HIMS is the one regime change this cycle, lifting out of downtrend into pullback as its RSI climbed from 41.5 to 50.9. TSLA, the book's standing tension for several cycles running — still tagged collapse with its thesis rated intact — finally showed real repair: RSI up from 31.9 to 41.5 and its 30-day loss narrowing to -16.62% from -26.83%, though the regime tag hasn't lifted yet. LULU's RSI jumped to 66.4, the highest in the book, while still carrying a downtrend tag from two cycles back.

Data as-of the 2026-08-07 close for all eight names — a full, fresh pull, no staleness this cycle. Prior scan: 2026-07-31-cultural-thesis (data as-of the 2026-07-31 close).

HIMS is the clean regime change this cycle: its tag lifted from downtrend to pullback as RSI climbed from 41.5 to 50.9, though its 30-day return is still negative at -12.42%, roughly matching last cycle's -12.42% read — the structural upgrade arrived without much change in the underlying return yet. TSLA remains the book's standing tension — still tagged collapse with its thesis rated intact, a disconnect flagged over several prior cycles — but the internals finally moved the right direction this cycle: RSI climbed from 31.9 to 41.5 and its 30-day loss narrowed from -26.83% to -16.62%, the first real improvement after a stretch of deepening. The regime tag hasn't caught up yet, so this reads as stabilization rather than a confirmed repair. LULU posted the highest RSI in the book at 66.4, up from 52.6, with its 30-day gain climbing to +13.17% from +2.12% — a real acceleration, though its regime still carries a downtrend tag from an upgrade out of collapse two cycles back. DPZ's RSI eased slightly to 58.1 from 62.4 while its 30-day gain climbed further to +16.07% from +14.22%, still without ever earning a regime upgrade past downtrend — the same price-versus-label disconnect flagged last cycle continues, unresolved either way. CROX's RSI climbed back to 55.6 from 48.1, its uptrend regime holding, with its 30-day gain accelerating to +11.58% from +3.09%. SBUX held basing, RSI flat at 54.2, with its 30-day gain narrowing slightly to +1.65% from +1.8%. NKE's RSI climbed to 45.2 from 43.9 with its 30-day loss narrowing to -2.77% from -3.14%, regime still downtrend. BRBR, whose thesis stays rated broken, saw its RSI cool to 41.7 from 48.8 and its 30-day loss deepen to -12.29% from -7.19% — continuing the pattern of a bounce it can't sustain.

• HIMS: regime upgraded downtrend → pullback; RSI 41.5 → 50.9; 30-day roughly flat at -12.42% (was -12.42%).
• TSLA: RSI 31.9 → 41.5, regime still collapse, thesis still intact; 30-day narrowed to -16.62% (was -26.83%) — the first real improvement in this name after several cycles of deepening.
• LULU: RSI 52.6 → 66.4, now the highest reading in the book, regime held downtrend; 30-day climbed to +13.17% (was +2.12%).
• DPZ: RSI 62.4 → 58.1, regime still downtrend despite the continued strength; 30-day climbed to +16.07% (was +14.22%).
• CROX: RSI 48.1 → 55.6, regime held uptrend; 30-day climbed to +11.58% (was +3.09%).
• SBUX: RSI held roughly flat at 54.2, regime held basing; 30-day narrowed slightly to +1.65% (was +1.8%).
• NKE: RSI 43.9 → 45.2, regime still downtrend; 30-day narrowed to -2.77% (was -3.14%).
• BRBR: RSI 48.8 → 41.7, thesis still rated broken; 30-day deepened to -12.29% (was -7.19%) — the bounce continuing to fade.

Regime labels describe chart structure, not a buy/sell call. HIMS's upgrade out of downtrend is the only fresh regime change this cycle, but TSLA's internals are the more consequential story: after several cycles of a widening 30-day loss inside a collapse tag against an intact thesis, the loss finally narrowed and RSI climbed nine points. That's not yet a regime change — collapse held — so it reads as the tape starting to agree with the thesis rather than confirmation that it has. LULU and DPZ both show real price strength that their regime labels haven't caught up to, LULU still tagged downtrend from two cycles back and DPZ never having earned an upgrade despite a stronger 30-day print than almost anything else in the book. BRBR's continued fading — a second straight cycle of its 30-day return deteriorating — reinforces rather than contradicts its broken-thesis rating.

Tier A — Strongest structure, RSI 55+ (3): LULU (highest in the book, though still downtrend-tagged), DPZ (regime lagging price for two straight cycles), CROX (confirmed uptrend).

Tier B — Confirmed basing, extending quietly (1): SBUX.

Tier C — Freshly repaired regime (1): HIMS, upgraded out of downtrend this cycle.

Tier D — Improving but still depressed, no regime change (1): NKE.

Tier E — Continued fade, thesis broken (1): BRBR.

Tier F — Stabilizing inside a still-collapse tag (1): TSLA, thesis intact, first real improvement after several cycles of deepening.

None of the eight names read as a clean fresh entry this cycle. CROX and SBUX remain the steadiest confirmed structures. LULU and DPZ both show real strength their regime labels haven't caught up to — worth a look, but the tag itself hasn't confirmed either move. HIMS is the one fresh regime upgrade, though its 30-day return is still negative. TSLA's RSI (41.5) and narrowing loss are the first real improvement in several cycles, but the regime still reads collapse and the thesis-vs-tape disconnect from prior cycles isn't resolved, only less severe. BRBR's thesis stays rated broken and its bounce keeps fading.

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