MP, the sole name still tagged collapse last cycle, finally repaired to pullback — RSI climbing to 67.1 from 56.2 and its 30-day return flipping to +18.76% from -3.57% — clearing the collapse pocket to zero for the first time in recent cycles. But CRS lost its uptrend tag for a second time in three cycles, downgrading back to pullback after re-earning the tag just last scan. TDY also upgraded to uptrend. KMT is now the lowest RSI in the book at 40.4, the one name still losing ground.

Data as-of the 2026-08-14 close for the full 16-name book — no staleness this cycle, except AMVMF, one session behind at 2026-08-13. Prior scan: 2026-08-08-supply-chain-traces (data as-of the 2026-08-07 close).

The book's last remaining structural weak spot cleared this cycle. MP, the sole name still tagged collapse last scan, repaired to pullback as its RSI climbed to 67.1 from 56.2 — already the biggest single-name RSI jump in the book last cycle, and it kept climbing — and its 30-day return flipped from -3.57% to +18.76%. That clears the collapse pocket to zero for the first time in recent cycles. Against that clean repair, CRS is the one name that reversed structurally: after re-earning its uptrend tag just last scan following a first-cycle loss, it lost the tag again this cycle, downgrading back to pullback as RSI eased to 47.4 from 52.3 and its 30-day loss widened to -5.63% from -2.89% — the third regime flip for this name in three straight cycles (pullback → uptrend → pullback), a genuine whipsaw rather than a settling trend. TDY moved the other direction, upgrading from basing to uptrend, though its RSI itself eased to 59.1 from 68.6 even as its 30-day return held roughly flat at +8.9%. ATEYY extended its uptrend further, RSI climbing to 69.7 from 59.8 with a 30-day gain of +22.86%. TER posted the sharpest RSI gain in the book after MP, climbing to 60.6 from 52.2 with its 30-day return more than doubling to +22.41% from +7.89%, though its regime still reads pullback rather than uptrend. ELMT's RSI climbed to 67.5 from 58.1 with a 30-day gain of +25.55%, still tagged too-young given its short trading history. AMVMF is the one data caveat: its bar is one session behind at 2026-08-13, though it printed an unusually large relative volume spike (10.5x its average) on that stale print — a signal worth confirming once a current bar lands. KMT is now the lowest RSI in the book at 40.4 (was 42.5), the only name whose 30-day return got worse this cycle, widening to -9.61% from +0.06%.

• MP: regime upgraded collapse → pullback, clearing the pocket to zero; RSI 56.2 → 67.1; 30-day flipped from -3.57% to +18.76%.
• CRS: regime downgraded uptrend → pullback for the third flip in three cycles; RSI 52.3 → 47.4; 30-day widened to -5.63% (was -2.89%).
• TDY: regime upgraded basing → uptrend; RSI eased to 59.1 (was 68.6); 30-day held roughly flat at +8.9% (was +8.1%).
• TER: RSI 52.2 → 60.6; 30-day climbed to +22.41% (was +7.89%); regime still pullback despite the strength.
• ATEYY: RSI 59.8 → 69.7, regime held uptrend; 30-day climbed to +22.86% (was +16.49%).
• ELMT: RSI 58.1 → 67.5, regime still too-young; 30-day climbed to +25.55% (was +5.71%).
• ALM: RSI 50.4 → 55.8, regime held pullback; 30-day flipped to +7.71% (was -5.15%), continuing last cycle's repair.
• BESIY: RSI 46.6 → 53.2, thesis still intact; 30-day narrowed to -4.21% (was -8.49%).
• KLIC: RSI 41.1 → 51.3, thesis still intact-but-priced; 30-day narrowed to -7.75% (was -12.4%); no longer the lowest RSI in the book.
• AMKR: RSI 43.0 → 49.5, regime held pullback; 30-day narrowed to -12.79% (was -17.4%).
• ASX: RSI 49.2 → 54.7; 30-day narrowed to -2.9% (was -6.36%).
• KEYS: RSI 57.4 → 63.3, regime held uptrend; 30-day climbed to +10.88% (was +7.48%).
• WOLF: RSI 53.0 → 51.0, roughly flat; 30-day widened slightly to -9.43% (was -8.34%).
• SDVKY: RSI 51.6 → 47.8; 30-day widened to -6.11% (was -2.61%).
• AMVMF: RSI 52.3 → 49.0, roughly flat; 30-day narrowed slightly to -5.04% (was -6.37%); bar now one session stale at 2026-08-13, with an unusual 10.5x relative-volume spike on that print.
• KMT: RSI 42.5 → 40.4, now the lowest in the book; 30-day widened to -9.61% (was +0.06%), the one name losing ground this cycle.

Regime labels describe chart structure, not a buy/sell call. Clearing the collapse pocket to zero is a real structural milestone for this book, but CRS's third regime flip in three cycles is the more instructive story: a fresh print can lift or drop a tag as easily as it confirms one, and this name's chart hasn't found a stable read yet even as its underlying RSI has stayed in a fairly narrow band. TER and ELMT both show 30-day gains strong enough that their regime tags (pullback, too-young) look like they're lagging the price — worth checking whether the next cycle catches up, the way CAMT and MP eventually did. KMT dropping to the lowest RSI in the book while every other name in the pullback tier improved is worth tracking on its own.

Tier A — Confirmed strength (5): ATEYY, MP (freshly repaired), KEYS, TDY (freshly upgraded), TER.

Tier B — Improving mid-book (5): ALM (continuing repair), ASX, BESIY (thesis intact), AMVMF (data caveat), CRS (fresh downgrade, third flip).

Tier C — Still weak, no fresh change (5): WOLF, KLIC (thesis intact-but-priced), AMKR, SDVKY, KMT (now the lowest RSI in the book).

Tier D — Structural avoid, regime collapse (0, down from 1): none this cycle — MP repaired.

Tier E — Data caveat, too-young regime: ELMT.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-14 close (AMVMF one session behind at 2026-08-13) — supply-chain-traces.