Data as-of 2026-07-31 close, except TXN which carries a 2026-07-29 bar — read that row as two sessions stale.

**The group's synchronized slide reversed hard. Fifteen of 20 names sat in the 25-40 oversold band last scan; now only six do. AMKR — last scan's worst single-day mover — recovered from RSI 27.4 to 35.5, and NVDA climbed back to 48.6 from 43.0. The one name that kept falling instead of bouncing is QCOM (RSI 36.5 → 29.3), now the cut's only sub-30 print.

SWKS (RSI 52.7 → 47.6), the lone riser last scan, gave that back — the group's biggest reversal-of-a-reversal.**

Source: semis.json + ai-infra.json + energy.json, deduped to the core NVDA-adjacent chip/AI-infra/power-demand names. Latest bar 2026-07-31 for every name in this cut except TXN (2026-07-29). Note: AMZN/PLTR/TAC/P (ai-infra.json) and EOSE/NEE/FSLR/ENPH/TAC (energy.json) excluded as off-thesis for this ecosystem cut, same methodology as last scan. Prior scan: 2026-07-28-nvda-ecosystem.

The whole cut reversed together. Where 15 of 20 names sat in the 25-40 RSI band three sessions ago, only six do now — AMKR led the recovery, climbing from RSI 27.4 to 35.5 even as its 7-day return stayed negative (-23.23%, change7d per semis.json), a sign the RSI gain came from a sharp bounce off a deeper low rather than a clean turn. INTC (33.9 → 40.0), MRVL (34.3 → 41.6), ASML (37.1 → 42.8), BE (33.3 → 44.6), and AMD (39.4 → 45.3) all posted comparably large RSI recoveries this scan.

QCOM is the one name that moved the wrong way through the bounce. RSI fell from 36.5 to 29.3 — now the cut's only sub-30 print — on a -11.59% single week and -18.86% over 30 days, with the regime classifier downgraded to "collapse." That's a clear divergence from a group that otherwise recovered in unison.

SWKS gave back last scan's status as the lone riser. RSI fell from 52.7 to 47.6, +3.44% over the week even as the RSI itself eased — the group's only reversal-of-a-reversal this scan, and its trend classifier remains a plain down GC rather than confirming a turn.

NVDA and AVGO both climbed back from mid-cut reads without breaking into a confirmed uptrend regime. NVDA's RSI moved from 43.0 to 48.6, and AVGO's from 47.5 to 51.3 — both still carry a "pullback" regime classification, and both retain a thesis flag of "intact" on file. TXN's bar is two sessions stale (2026-07-29), so its RSI of 38.1 likely understates whatever bounce the rest of the group posted through Thursday and Friday.

• The oversold band shrank from 15 names to 6. Six names remain in oversold territory — QCOM (RSI 29.3), AMKR (35.5), plus ARM, TXN (stale), ON, and TLN — down from 15 of 20 last scan.
• AMKR recovered from the cut's steepest prior break. RSI 27.4 → 35.5, though change7d is still -23.23% — a bounce off a deeper low, not a clean reversal.
• QCOM is the one name that kept falling. RSI 36.5 → 29.3, the only sub-30 print in the cut; regime downgraded to "collapse."
• NVDA climbed back above 40. RSI 43.0 → 48.6, thesis still marked "intact."
• SWKS gave back its lone-riser status. RSI 52.7 → 47.6 — the only name in the cut whose RSI fell this scan while the rest of the group rose.
• ASML, INTC, MRVL, BE, and AMD all posted comparably large recoveries, each moving up 5-11 RSI points from last scan's reads.
• TXN's bar is two sessions stale (2026-07-29) — its RSI of 38.1 may not reflect the rest of the group's Thursday-Friday bounce.
• Universe unchanged. Same 20 tickers as the July 28 cut (16 from semis.json plus BE/CEG/GEV/TLN from energy.json) — no entrants or dropouts, same exclusion list.

RSI measures how stretched a stock is over the past 14 sessions; under 30 signals oversold, over 70 signals overbought/extended. vs SMA20 is the gap to the 20-day average — a large negative number means a fast recent decline. vs VWAP is the premium over the average price paid by current holders; a high number means most of the move is unrealized profit that can get sold into any weakness. Trend pairs direction/strength with a cross signal — GC (golden cross) is structurally healthier than DC (death cross), though a name can carry a golden-cross flag while its regime classifier still reads "collapse," as QCOM does here. A group-wide RSI recovery like this scan's is a sector-wide re-rating, not 20 independent stories — and most of these names still carry a "pullback" regime rather than a confirmed uptrend, so treat the bounce as unresolved rather than a green light.

*TXN carries a 2026-07-29 bar — two sessions stale; read this row with that caveat.

None.

Six names — down from 15 last scan.

• Cooling band: INTC, MRVL, MXL, ASML, BE, LSCC, AMD, AMAT, TSM, GEV. All ten cooled or recovered into the low-to-mid 40s without breaking into a confirmed uptrend regime.
• Momentum band: SWKS, NVDA, CEG, AVGO. Nothing in this cut is extended this scan.

• The synchronized 15-of-20 oversold slide reversed hard this scan — does the bounce hold, or does the group roll back over now that the squeeze has passed?
• QCOM is the one name that kept falling through the reversal (RSI 36.5 → 29.3) — does it find a floor, or does it keep diverging from the rest of the group?
• SWKS gave back last scan's lone-riser status (52.7 → 47.6) — was that reversal a one-off, or does it keep fading?
• TXN's bar is two sessions stale (2026-07-29) — does the next refresh show it caught up with the rest of the group's bounce, or lagged behind?

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — semis, ai-infra, energy.