Every one of the 14 names in this book posted a negative weekly return — the cleanest, most uniform pullback in this batch of scans. But 13 of 14 are still positive over the trailing year, several by triple digits, and 12 of 14 remain above their 200-day. This reads as a violent, book-wide pullback inside intact multi-year uptrends, not a breakdown. AMKR is the one clear exception — fresh into collapse, below its 200-day, the only name in the book where the near-term weakness is corroborated by the longer horizon.

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

This is the most uniform book in this scan set, in both directions. Every single name posted a negative 7-day return this cycle, ranging from AMAT's -2.89% to AMKR's -14.86% — there's no name in this book that avoided the pullback. Read on the week alone, that would be an alarming, wall-to-wall red board. Read against the trailing year, the picture flips almost entirely: 13 of the 14 names are still positive over the trailing 12 months, and the magnitudes are large — FORM is up 309.91%, TER up 243.77%, LRCX up 219.07%, AMAT up 208.01%, MKSI up 180.74%, ONTO up 178.14%, ASML up 139.84%. Twelve of the fourteen names also remain above their 200-day average, several comfortably so. This combination — a clean, book-wide weekly drawdown sitting on top of an almost uniformly intact multi-year trend — is the textbook case for reading this as a violent pullback rather than a structural break.

ASML's regime change is the one structural story worth naming directly: after resolving a two-cycle streak as the only negative-30-day name in the book and upgrading to uptrend last cycle, it downgraded straight back to pullback this cycle as its RSI fell from 59.8 to 50.5 and its 30-day return flipped negative again to -2.11% (was +1.72%). Read in isolation, that round trip could look like the earlier repair failing. Read against the trailing year, ASML is still up 139.84% and trades 21.9% above its 200-day — the round trip reads as noise inside an intact trend rather than a reversal of the earlier upgrade.

AMKR is the one name in this book where the near-term weakness has real longer-horizon backing. Its regime downgraded fresh into collapse this cycle, RSI fell from 49.5 to 39.5, and its 30-day loss deepened to -24.95% from -12.79% — and unlike every other name here, it now trades 9.3% below its 200-day. Its trailing year is still technically positive (+116.54%), but the combination of a fresh collapse tag and a broken 200-day is the one genuine long-horizon confirm in this book, not just a short-window artifact. CAMT is a milder version of the same pattern — the only other name below its 200-day (-2.5%), though its trailing year (+79.61%) is still comfortably positive.

• ASML: regime downgraded uptrend → pullback, a round trip one cycle after resolving its prior negative-30-day streak; RSI 59.8 → 50.5; 30-day flipped back negative to -2.11% (was +1.72%); still +139.84% over the trailing year.
• AMKR: regime downgraded pullback → collapse, the only fresh regime downgrade in the book with real long-horizon backing; RSI 49.5 → 39.5; 30-day loss deepened to -24.95% (was -12.79%); now below its 200-day.
• TER: RSI 60.6 → 48.2; 30-day fell sharply to +1.7% (was +22.41%) — most of last cycle's surge round-tripped; still +243.77% over the trailing year.
• KLIC: RSI 51.3 → 39.8; 30-day loss widened to -18.8% (was -7.75%); thesis still rated intact-but-priced.
• MKSI: RSI 47.8 → 39.7; 30-day loss widened to -19.06% (was -12.17%); still +180.74% over the trailing year.
• KLAC: RSI 49.2 → 39.8; 30-day loss widened to -14.3% (was -9.26%).
• ACLS: RSI 50.5 → 42.7, roughly flat; 30-day loss widened to -10.48% (was -3.35%).
• ENTG: RSI 61.0 → 49.0, still the largest RSI reading last cycle now cooling with the rest of the book; 30-day narrowed to +4.5% (was +16.74%).
• FORM: RSI 59.6 → 47.2; 30-day cooled to +0.68% (was +13.63%); still +309.91% over the trailing year, the largest in the book.
• LRCX: RSI 54.7 → 48.4; 30-day flipped negative to -1.66% (was -0.92%).
• CAMT: RSI 56.6 → 45.0; 30-day flipped negative to -6.37% (was +12.27%); now one of only two names below its 200-day.

Regime labels describe chart structure, not a buy/sell call, and this cycle is the cleanest illustration in this scan set of why the trailing-year check has to run before calling anything a breakdown. Every name in this book fell this week — that fact alone, without the longer window, would read as broad sector weakness. But 13 of 14 names are still up over the trailing year and 12 of 14 remain above their 200-day, which means the more accurate description is a sharp, uniform pullback inside trends that are still mostly intact. ASML's round trip out of uptrend is the one regime change worth naming, and even there the trailing-year number (+139.84%) argues for reading it as noise rather than reversal. AMKR is the exception that proves the rule: it's the only name where the fresh collapse tag is corroborated by a broken 200-day, which is exactly the kind of confirmation the other thirteen names in this book don't have.

Tier A — RSI 47+, confirmed structure (7): ASML, ENTG, LRCX, TER, ONTO, FORM, CAMT.

Tier B — Mid-book, RSI 42-44 (3): BESIY (thesis intact), AMAT, ACLS.

Tier C — Weakest, RSI <40 (4): KLAC, KLIC (thesis intact-but-priced), MKSI, AMKR (collapse, the one genuine long-horizon confirm).

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