This is the book's roughest cycle in a while. HIMS lost the regime upgrade it earned just last scan, dropping back to downtrend as its 30-day loss nearly doubled to -24.27%. LULU's RSI cratered from the book's highest reading (66.4) to near the bottom (48.6) as its 30-day gain cooled to +1.81% from +13.17%. CROX's monthly return flipped negative for the first time in several cycles. TSLA is the one bright spot — still tagged collapse, but its RSI kept climbing and its 30-day loss kept narrowing for a second straight cycle.

Data as-of the 2026-08-14 close for all eight names — a full, fresh pull, no staleness this cycle. Prior scan: 2026-08-08-cultural-thesis (data as-of the 2026-08-07 close).

Where several other books this cycle repaired, cultural-thesis mostly reversed. HIMS is the clearest case: after lifting from downtrend to pullback last cycle, it lost that tag again this cycle, dropping back to downtrend as RSI fell to 42.8 from 50.9 and its 30-day loss nearly doubled to -24.27% from -12.42% — the fastest regime round trip in this book's recent history. LULU's reversal is just as sharp in the other direction: after posting the book's highest RSI last cycle at 66.4, it fell to 48.6 this cycle, and its 30-day gain cooled to +1.81% from +13.17% — the acceleration flagged last cycle didn't continue, and the price came back down rather than the regime tag catching up to confirm it. CROX also turned: its 30-day return flipped negative to -1.24% from +11.58%, even as its uptrend regime held and RSI eased only moderately to 50.1 from 55.6. BRBR, whose thesis stays rated broken, kept fading — RSI down to 36.0 from 41.7, now the lowest reading in the book, with its 30-day loss holding near -11% for a third straight cycle. Against that broadly rougher tape, TSLA is the one name that kept improving: still tagged collapse with its thesis rated intact, its RSI climbed further to 48.7 from 41.5 and its 30-day loss narrowed again to -13.23% from -16.62% — a second straight cycle of real repair inside a tag that hasn't lifted yet. DPZ's RSI eased to 53.5 from 58.1 while its 30-day gain also cooled to +11.39% from +16.07%, still without ever earning an upgrade past downtrend despite three straight cycles of double-digit monthly gains. SBUX is the one name holding steady, RSI up slightly to 58.0 from 54.2 with its 30-day gain edging up to +2.45% from +1.65%, still tagged basing. NKE's RSI eased to 42.6 from 45.2 with its 30-day loss widening slightly to -4.77% from -2.77%, regime still downtrend.

• HIMS: regime downgraded pullback → downtrend, one cycle after the upgrade; RSI 50.9 → 42.8; 30-day widened to -24.27% (was -12.42%).
• LULU: RSI 66.4 → 48.6, the sharpest RSI drop in the book, from the highest reading last cycle to near the bottom; 30-day cooled to +1.81% (was +13.17%); regime held downtrend.
• CROX: RSI 55.6 → 50.1; 30-day flipped negative to -1.24% (was +11.58%); regime held uptrend.
• BRBR: RSI 41.7 → 36.0, now the lowest in the book, thesis still rated broken; 30-day held near-flat at -11.08% (was -12.29%), a third straight cycle of fading.
• TSLA: RSI 41.5 → 48.7, regime still collapse, thesis still intact; 30-day narrowed to -13.23% (was -16.62%) — a second straight cycle of real improvement.
• DPZ: RSI 58.1 → 53.5, regime still downtrend despite three straight cycles of double-digit monthly gains; 30-day cooled to +11.39% (was +16.07%).
• SBUX: RSI 54.2 → 58.0, regime held basing; 30-day edged up to +2.45% (was +1.65%).
• NKE: RSI 45.2 → 42.6, regime still downtrend; 30-day widened slightly to -4.77% (was -2.77%).

Regime labels describe chart structure, not a buy/sell call. HIMS's regime round trip — upgraded last cycle, downgraded this cycle — is the fastest reversal this book has carried in recent memory, and it means the pullback tag never had time to confirm before the price undid it. LULU's crash from the book's best RSI to near its worst is the sharpest single-name move this cycle; the disconnect flagged last time, where its regime hadn't caught up to a strong price, resolved itself by the price falling back rather than the tag catching up. TSLA remains the one genuinely constructive story: two straight cycles of a narrowing 30-day loss and a climbing RSI inside a still-collapse tag is real, cumulative repair, even though the label hasn't moved. DPZ's third straight cycle of a price-versus-label disconnect — strong monthly gains, still no regime upgrade past downtrend — is worth resolving one way or the other; either the label is missing something durable or the strength is more fragile than the numbers suggest.

Tier A — Strongest structure (1): SBUX, confirmed basing, extending quietly.

Tier B — Strong price, still not regime-confirmed (2): DPZ (three straight cycles of double-digit monthly gains, still downtrend-tagged), CROX (confirmed uptrend, but 30-day just flipped negative).

Tier C — Sharp reversal, regime downgrade (1): HIMS, lost last cycle's upgrade after one cycle.

Tier D — Sharp reversal, no regime change (1): LULU, RSI cratered from the book's best to near its worst.

Tier E — Continued deterioration, no regime change (1): NKE.

Tier F — Continued fade, thesis broken (1): BRBR, now the lowest RSI in the book.

Tier G — Stabilizing inside a still-collapse tag (1): TSLA, second straight cycle of real repair, thesis intact.

None of the eight names read as a clean fresh entry this cycle. SBUX remains the steadiest confirmed structure. DPZ continues showing strength its regime label hasn't confirmed for a third straight cycle. TSLA's two-cycle streak of narrowing losses and climbing RSI is the most consequential repair story in the book, though the regime still reads collapse. HIMS and LULU both reversed sharply the wrong way this cycle — neither reads as an entry until the reversal stabilizes. BRBR's thesis stays rated broken and the fade continues.

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