Data as-of 2026-08-14 close — every name in this cut carries a fresh bar this scan.

AVGO posted the cut's sharpest reversal: RSI 64.6 → 46.5 (-18.1 points) on a -8.13% week, while its regime classifier held at "pullback" — unchanged despite the drop. NVDA's regime moved the other way on almost no RSI change at all: RSI barely slipped (64.5 → 62.8, -1.7), but its classifier downgraded from the cut's lone confirmed "uptrend" last scan to "basing." QCOM's regime fell further, to "collapse," on a nearly flat RSI read (47.6 → 47.4) — a second regime move with no matching price signal. GEV (45.9 → 56.4, +10.5, the cut's biggest gain) and ASML (51.9 → 59.8, +7.9) both upgraded to "uptrend," now the only two names in the cut carrying that tag.

Source: semis.json + ai-infra.json + energy.json, deduped to the core NVDA-adjacent chip/AI-infra/power-demand names. Latest bar 2026-08-14 for every name in this cut. Note: AMZN/PLTR/TAC/P (ai-infra.json) and EOSE/NEE/FSLR/ENPH/TAC (energy.json) excluded as off-thesis for this ecosystem cut, same methodology as last scan. Prior scan: 2026-08-08-nvda-ecosystem.

AVGO was the session's biggest mover, and not in a good way. RSI fell from 64.6 to 46.5 (-18.1 points, the largest single-name swing in the cut) on -8.13% over the week and -5.94% in a single day (change7d, change1d per semis.json). Its regime classifier held at "pullback," the same tag it carried into this scan — no downgrade despite the size of the drop, and its thesis flag stays marked "intact."

NVDA moved the opposite direction on the surface but told a similar story underneath. RSI eased only slightly, 64.5 to 62.8 (-1.7 points, essentially flat on +0.54% over the week), yet its regime classifier downgraded from "uptrend" — the only confirmed uptrend tag in last scan's cut — to "basing." QCOM's regime slipped further, from "pullback" to "collapse," on a nearly unchanged RSI (47.6 → 47.4, -0.2). Neither downgrade is explained by a large RSI or price move; both look like the regime classifier catching up to something the RSI hasn't shown yet.

GEV posted the cut's largest RSI gain: 45.9 to 56.4 (+10.5 points) on +7.36% over the week, and its regime upgraded from "pullback" to "uptrend." ASML posted a comparable move, 51.9 to 59.8 (+7.9 points) on +5.92% over the week, also upgrading to "uptrend." With NVDA's downgrade, GEV and ASML are now the only two names in the 20-ticker cut carrying a confirmed "uptrend" regime.

CEG and TLN remain the cut's two "downtrend"-tagged names, unchanged from last scan, even though both posted solid RSI gains this scan — CEG 54.3 → 63.2 (+8.9, now the cut's highest print) and TLN 46.2 → 52.6 (+6.4). The same tape/structure mismatch flagged for this pair last scan persists.

• AVGO posted the cut's largest RSI drop. 64.6 → 46.5 (-18.1), on -8.1% over the week; regime unchanged at "pullback."
• NVDA lost the cut's only "uptrend" regime tag. RSI barely moved (64.5 → 62.8, -1.7), but regime downgraded to "basing."
• QCOM's regime fell to "collapse." RSI stayed nearly flat (47.6 → 47.4, -0.2) — the second regime move this scan with no matching price signal.
• GEV posted the cut's biggest gain and upgraded to "uptrend." RSI 45.9 → 56.4 (+10.5).
• ASML also upgraded to "uptrend." RSI 51.9 → 59.8 (+7.9).
• CEG became the cut's highest RSI print, still "downtrend." RSI 54.3 → 63.2 (+8.9), regime unchanged from last scan.
• TLN improved but stayed "downtrend." RSI 46.2 → 52.6 (+6.4), regime unchanged.
• No name entered or left the oversold/overbought bands this scan — the cut's range compressed further, from 41.3-65.0 last scan to 44.7-63.2 this scan.
• Universe unchanged. Same 20 tickers as the August 8 cut — no entrants or dropouts, same exclusion list.

RSI measures how stretched a stock is over the past 14 sessions; under 30 signals oversold, over 70 signals overbought/extended. vs SMA20 is the gap to the 20-day average — a large negative number means a fast recent decline. vs VWAP is the premium over the average price paid by current holders; a high number means most of the move is unrealized profit that can get sold into any weakness. Trend pairs direction/strength with a cross signal — GC (golden cross) is structurally healthier than DC (death cross). This scan's regime moves are the notable read: NVDA and QCOM both lost ground on their regime tags with almost no RSI change to explain it, while AVGO's RSI cratered without a matching regime downgrade at all. Treat the regime field and the RSI field as two separate instruments this scan — they are not telling the same story for several names in this cut.

None.

None — the lowest print in the cut is ON at 44.7, well clear of the band for a second straight scan.

• Collapse-regime tier: QCOM — the cut's newest structurally-damaged name, despite an almost-unchanged RSI.
• Downtrend-regime tier: CEG, TLN — the two names not upgraded despite posting the cut's largest RSI gains alongside GEV.
• Pullback-regime tier: AMD, INTC, TSM, AVGO, MRVL, ARM, AMAT, AMKR, ON, LSCC, TXN, MXL, SWKS, BE — 14 names, the bulk of the cut.
• Basing-regime tier: NVDA — downgraded this scan from the cut's only "uptrend" tag.
• Uptrend-regime tier: ASML, GEV — the cut's two newly-upgraded names, now the only confirmed uptrends in the cut.

• AVGO dropped 18 RSI points this scan without a regime downgrade — does the regime classifier catch up, or does the tape recover first?
• NVDA lost its "uptrend" tag this scan on a nearly flat RSI — does the regime reconfirm next scan, or does NVDA drift further into "basing"?
• QCOM's regime fell to "collapse" despite unchanged RSI — is this a lagging classifier catching up to older weakness, or an early signal?
• GEV and ASML are now the cut's only two confirmed-uptrend names — does the rest of the group follow, or do these two stay outliers?

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