ASML cleared the book's last lingering weak spot — its regime lifted to uptrend as its 30-day return finally turned positive at +1.72%, after being the only name in the book with a negative monthly print for two straight cycles. AMAT moved the other way, its RSI falling to 45.0 from 50.1 and its 30-day loss widening to -12.47% on a -5.12% single-day drop — now the lowest RSI in the book, displacing KLIC after three cycles in that spot. TER and ENTG both kept extending, with TER's monthly return more than doubling to +22.41%.

Data as-of the 2026-08-14 close for the full 14-name book — no staleness this cycle. Prior scan: 2026-08-08-wfe-test-metrology (data as-of the 2026-08-07 close).

ASML resolved the one structural flag this book had been carrying: after posting the only negative 30-day return in the book for at least two straight cycles, its return flipped positive at +1.72% (was -1.44%) and its regime lifted from pullback to uptrend as RSI climbed to 59.8 from 51.9. Every other name in the book is still tagged pullback, so ASML is now the sole non-pullback regime — a clean single-name resolution rather than the multi-name sweeps this book has shown before. Against that, AMAT is the one name that moved the wrong direction this cycle: a -5.12% single-day drop pulled its RSI down to 45.0 from 50.1, and its 30-day loss widened to -12.47% from -5.5% — now the lowest RSI reading in the book, a spot KLIC had held for three straight cycles running. TER posted the strongest continued gain in the book, its RSI climbing to 60.6 from 52.2 with its 30-day return more than doubling to +22.41% from +7.89%. ENTG extended further too, RSI up to 61.0 from 58.1 with a 30-day gain of +16.74%. ACLS is the other name showing a wrong-direction print: its 30-day return flipped negative to -3.35% from +3.57% even as its RSI held roughly flat at 50.5. KLIC, no longer the book's lowest RSI, still improved on its own terms — RSI climbing to 51.3 from 41.1 with its 30-day loss narrowing to -7.75% from -12.4%, thesis still rated intact-but-priced. BESIY's thesis stays rated intact, RSI up to 53.2 from 46.6.

• ASML: regime upgraded pullback → uptrend; RSI 51.9 → 59.8; 30-day flipped from -1.44% to +1.72%, resolving the book's only negative-30-day print.
• AMAT: RSI 50.1 → 45.0, now the lowest in the book; 30-day widened to -12.47% (was -5.5%) on a -5.12% single-day drop.
• TER: RSI 52.2 → 60.6; 30-day climbed to +22.41% (was +7.89%).
• ENTG: RSI 58.1 → 61.0, previously the highest reading in the book; 30-day climbed to +16.74% (was +9.73%).
• ACLS: RSI roughly flat at 50.5 (was 50.1); 30-day flipped negative to -3.35% (was +3.57%).
• FORM: RSI 52.1 → 59.6; 30-day climbed to +13.63% (was +5.2%).
• ONTO: RSI 55.7 → 58.8; 30-day climbed to +8.85% (was +5.78%).
• CAMT: RSI 53.1 → 56.6, regime held pullback; 30-day climbed to +12.27% (was +10.92%), continuing last cycle's repair.
• LRCX: RSI 48.6 → 54.7; 30-day narrowed to -0.92% (was -6.54%), close to flat.
• 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, no longer the lowest RSI in the book; 30-day narrowed to -7.75% (was -12.4%).
• AMKR: RSI 43.0 → 49.5, regime held pullback; 30-day narrowed to -12.79% (was -17.4%).
• KLAC: RSI 46.0 → 49.2; 30-day narrowed to -9.26% (was -10.43%).
• MKSI: RSI 44.9 → 47.8, roughly flat; 30-day narrowed slightly to -12.17% (was -12.71%).

Regime labels describe chart structure, not a buy/sell call. ASML clearing its negative-30-day flag with a clean regime upgrade to uptrend is the headline repair this cycle, but it comes alongside AMAT's sharpest single-day move in the book — a -5.12% drop large enough to flip which name carries the lowest RSI in the book for the first time in three cycles. ACLS's flip to a negative 30-day return, though its RSI barely moved, is worth tracking as a possible early tell rather than noise. TER and ENTG's continued extension is the more durable strength story in the book this cycle.

Tier A — Strongest, RSI 55+ (6): ASML (freshly upgraded), ENTG, TER, FORM, ONTO, CAMT.

Tier B — Mid-book, still pullback, RSI 45-55 (7): LRCX, BESIY (thesis intact), KLIC (thesis intact-but-priced), ACLS (fresh negative 30-day), AMKR, MKSI, KLAC.

Tier C — Fresh laggard (1): AMAT, sharpest single-day drop in the book, now the lowest RSI.

Tier D — Structural avoid, regime collapse (0): none this cycle.

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