CRS and BESIY both finally printed fresh bars this cycle after sitting frozen on 2026-07-24 data for multiple cycles — and CRS's fresh read is the headline, its regime dropping from uptrend to pullback as RSI fell from a frozen 61.9 to 39.0. TER and ATEYY both staged sharp reversals (TER's RSI up 10.5 points to 51.2, ATEYY's 30-day flipping from -24.74% to +7.1%), while WOLF's regime classified for the first time as collapse, having previously carried a too-young tag.

Data as-of the 2026-07-31 close for most of the book. SDVKY and AMVMF carry bars dated 2026-07-30 (one session behind); AMVMF's volume remains thin at 100 shares vs. a 375-share average. CRS and BESIY both received fresh prints this cycle after being frozen on 2026-07-24 data for multiple cycles. Prior scan: 2026-07-28-supply-chain-traces (data as-of the 2026-07-28 close).

CRS and BESIY both finally received fresh bars this cycle after being frozen on 2026-07-24 data across several prior cycles, and the readings that emerged cut in different directions. CRS's regime dropped from uptrend to pullback on its first fresh print, RSI falling from a frozen 61.9 to 39.0 and its 30-day reading flipping from +3.91% to -14.83% — the name that had looked like the book's clearest strength turned out to be sitting on real damage the stale data had been hiding. BESIY's fresh print was milder: RSI eased from a frozen 37.3 to 34.7, thesis still rated intact, with its 30-day loss deepening only modestly to -27.88%. Elsewhere, the book staged a real recovery. TER's RSI climbed from 40.7 to 51.2 and its 30-day loss narrowed from -30.78% to -13.96%, and ATEYY's reversal was sharper still — RSI up from 38.5 to 57.5 and its 30-day reading flipping from -24.74% to +7.1%. KEYS and ASX both improved too (KEYS's RSI to 48.2, ASX's to 44.0), and AMKR, last cycle's single-day collapse event, kept recovering — RSI up from 27.4 to 35.5, though its collapse tag hasn't lifted yet. AMVMF's RSI jumped from 29.2 to 42.9 while its regime held collapse. WOLF is the one name whose regime classification changed for the worse: it now carries a collapse tag for the first time, having previously been read as too-young, even as its own RSI improved from 30.3 to 35.7 and its 30-day loss narrowed from -50.54% to -46.99% — a structural reclassification that landed on the negative side despite the price moving the other way. ALM continued deepening for a third straight cycle (RSI 34.7 to 33.0, 30-day loss widening to -30.66%), and KMT's trend flipped from strong-up to weak-down as its RSI cooled from 56.3 to 46.8.

• CRS: first fresh print since being frozen on 2026-07-24 data; regime downgraded uptrend → pullback; RSI 61.9 (frozen) → 39.0; 30-day flipped from +3.91% to -14.83%.
• BESIY: first fresh print since being frozen on 2026-07-24 data; RSI 37.3 (frozen) → 34.7, thesis still intact; 30-day deepened to -27.88% (was -22.75%).
• TER: RSI 40.7 → 51.2; 30-day narrowed to -13.96% (was -30.78%).
• ATEYY: RSI 38.5 → 57.5; 30-day flipped from -24.74% to +7.1%.
• KEYS: RSI 39.2 → 48.2; 30-day narrowed to -4.92% (was -10.28%).
• ASX: RSI 38.1 → 44.0; 30-day narrowed to -17.36% (was -18.65%).
• AMKR: RSI 27.4 → 35.5, regime still collapse; 30-day narrowed to -37.65% (was -44.51%).
• AMVMF: RSI 29.2 → 42.9, regime still collapse; 30-day narrowed to -8.11% (was -15.59%); data now dated 2026-07-30.
• WOLF: regime reclassified from too-young to collapse; RSI 30.3 → 35.7; 30-day narrowed to -46.99% (was -50.54%).
• MP: RSI 30.3 → 35.6, regime still collapse; 30-day roughly flat at -23.78% (was -24.59%).
• ALM: RSI 34.7 → 33.0, regime still collapse; 30-day deepened to -30.66% (was -24.23%) — a third straight cycle of deterioration.
• KLIC: RSI 36.5 → 38.2, thesis still rated intact-but-priced; 30-day deepened to -33.34% (was -29.58%).
• KMT: RSI 56.3 → 46.8, trend flipped from strong-up to weak-down; 30-day flipped to +1.04% (was +2.27%).
• SDVKY: RSI 39.9 → 47.6; 30-day narrowed to -9.13% (was -10.86%); data now dated 2026-07-30.
• ELMT: RSI 38.2 → 40.5, regime still too-young; 30-day deepened to -27.74% (was -24.57%).

Regime labels describe chart structure, not a buy/sell call, and this cycle is a reminder that a frozen print can hide real damage. CRS's fresh read losing its uptrend tag is the most consequential change in the book — a name that scanned as the book's clearest strength for multiple cycles was, on the first current data, already in pullback. WOLF's move from too-young to collapse shows a regime reclassification can land against the price direction; its own numbers improved this cycle even as the structural read turned worse. TER and ATEYY's recoveries are real repairs in the return data, not yet regime upgrades. ALM's third straight cycle of deepening is the clearest continuing deterioration in the book.

Tier A — Confirmed strength (2): ATEYY (uptrend, sharp reversal this cycle), TDY (basing, steadiest hold in the book).

Tier B — Broad recovery, pullback (8): TER (RSI up 10.5 points), KEYS, KMT (trend flipped weak-down), ASX, KLIC (intact-but-priced), CRS (fresh print, lost uptrend), BESIY (fresh print, thesis intact), SDVKY.

Tier C — Structural avoid, regime collapse (5): MP, WOLF (newly reclassified from too-young), AMVMF (thin volume), ALM (third cycle of deepening), AMKR (recovering but still tagged).

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

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