated 2026-07-30.
• ADM: RSI 55.9 → 41.9, still uptrend; 30-day narrowed to +3.47% (was +8.21%) — a fourth straight cycle of cooling.
• BG: RSI 49.9 → 34.7, still pullback; 30-day narrowed to +1.28% (was +7.58%).
• NTR: RSI 60.7 → 64.4, thesis still intact; 30-day roughly flat at +12.34% (was +14.56%). Data now dated 2026-07-30.
• MOS: RSI 57.3 → 48.9, regime still downtrend for a fourth cycle; 30-day roughly flat at +3.85% (was +2.85%).

Regime labels carry more weight than a single RSI move. CTVA's single-day, -11.9% drop is the most consequential change in this book — a sharp, one-day event that cost it a confirmed uptrend tag, not a slow drift. CF and FMC's upgrades this cycle (CF re-earning uptrend, FMC exiting collapse for the first time) are the clean strength stories. DE giving back its tightening distance from the 52-week high shows last cycle's extension wasn't a floor either. MOS's regime staying stuck on downtrend for a fourth straight cycle, despite continued positive monthly returns, is a real improvement the label still hasn't caught up to.

Tier A — Confirmed uptrend/repair, strongest (3): NTR (thesis intact, steady climb), CF (thesis intact, re-earned uptrend), ADM (uptrend but cooling for a fourth cycle).

Tier B — Cooling from an extension: DE (basing, gave back last cycle's tightening).

Tier C — Fresh downgrade: CTVA (uptrend → pullback on a single-day drop), BG (still pullback, further cooling).

Tier D — Repair stories: MOS (regime still stuck on downtrend for a fourth cycle despite positive monthly returns), FMC (freshly repaired out of collapse).

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