Four of the nine names carried in collapse last cycle repaired this time — AVAV, KTOS, ONDS, and RCAT all lifted to downtrend — cutting the collapse pocket to five. NOC moved the other way, downgraded from pullback to downtrend as its 30-day gain decelerated to +4.86%. The one caution in an otherwise improving book is LASR: a -25.56% single-day drop knocked its RSI from 51.2 down to 39.3, the sharpest reversal in the book this cycle.

Data as-of the 2026-08-07 close for the full 22-name book — no staleness this cycle. Prior scan: 2026-07-31-drone-defense (data as-of the 2026-07-31 close).

The pure-play collapse pocket that had held its exact nine-name membership for three straight cycles finally broke up this time: AVAV, KTOS, ONDS, and RCAT all lifted their regime tag from collapse to downtrend, cutting the pocket to five (KRKNF, DRSHF, AMPX, PL, DPRO). Every one of the four also posted a stronger 30-day return — AVAV's flipped from -13.38% to +18.35%, KTOS's from -12.14% to +20.62%, ONDS's from -5.43% to +21.14%, and RCAT's from +0.44%, essentially flat, up from -28.63%. Even inside the five names still tagged collapse, the internals improved broadly: DRSHF's RSI climbed from 21.2, the lowest in the book last cycle, up to 50.9, and AMPX's 30-day loss narrowed from -29.36% to +2.33%. PL, whose thesis stays rated broken, also improved — RSI up from 32.8 to 48.7 and its 30-day loss narrowing to -13.77% from -35.21% — though the collapse tag and broken thesis both held. NOC is the one clean downgrade this cycle, its regime dropping from pullback to downtrend as its 30-day gain decelerated to +4.86% from +4.33%, joining last cycle's already-cooling durable layer. RTX, the strongest confirmed name in the book, extended further — RSI climbing to 76.1 from 70.7, regime still breakout, its 30-day gain rising to +14.43%. LMT's RSI climbed to 66.3 with its 30-day gain steady at +11.36%. Against that broadly improving tape, LASR is the one name that moved the wrong way sharply: a single-day drop of -25.56% pulled its RSI down from 51.2 to 39.3 and its 7-day return to -18.38%, even as its thesis stays rated intact — the sharpest single-name reversal in the book this cycle, with no corpus source on hand to explain the driver.

• AVAV: regime upgraded collapse → downtrend; RSI 47.2 → 65.4; 30-day flipped from -13.38% to +18.35%.
• KTOS: regime upgraded collapse → downtrend; RSI 44.1 → 67.6; 30-day flipped from -12.14% to +20.62%.
• ONDS: regime upgraded collapse → downtrend; RSI 46.5 → 60.1; 30-day flipped from -5.43% to +21.14%.
• RCAT: regime upgraded collapse → downtrend; RSI 40.5 → 54.9; 30-day flipped from -28.63% to +0.44%.
• NOC: regime downgraded pullback → downtrend; RSI 54.4 → 66.6; 30-day decelerated to +4.86% (was +4.33%).
• LMT: regime shifted from basing to pullback (the JSON's default tag); RSI 68.1 → 66.3, roughly steady; 30-day held near flat at +11.36% (was +11.67%).
• RTX: RSI 70.7 → 76.1, regime held breakout; 30-day climbed to +14.43% (was +12.22%).
• DRSHF: RSI 21.2 → 50.9, still the lowest-tagged collapse name but a sharp rebound; regime held collapse; 30-day narrowed to -4.27% (was -26.95%).
• AMPX: RSI 38.3 → 52.7, regime held collapse; 30-day flipped from -29.36% to +2.33%.
• PL: RSI 32.8 → 48.7, regime held collapse, thesis still rated broken; 30-day narrowed to -13.77% (was -35.21%).
• DPRO: RSI 39.8 → 51.8, regime held collapse; 30-day narrowed to -2.92% (was -21.44%).
• KRKNF: RSI 41.2 → 49.2, regime held collapse; 30-day narrowed to +2.33% (was -8.19%).
• LASR: RSI 51.2 → 39.3, thesis still intact; 30-day flipped negative to -4.3% (was +2.75%) on a single-day -25.56% drop — the sharpest reversal in the book.
• MSI: RSI 62.2 → 70.1, regime held basing; 30-day climbed to +11.18% (was +4.01%).
• TDY: RSI 57.5 → 68.6, regime held basing; 30-day climbed to +8.1% (was -0.85%).
• ESLT: RSI 55.3 → 63.1; 30-day climbed to +10.14% (was +6.4%).
• AXON: RSI 52.1 → 55.5, regime held pullback; 30-day narrowed to -4.8% (was -11.15%).
• ITA: RSI 53.7 → 63.0, regime held uptrend; 30-day flipped to +4.64% (was -1.72%).
• DFEN: RSI 52.0 → 62.0; 30-day climbed to +12.03% (was -7.21%).
• UMAC: RSI 53.1 → 60.9; 30-day climbed to +26.62% (was -8.87%).
• AVEX: RSI 48.7 → 65.4, regime still too-young; 30-day flipped to +27.78% (was -15.28%).
• EOPSF: RSI 36.5 → 50.7, regime still too-young; 30-day narrowed to -9.62% (was -31.82%).

Regime labels describe chart structure, not a buy/sell call. Four collapse-tagged names lifting to downtrend in one cycle, with every one of them also posting a stronger 30-day return, is a real structural change — not just RSI drift inside a stale tag. NOC's downgrade to downtrend against an otherwise strong durable-defense layer is worth tracking; the regime label moved against the direction most of the book is heading. LASR's -25.56% single-day drop is large enough on its own to override the broader recovery story for that one name — its thesis stays rated intact, but the price action just contradicted a cycle of recovery elsewhere in the book, and no corpus source explains the move.

Tier A — Durable prime/ETF layer, RSI 60+ (10): RTX (breakout), MSI (basing), TDY (basing), KTOS (freshly repaired), NOC (fresh downgrade to downtrend), LMT, AVAV (freshly repaired), AVEX (too-young), ESLT, ITA (uptrend), DFEN.

Tier B — Pure-play, freshly repaired to downtrend (3, new this cycle): ONDS, RCAT, plus KTOS/AVAV counted above.

Tier C — Improving inside a still-collapse tag (5): KRKNF, DRSHF (biggest RSI rebound in the book), AMPX, PL (thesis: broken), DPRO.

Tier D — Fresh caution (1): LASR, thesis intact but a sharp single-day reversal this cycle.

Tier E — Data caveat, too-young regime: EOPSF.

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