For the first time in this tracked window, the strict bargain-bin filter — RSI below 30 and price below its 20-day average — returns zero names. TTD, last cycle's lone strict hit, recovered its RSI to 34.6 from 28.2 even while remaining -16.3% below its 20-day average — off the strict list without a full reversal. The closest-miss tier widened to eleven names below their 20-day average, the largest cohort tracked here in this window — led by TTD and NKE (RSI 42.6). AVGO crashed -5.94% in a single session, RSI collapsing to 46.5 from 64.6 and its 30-day print flipping negative to -0.33% from +10.1% — this scan has no corpus source identifying the driver this session. INTU's explicit broken-thesis flag survived a seventh straight cycle of price improvement (30D now +23.58%, up from +20.06%) — still a hard avoid regardless of the chart. ORCL's recovery extended into a fifth confirming cycle, 30D climbing further to +13.61% from +5.01%.

Data as-of the 2026-08-14 close. Source: bargain-bin, filtered for RSI < 30 AND vs SMA20 < 0, then widened to the next-closest cluster — ranked by thesis quality × discount depth. Prior scan: 2026-08-08-bargain-bin (2026-08-07 close).

The strict bargain-bin filter — RSI below 30 and price below its 20-day average — returns zero names this cycle, the first time in this tracked window. TTD ($14.14, RSI 34.6, vs-20-day -16.3%, 1D -2.88%, 7D +2.46%, 30D -27.0%, -74.92% off its 52-week high) recovered off the strict list after last cycle's -21.9% single-day crash to RSI 28.2, but it remains the deepest discount tracked here and stays well below its 20-day average — a partial, not a full, recovery.

AVGO crashed -5.94% in a single session, the sharpest move tracked anywhere in this screen this cycle. ($392.99, RSI 46.5, was 64.6; vs-20-day -1.6%, 30D flipped negative to -0.33% from +10.1%, relative volume 1.64x average) — a genuinely fresh single-name event with no corpus source identified in this session's data for its cause. Structure stays golden-crossed (intact) despite the move.

The closest-miss tier widened to eleven names this cycle, the largest cohort tracked here. Beyond TTD and NKE ($40.73, RSI 42.6, vs-20-day -3.0%, 30D -4.77%, -48.6% off high — the deepest 52-week discount in this tier), the tier now includes AVGO, GOOGL ($345.90, RSI 46.7, vs-20-day -0.1%, 30D -6.75%), HON ($233.96, RSI 46.9, vs-20-day -2.6%, 30D +4.99%), META ($589.85, RSI 47.7, vs-20-day -0.8%, 30D -13.42%), HD ($338.86, RSI 48.2, vs-20-day -0.5%, 30D -0.76%), LULU ($119.55, RSI 48.6, vs-20-day -0.5%, 30D +1.81%), DE ($608.85, RSI 50.3, vs-20-day -0.4%, 30D +3.29%), SPGI ($418.80, RSI 51.1, vs-20-day -0.2%, 30D -5.78%), and DPZ ($346.27, RSI 53.5, vs-20-day -0.3%, 30D +11.39%) — none particularly close to the strict threshold, but all trading modestly below their 20-day averages.

INTU carries the same explicit thesis: broken flag it has held across the last several scans. (RSI 63.4, -50.3% off its 52-week high, vs-20-day +8.8% — well above its 20-day average — after another price gain, 30D now +23.58%, up from +20.06% last cycle.) This is the seventh consecutive cycle of price improvement on a name whose thesis flag has not moved. Per desk doctrine, no bounce clears a broken-thesis flag — this stays an avoid regardless of the chart.

ORCL's recovery extended into a fifth straight confirming cycle. RSI held roughly steady at 56.3 (was 56.5), and 30D climbed further to +13.61% from +5.01% last cycle — the strongest confirmation yet of a durable trend after first flipping positive two cycles back. It remains -54.8% off its 52-week high and death-crossed by the long-run definition, but the multi-cycle momentum trend is now unambiguous.

The broader software/semis complex continued extending, several cooling modestly from prior overbought extremes. WDAY ($198.68, RSI 69.3, was 70.4; 30D +40.09%, was +30.3%) extended its 30-day gain further even as RSI eased slightly. SAP ($207.97, RSI 70.7, was 75.1; 30D +33.39%, was +30.96%) cooled from an extreme overbought read. ADBE ($264.02, RSI 59.3, was 65.9; 30D +17.57%, was +20.04%) and NOW ($124.00, RSI 62.0, was 67.2; 30D +18.4%, was +15.87%) both cooled in RSI while extending their 30-day gains. CRM ($196.21, RSI 60.7, was 62.5; 30D +17.49%, was +15.7%) held roughly steady. BKNG ($212.06, RSI 69.4, was 73.1; 30D +16.01%, was +23.02%) cooled from last cycle's overbought extreme. QCOM ($165.79, RSI 47.4, was 47.6) stayed roughly flat, still trading modestly above its 20-day average.

This bucket screens for cheap, not for buyable. regime labels (collapse/downtrend/pullback/basing) describe the chart, not a recommendation — the strict screen returning zero names this cycle is a genuine read that the deepest-discount corner of this universe has thinned out, not that every remaining name is expensive. AVGO's fresh single-session crash is worth flagging on its own terms: this scan has no corpus source for what drove the -5.94% move, and a sharp single-day breakdown inside an otherwise intact golden-cross structure is a different situation than a slow deterioration. thesis: broken is a hard override: no price level makes a broken-thesis name attractive, and INTU should be avoided regardless of discount, seven bounces in. This cycle's real lesson is that the "lone strict hit" slot from last cycle emptied out entirely rather than rotating to a new name — read alongside AVGO's isolated breakdown, that is a genuinely mixed signal, not a uniformly bullish or bearish one.

None this cycle. TTD, the closest candidate and last cycle's lone strict hit, recovered to RSI 34.6 (was 28.2) while remaining -16.3% below its 20-day average — off the strict list, not fully reversed.

(25 remaining tracked names — MSFT, AMZN, NVDA, TSLA, TMO, ISRG, COST, WMT, MCD, AMD, ANET, MRVL, KLAC, LRCX, ASML, NFLX, DIS, ZS, LOW, CEG, PEP, CME, CAT, UBER, PLTR — sit at RSI 42-71, mixed but not oversold; omitted from a bargain-bin screen by design. CAT (RSI 46.5, 30D -6.1%) and MCD (RSI 51.2, 30D +3.0%) both trade modestly above their 20-day averages despite sub-52 RSI readings.)

Zero strict hits — the first empty read this window — TTD, last cycle's lone hit, moved off the list without a full reversal.

Fresh single-day crash, no known driver — AVGO fell -5.94% in a session, RSI collapsing 18 points into the closest-miss tier.

Broken thesis — hard avoid — INTU. The explicit thesis: broken tag has now survived a seventh consecutive scan of price improvement; the bounce does not clear it.

Widest closest-miss cohort tracked here — eleven names now trade below their 20-day average without any acute oversold signal: TTD, NKE, AVGO, GOOGL, HON, META, HD, LULU, DE, SPGI, DPZ.

Broadly extended, several cooling from overbought extremes — ORCL's recovery deepens into a fifth confirming cycle; WDAY extended sharply further; SAP and BKNG both cooled from prior overbought reads.

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