The book's last two collapse-tagged names both repaired this cycle — CAMT lifted to pullback after being the one name that had been deteriorating against a recovering book last time, and AMKR followed, clearing the collapse pocket entirely. ENTG posted the strongest read in the book at RSI 58.1, and every one of the 14 names improved on both RSI and 30-day return this cycle.

Data as-of the 2026-08-07 close for the full 14-name book — no staleness this cycle. Prior scan: 2026-07-31-wfe-test-metrology (data as-of the 2026-07-31 close).

This cycle closed out the book's last structural weak spot. CAMT, which last scan was singled out as the one name deteriorating while the rest of the book recovered, reversed sharply this time: RSI climbed from 39.9 to 53.1 and its 30-day loss narrowed to +10.92% — a full flip from -14.81% — as its regime lifted from collapse to pullback. AMKR followed the same path, RSI up from 35.5 to 43.0 and its regime lifting from collapse to pullback as well, clearing the collapse pocket in this book to zero for the first time in recent cycles. ENTG posted the strongest read in the book at RSI 58.1, up from 40.0, with its 30-day gain climbing to +9.73% from -27.87%. ONTO's RSI reached 55.7 with a +5.78% 30-day gain. CAMT and AMKR's repair means the entire book is now in a single non-collapse regime bucket — every remaining name is tagged pullback, with RSI spread from 41.1 (KLIC, still the lowest reading in the book, thesis rated intact-but-priced) up to 58.1 (ENTG). TER, FORM, and ASML all held steady mid-book gains, with FORM's 30-day return climbing to +5.2% from -27.82% and TER's to +7.89% from -13.96%. BESIY's thesis stays rated intact, its RSI climbing to 46.6 from 34.7. Every single one of the 14 names posted both a higher RSI and an improved 30-day return this cycle — no laggards, no reversals.

• CAMT: regime upgraded collapse → pullback, reversing last cycle's flagged deterioration; RSI 39.9 → 53.1; 30-day flipped from -14.81% to +10.92%.
• AMKR: regime upgraded collapse → pullback; RSI 35.5 → 43.0; 30-day narrowed to -17.4% (was -37.65%).
• ENTG: RSI 40.0 → 58.1, the strongest reading in the book; 30-day flipped from -27.87% to +9.73%.
• ONTO: RSI 43.8 → 55.7; 30-day flipped from -26.41% to +5.78%.
• ACLS: RSI 44.4 → 50.1; 30-day flipped from -26.89% to +3.57%.
• ASML: RSI 42.8 → 51.9; 30-day flipped from -11.5% to -1.44%, still the only name with a negative 30-day print.
• TER: RSI 51.2 → 52.2; 30-day flipped from -13.96% to +7.89%.
• FORM: RSI 46.4 → 52.1; 30-day flipped from -27.82% to +5.2%.
• AMAT: RSI 45.4 → 50.1; 30-day flipped from -22.01% to -5.5%.
• LRCX: RSI 43.7 → 48.6; 30-day narrowed to -6.54% (was -25.11%).
• BESIY: RSI 34.7 → 46.6, thesis still intact; 30-day narrowed to -8.49% (was -27.88%).
• KLAC: RSI 38.3 → 46.0, catching up after being flagged as a laggard alongside CAMT and AMKR; 30-day flipped from -31.32% to -10.43%.
• MKSI: RSI 41.4 → 44.9; 30-day narrowed to -12.71% (was -27.64%).
• 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%).

Regime labels describe chart structure, not a buy/sell call. Every remaining name in the book is now tagged pullback, with CAMT and AMKR's repairs clearing the last collapse tags — a cleaner structural read than this book has carried in recent cycles. CAMT reversing from being the one name flagged as moving the wrong direction to the sharpest single-cycle recovery is the headline; it went from the book's clearest laggard to matching the strongest names in one print. ASML is the only name still carrying a negative 30-day return, though even that narrowed sharply. KLIC remains the lowest RSI in the book for a third straight cycle even as it improved — worth tracking whether its intact-but-priced thesis holds if the rest of the book keeps extending.

Tier A — Strongest, RSI 50+ (8): ENTG, ONTO, CAMT (freshly repaired), TER, FORM, ASML, ACLS, AMAT.

Tier B — Mid-book, still pullback, RSI 41-50 (6): LRCX, BESIY (thesis intact), KLAC, MKSI, AMKR (freshly repaired), KLIC (thesis intact-but-priced, still the lowest reading).

Tier C — Structural avoid, regime collapse (0, down from 2): none this cycle — CAMT and AMKR both repaired.

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