This is a rotational cycle rather than a broad move in one direction: memory and storage surged together, CSCO posted the sharpest reversal anywhere in the scan (RSI 61.6→41.5), and DDOG cracked back the other way — recovering after being singled out as the lone decliner last cycle — while the AI-power/energy laggard bucket mostly cleared out, leaving SEDG as the sole holdout. All 67 tickers carry a fresh 2026-08-14 close (ai-scan).

FROTH READ: vs VWAP is the key signal — names far above VWAP are extended relative to their average buyer's cost basis.

AVGO posted the sharpest move of the semis complex this cycle — and not the direction it moved last time. Its RSI fell from 64.6 to 46.5, an 18.1-point drop, alongside a single-day change of -5.94% and a weekly change of -8.13%. SMCI moved the opposite direction just as sharply — RSI climbing from 54.7 to 71.1 (+16.4) on a +27.98% week and a +48.16% month — though it remains death-crossed and 33.4% below its 52-week high. AMD jumped +6.5% in a single session (RSI 46.8→53.8), while ASML crossed further into strength (51.9→59.8). NVDA eased slightly (64.5→62.8) but stays system-flagged intact. QCOM was the one name that barely moved (47.6→47.4), its regime now reading "collapse" after a further -6.85% 30-day slide.

The memory and storage group surged together this cycle, a sharp reversal from last cycle's divergence between names. STX led with a 16.2-point RSI jump (45.8→62.0) on a single-day change of +5.65% and a weekly change of +19.77%; WDC recovered from its prior-cycle breakdown (38.3→50.4, +12.1, 7D +17.15%); and MU extended further (47.6→56.5, +8.9). All three now sit far above their volume-weighted average cost — STX +95.32%, MU +76.34%, WDC +69.93% — among the most extended names on this entire scan.

MSFT cooled sharply out of last cycle's deep overbought read (78.2→70.9), and AMZN dropped further, its 7-day change flipping from +1.07% to -4.31% (RSI 64.0→53.4). CSCO posted the single largest RSI move anywhere in this scan — 61.6→41.5, a 20.1-point drop, on a -8.03% week. EQIX moved the opposite direction sharply (50.1→62.7, +12.6). DDOG reversed its own prior-cycle breakdown, climbing from 41.6 to 50.8 — the one name in this group that cracked back the other way after being singled out as the lone decliner last cycle. MDB pushed into a parabolic regime (69.9→75.1, 30D +38.22%), while SNOW, PATH, and AI all cooled from prior extended reads (SNOW 81.0→72.1; AI 65.9→56.1, -9.8).

The AI-power/energy group's laggard bucket largely cleared out this cycle — TAC (38.7→47.3), VST (39.1→48.0), and NEE (34.7→44.6) all climbed above RSI 40, leaving SEDG as the lone holdout at 34.8, its 30-day drawdown deepening further to -40.6%. FSLR broke the other way, cooling sharply from 64.1 to 49.0 (-15.1, 7D -9.79%) after last cycle's sharp recovery. CEG extended further (54.3→63.2, +8.9). Telecom improved broadly — BCE, VZ, T, SKM, and TMUS all climbed, SKM's move the sharpest (52.7→64.3, +11.6, 7D +12.41%). The quantum/speculative cohort was mixed: SOUN cooled sharply after last cycle's sharp reversal (68.7→59.1, -9.6), while IONQ and RGTI both extended modestly.

1. CSCO posted the sharpest reversal in the entire scan: RSI 61.6→41.5 (-20.1), 7D -8.03%.
2. AVGO dropped sharply the other direction within semis: RSI 64.6→46.5 (-18.1), 1D -5.94%, 7D -8.13%.
3. SMCI surged: RSI 54.7→71.1 (+16.4), 7D +27.98%, 30D +48.16%, still death-crossed.
4. The memory/storage complex moved together for the first time in weeks: STX 45.8→62.0 (+16.2); WDC 38.3→50.4 (+12.1); MU 47.6→56.5 (+8.9).
5. DDOG reversed its own prior-cycle break: RSI 41.6→50.8 (+9.2), 7D -12.7%→+9.2%.
6. The oversold band (RSI < 40) narrowed from five names to one: TAC, VST, and NEE all cleared RSI 40, leaving only SEDG.
7. FSLR cooled sharply after last cycle's recovery: RSI 64.1→49.0 (-15.1), 7D -9.79%.
8. AMZN dropped further, extending last cycle's pullback: RSI 64.0→53.4, 7D +1.07%→-4.31%.
9. MSFT cooled out of deep overbought: RSI 78.2→70.9.
10. EQIX jumped sharply: RSI 50.1→62.7 (+12.6).
11. NEE recovered from the group's clear laggard position: RSI 34.7→44.6 (+9.9).
12. SEDG remains the scan's only sub-40 name, its 30-day drawdown deepening: 30D -39.4%→-40.6%.
13. AI dropped sharply after last cycle's extension: RSI 65.9→56.1 (-9.8).
14. SOUN cooled sharply after last cycle's sharp reversal: RSI 68.7→59.1 (-9.6).
15. The Parabolic/Extreme Extension (vs VWAP) list grew from seven names to ten: WDC, SNOW, and DDOG newly join; all seven prior names (AMD, PANW, CRWD, STX, FTNT, MU, INTC) remain.

Read: AVGO's reversal is the standout negative move in this group; SMCI moved just as sharply the other direction. QCOM is the one name that hasn't budged either way.

Read: The whole group moved together this cycle after diverging last time — all three now sit deeply extended above their volume-weighted average cost.

Read: MSFT is the one name cooling from an extreme read; AMZN is the notable drop this cycle, its weekly change turning negative.

Read: ZS and PANW both extended; CRWD and FTNT are the two names cooling this cycle after last cycle's gains.

Read: CSCO's drop is the standout move of this entire scan; DDOG is the mirror image, recovering after being last cycle's one clear decliner. MDB's push into a parabolic regime is worth watching for exhaustion.

Read: TAC, VST, and NEE all cleared RSI 40 this cycle, leaving SEDG as the group's — and the entire scan's — lone holdout, its 30-day drawdown still deepening. FSLR is the one name that reversed the other way after last cycle's recovery.

Read: VEEV remains the group's leader though it's now deep into overbought; ISRG and TEM diverged, with ISRG improving while TEM cooled.

Read: SOUN is the one name in this cohort cooling sharply after last cycle's sharp reversal; RGTI and IONQ both extended further.

Read: The whole telecom group climbed this cycle; SKM's move is the sharpest, on a strong single-week gain.

Read: The AI ETF bucket held roughly steady this cycle, tracking the broader semis/tech tape underneath it.

Read: SKHY's trading history remains too short for a clean SMA/trend read — treat any signal on this name as provisional.

None strictly under 25.

SEDG (34.8) — one name, down sharply from five last cycle (SEDG, NEE, WDC, TAC, VST). TAC, VST, and NEE all cleared RSI 40 this cycle; SEDG carries real structural damage (down trend, 30-day drawdown deepening to -40.6%) rather than a clean dip-buy setup.

The remaining 66 names, led by MDB (75.1, in a parabolic regime), VEEV (73.1), SNOW (72.1), SMCI (71.1), and ZS (70.2).

STX (+95.32%), AMD (+85.02%), PANW (+82.08%), MU (+76.34%), WDC (+69.93%), CRWD (+69.56%), FTNT (+61.82%), INTC (+57.93%), SNOW (+55.3%), DDOG (+52.24%) — ten names above +50%, up from seven last cycle (WDC, SNOW, and DDOG newly join; the prior seven all remain). Still historically extended — existing gains, not new-money entries.

• Whether CSCO's steep reversal (RSI 61.6→41.5) is the start of a real breakdown or a one-cycle wobble.
• Whether the memory/storage complex's broad surge (MU, STX, WDC all up double-digit RSI points) holds given how far all three sit above their volume-weighted average cost.
• Whether DDOG's reversal of its own prior-cycle break is durable or another swing in an unusually volatile chart.
• Whether SEDG's continued deterioration (now the entire scan's only sub-40 name, drawdown deepening to -40.6%) marks capitulation or has further to fall.
• Whether TAC, VST, and NEE's climb out of the laggard bucket survives given all three remain in "down" or "strong-down" trend regimes.
• Whether MDB's push into a parabolic regime exhausts or extends into the next cycle.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-14 close — ai-scan.