Six regime upgrades in one cycle: CRS re-earned its uptrend tag, KEYS lifted to uptrend, and WOLF, AMKR, AMVMF, and ALM all repaired out of collapse. That leaves MP as the sole name still tagged collapse in a 16-name book that carried five collapse-tagged names last cycle. ALM's third-straight-cycle deterioration streak, flagged repeatedly in prior scans, finally broke — its 30-day loss narrowed from -30.66% to -5.15%.

Data as-of the 2026-08-07 close for the full 16-name book — no staleness this cycle, including SDVKY and AMVMF, both one session behind last time. Prior scan: 2026-07-31-supply-chain-traces (data as-of the 2026-07-31 close).

This cycle reversed most of the damage the book had been carrying into last scan. CRS, which had dropped its uptrend tag on its first fresh print in months last cycle (RSI falling to a stale-adjusted 39.0), climbed back to uptrend this time with RSI at 52.3 and its 30-day return narrowing to -2.89% from -14.83%. KEYS lifted from pullback to uptrend as its RSI rose to 57.4 and its 30-day gain climbed to +7.48% from -4.92%. Four names exited collapse outright: WOLF (RSI 35.7 → 53.0, 30-day loss narrowing from -46.99% to -8.34%), AMKR (RSI 35.5 → 43.0, 30-day loss narrowing from -37.65% to -17.4%), AMVMF (RSI 42.9 → 52.3, 30-day loss narrowing from -8.11% to -6.37%, though volume printed zero shares this cycle), and ALM (RSI 33.0 → 50.4, 30-day loss narrowing from -30.66% to -5.15%). ALM's repair matters more than a single-cycle bounce: the prior two scans had flagged it as deepening for a third straight cycle with no sign of a floor, and this cycle broke that streak cleanly. MP is now the sole name still tagged collapse, though even its internals improved — RSI up from 35.6 to 56.2, the biggest single-name RSI jump in the book, with its 30-day loss narrowing from -23.78% to -3.57%. ATEYY held its uptrend regime, RSI climbing further to 59.8 with a 30-day gain of +16.49%. TDY held basing at RSI 68.6, the highest reading in the book. ELMT's regime stayed too-young, its 30-day return improving to +5.71% from -27.74%. BESIY's thesis stays rated intact, RSI at 46.6 with a 30-day loss narrowing to -8.49%. KLIC's thesis stays rated intact-but-priced, RSI at 41.1, still the lowest reading in the book.

• CRS: regime upgraded pullback → uptrend, one cycle after losing the tag on its first fresh print; RSI 39.0 → 52.3; 30-day narrowed to -2.89% (was -14.83%).
• KEYS: regime upgraded pullback → uptrend; RSI 48.2 → 57.4; 30-day flipped from -4.92% to +7.48%.
• WOLF: regime upgraded collapse → pullback; RSI 35.7 → 53.0; 30-day narrowed to -8.34% (was -46.99%).
• AMKR: regime upgraded collapse → pullback; RSI 35.5 → 43.0; 30-day narrowed to -17.4% (was -37.65%).
• AMVMF: regime upgraded collapse → pullback; RSI 42.9 → 52.3; 30-day narrowed to -6.37% (was -8.11%); volume printed zero shares this cycle, still the thinnest name in the book.
• ALM: regime upgraded collapse → pullback, breaking a three-cycle deterioration streak; RSI 33.0 → 50.4; 30-day narrowed to -5.15% (was -30.66%).
• MP: RSI 35.6 → 56.2, the biggest single-name RSI jump in the book, regime held collapse; 30-day narrowed to -3.57% (was -23.78%).
• ATEYY: RSI 57.5 → 59.8, regime held uptrend; 30-day climbed to +16.49% (was +7.1%).
• TDY: RSI 57.5 → 68.6, regime held basing; 30-day climbed to +8.1% (was -0.85%).
• TER: RSI 51.2 → 52.2, roughly flat; 30-day climbed to +7.89% (was -13.96%).
• BESIY: RSI 34.7 → 46.6, thesis still intact; 30-day narrowed to -8.49% (was -27.88%).
• KLIC: RSI 38.2 → 41.1, thesis still intact-but-priced, still the lowest reading in the book; 30-day narrowed to -12.4% (was -33.34%).
• ASX: RSI 44.0 → 49.2; 30-day narrowed to -6.36% (was -17.36%).
• SDVKY: RSI 47.6 → 51.6; 30-day narrowed to -2.61% (was -9.13%); bar now current (was one session stale).
• KMT: RSI 46.8 → 42.5, trend flipped weak-down; 30-day roughly flat at +0.06% (was +1.04%), the one name barely moving.
• ELMT: RSI 40.5 → 58.1, regime still too-young; 30-day flipped from -27.74% to +5.71%.

Regime labels describe chart structure, not a buy/sell call. Six upgrades in one cycle — CRS and KEYS both lifting to uptrend, plus four names exiting collapse outright — is the broadest single-cycle repair this book has shown. CRS's fast round trip (uptrend → pullback → uptrend across two cycles) is a reminder that a single fresh print can mislead as easily as a stale one; the regime label caught up to the price rather than the other way around. ALM breaking its three-cycle deterioration streak is the clearest repair story in the book, given how repeatedly it had been flagged as the one name with no floor. MP remains the lone name still tagged collapse, but its internals — the single biggest RSI jump in the book — suggest the tag may not hold much longer if the trend continues. AMVMF's zero-volume print is worth treating as a data caveat even though its regime upgraded; a tag change on almost no trading is thinner confirmation than the same move on a liquid name.

Tier A — Confirmed strength, uptrend/basing (3): TDY, ATEYY, KEYS (freshly repaired to uptrend).

Tier B — Freshly repaired, RSI 40+ (5): CRS (re-earned uptrend), WOLF, AMVMF (thin volume), ALM (broke a three-cycle deterioration streak), AMKR.

Tier C — Broad recovery, still pullback (6): TER, SDVKY, ASX, BESIY (thesis intact), KLIC (thesis intact-but-priced), KMT.

Tier D — Structural avoid, regime collapse (1, down from 5): MP, though its RSI posted the biggest single-name jump in the book.

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

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