This is the standout lane in this batch of scans — eight of the ten names in the book are higher on the week, and RSI jumped double digits across six of ten names, several dramatically: MOO +21.6, MOS +20.2, NTR +18.7, CTVA +17.7, FMC +12.9, CF +14.8. This book is turning up while several other lanes in this cycle's set were cooling. Two names need a long-horizon caveat before their pops read as repairs: MOS is negative over the trailing year with a deeply negative alpha, and FMC remains negative on the year and still tagged collapse despite this week's RSI jump.

Data as-of the 2026-08-21 close for all ten names in the book — no staleness this cycle. No 2026-08-21-dated scan exists for this lane; the comparison baseline below is the August 14 scan.

Food security is the lane worth leading with this cycle. Eight of the ten names in this book posted a positive weekly return, and RSI moved up across most of the book, in several cases by a striking margin: MOO's RSI jumped from 49.1 to 70.7 (+21.6, the largest move in the book), MOS climbed from 43.1 to 63.3 (+20.2), NTR from 54.3 to 73.0 (+18.7, now the highest reading in the book), CTVA from 37.1 to 54.8 (+17.7, the biggest single-cycle repair for the name that had carried the lowest RSI in the book for three straight cycles), and FMC from 40.8 to 53.7 (+12.9). CF also extended, climbing from 49.1 to 63.9 with its thesis still rated intact. This kind of broad, same-direction move across most of a book — rather than one or two names carrying the whole read — is the more durable tell than any single name's print.

Two names need the trailing-year check before their strong weeks get read as repairs. MOS's RSI pop is real on the tape, and its 30-day return flipped back positive to +7.16% after last cycle's negative flip — but its trailing year is down 25.15%, with an alpha1y of -46.96, among the weakest annual reads in this entire batch of scans. A hot week sitting on top of a genuinely negative year is not the same signal as a repair, and MOS shouldn't be read as one yet. FMC is the sharper case: still tagged collapse, its 30-day return is still negative at -6.45%, and its trailing year is down 71.99% with an alpha1y of -93.8 — one of the weakest annual reads across every book scanned this cycle. The RSI jump is real, but it's happening inside a name whose longer trend is still clearly broken; treat this week's move as a bounce inside a downtrend, not a turn.

Against those two, NTR, CF, DE, and MOO all combine this week's strength with genuinely positive trailing-year numbers — NTR is up 30.65% over the year and 11% above its 200-day, CF is up 50.07% and 22.6% above its 200-day, DE is up 33.02% and 15.8% above its 200-day. Those three read as real continuations, not just short-window pops. BG and ADM are the two names that cooled rather than joined the rally: BG's 7-day return flipped mildly negative to -0.48% and its 30-day loss widened to -8.69%, while it now sits exactly at its 200-day average — worth watching for a break either way. ADM's 30-day loss also widened slightly to -8.04% after breaking a five-cycle deterioration streak last scan, though it remains comfortably above its 200-day at +13.2%.

• MOO: RSI 49.1 → 70.7, the largest RSI jump in the book; 30-day climbed to +2.43% (was -0.26%) — its clearest print since joining the book.
• MOS: RSI 43.1 → 63.3; 30-day flipped back positive to +7.16% (was -6.21%); trailing year still negative at -25.15% with an alpha1y of -46.96.
• NTR: RSI 54.3 → 73.0, now the highest in the book; 30-day climbed to +9.88% (was -0.13%); still +30.65% over the trailing year.
• CTVA: RSI 37.1 → 54.8, the biggest repair for the name that carried the book's lowest RSI for three straight cycles; 30-day still negative at -7.61% (was -9.2%), only marginally improved.
• FMC: RSI 40.8 → 53.7; 30-day still negative at -6.45% (was -6.28%); trailing year -71.99%, one of the weakest annual reads across this scan set.
• CF: RSI 49.1 → 63.9, thesis still rated intact; 30-day narrowed to +1.77% (was +0.41%).
• DE: RSI 50.3 → 62.4; the plateau flagged last cycle broke to the upside; 30-day climbed to +6.61% (was +3.29%).
• DBA: RSI 52.8 → 60.8; 30-day still roughly flat at +0.32% (was -0.75%) — third print since joining the book.
• BG: RSI 52.2 → 49.5, the one name that cooled; 7-day flipped to -0.48% (was +4.9%); 30-day loss widened to -8.69% (was -1.75%); now sits exactly at its 200-day.
• ADM: RSI 50.2 → 48.8, roughly flat; 30-day loss widened slightly to -8.04% (was -2.25%), a mild pause after last cycle's breakout.

Regime labels describe chart structure, not a buy/sell call, but this cycle's shape — eight of ten names moving up together — is the more meaningful signal than any single regime tag in this book. That said, two of the loudest moves need the trailing-year discount applied before they're read as turns: MOS and FMC both posted the book's biggest RSI jumps, and both remain negative over the trailing year with deeply negative alphas. A hot week inside a genuinely broken annual trend is a bounce, not a repair — the distinction matters here because both names' short-term numbers alone would tell a much rosier story than the full picture supports. NTR, CF, DE, and MOO don't need that discount: their strength this cycle sits on top of genuinely positive trailing-year numbers and comfortable positions above their 200-day averages, so their moves read as continuations. BG is the one name moving the other direction and now sitting exactly on its 200-day — the cleanest single line to watch for a break either way next cycle.

Tier A — Confirmed strength, RSI 60+ (5): NTR, MOO, CF, MOS (caveat — negative trailing year), DE.

Tier B — Fresh repair, RSI 50-60 (3): DBA, CTVA, FMC (caveat — negative trailing year, still collapse-tagged).

Tier C — Cooling, no fresh strength (2): BG (now exactly at its 200-day), ADM (mild pause after last cycle's repair).

• Tape data (price/RSI/SMA/returns/1-year, SMA200): full-scan pre-computed summaries as of the 2026-08-21 close — food-security.