TTD crashed -21.9% in a single session — RSI falling to 28.2 with the stock now -80.6% off its 52-week high — becoming the only name on the strict screen this cycle, a name that sat entirely outside this scan's narrative last cycle. QCOM, last cycle's lone strict hit, fully recovered off the list — RSI climbed to 47.6 from 29.3 and its price moved back above its 20-day average, a complete reversal after deepening for two straight cycles. ORCL's 30-day print flipped positive for the first time in this tracked window (+5.01%, was -8.55%), extending its recovery into a fourth confirming cycle. INTU's broken-thesis flag survived a sixth consecutive cycle of price improvement (30D now +20.06%, up from +18.87%) — still a hard avoid regardless of the chart. The broader software/semis complex extended higher across the board this cycle, consistent with the broad risk-on move showing up across the desk's other screens.

Data as-of the 2026-08-07 close. Source: bargain-bin, filtered for RSI < 30 AND vs SMA20 < 0, then widened to the next-closest cluster — ranked by thesis quality × discount depth. Prior scan: 2026-07-31-bargain-bin (2026-07-31 close).

The strict bargain-bin filter — RSI below 30 and price below its 20-day average — returns only one name this cycle, and it is a fresh entrant. TTD ($13.80, RSI 28.2, vs-20-day -24.3%, 1D -21.9%, 7D -23.5%, 30D -27.6%, -80.6% off its 52-week high) crashed in a single session, with relative volume 7.1x average — the steepest single-day breakdown tracked anywhere in this screen. This is not a continuation of a prior story: TTD sat in the "remaining tracked names" bucket last cycle at RSI in the 40-70 range with no oversold flag; this cycle's move is a genuinely fresh single-name event with no corpus source identified in this session's data for its cause.

QCOM, last cycle's lone strict hit, fully recovered off the list. ($167.86, RSI 47.6, was 29.3; vs-20-day now +0.9%, was -14.8%; 30D -10.0%, was -18.9%, a fresh +4.66% single-day move) — a complete reversal after two straight cycles of deepening. This closes out the single-name-deterioration story flagged over the last two cycles: QCOM is no longer below its 20-day average at all.

The closest-miss tier holds three names this cycle, none particularly close to the strict threshold. TSLA ($328.58, RSI 41.5, vs-20-day -4.3%, 30D -16.6%) continues clearing away from oversold after crossing above the strict line two cycles ago. CAT ($842.19, RSI 42.7, vs-20-day -2.9%, 30D -11.0%) and SPGI ($408.19, RSI 43.5, vs-20-day -4.5%, 30D -5.3%) round out the group — both quality names trading modestly below their 20-day averages without any acute oversold signal.

INTU carries the same explicit thesis: broken flag from the last five scans (RSI 61.1, -58.3% off its 52-week high, vs-20-day +6.9% — well above its 20-day average) after another price gain (30D now +20.06%, up from +18.87% last cycle). This is the sixth 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.

ORCL's recovery extended into a fourth straight confirming cycle, and its 30-day print flipped positive for the first time in this tracked window. RSI improved further to 56.5 (was 44.1 last cycle, 33.2 two cycles back), and 30D moved to +5.01% from -8.55% — the first positive 30-day print for this name in this desk's tracked history of it, price up to $147.02 (was $129.87). It remains -58.2% off its 52-week high and in collapse regime by the long-run definition, but the multi-cycle trend is now unambiguous.

The broader software/semis complex extended higher across the board this cycle, consistent with the risk-on move flagged across the desk's other screens this session. WDAY ($179.64, RSI 70.4, 30D +30.3%), SAP ($206.16, RSI 75.1, 30D +31.0%), ADBE ($265.21, RSI 65.9, 30D +20.0%), NOW ($124.88, RSI 67.2, 30D +15.9%), and CRM ($192.74, RSI 62.5, 30D +15.7%) all pushed further into positive territory — several of these names (SAP, WDAY) are now firmly extended into overbought RSI territory. On the industrial/strength side, DE ($620.83, RSI 55.8, 30D +4.0%), HON ($246.21, RSI 58.4, 30D +11.7%), and DPZ ($350.95, RSI 58.1, 30D +16.1%) all extended as well, and BKNG ($214.42, RSI 73.1, 30D +23.0%) — previously untracked in this scan's narrative — surfaced as a newly extended name.

This bucket screens for cheap, not for buyable. regime labels (collapse/downtrend/pullback/basing) describe the chart, not a recommendation — TTD's fresh entry into the strict list this cycle is a single-session breakdown worth flagging, not automatically a discount worth buying, and this scan has no corpus source for what drove the -21.9% single-day move. thesis: broken is a hard override: no price level makes a broken-thesis name attractive, and INTU should be avoided regardless of discount, six bounces in. This cycle's real lesson is that QCOM's full recovery off the strict list, paired with TTD's arrival, means the "lone strict hit" slot rotated to an entirely new, previously untracked name rather than the same deterioration continuing.

(20 remaining tracked names — MSFT, NVDA, GOOGL, AMZN, TMO, COST, LULU, MCD, AVGO, ANET, MRVL, LRCX, ASML, NFLX, DIS, ZS, HD, LOW, CEG, PEP, CME, UBER, ISRG, PLTR — sit at RSI 42-70, mixed but not oversold; omitted from a bargain-bin screen by design. MRVL (RSI 52.3, 30D -5.6%), LRCX (RSI 48.6, 30D -6.5%), and ASML (RSI 51.9, 30D -1.4%) all continued recovering from the earlier semis-complex selloff.)

Strict hit, fresh single-day crash — TTD is the only name clearing the strict screen this cycle, and it arrived via a -21.9% single-session move rather than a continuing deterioration. collapse regime, unrated, no confirmed base.

Fully recovered, off the list — QCOM closed out two cycles of deepening with a complete reversal, price now back above its 20-day average.

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

Modest discounts, no acute signal — TSLA, CAT, SPGI in the closest-miss tier; NKE, KLAC, WMT, AMD, META in the approaching-oversold tier — all trading below their 20-day averages without any oversold extreme.

Broadly extended, several newly overbought — ORCL (30D flipped positive for the first time), WDAY, SAP, ADBE, NOW, CRM, DE, HON, DPZ, BKNG all pushed further into positive territory this cycle, consistent with the broad risk-on move flagged across the desk's other screens.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-07 close — bargain-bin.