MP is the name to flag this cycle: the short-term bounce flagged last scan as a caution case did not hold — its RSI fell from 65.2 to 53.7, its regime downgraded fresh from pullback to downtrend, and its already-negative trailing year deepened further (-12.05% to -23.63%, alpha1y from -33.87 to -43.5). BESIY flipped fresh into collapse this cycle too, but its trailing year is still solidly positive (+60.14%, alpha1y +40.27) — a pullback, not a repeat of MP's pattern. WOLF's trailing-year number swung from a prior +1,780% to -69.76% this cycle — a 2025 bankruptcy-reorganization equity exchange (confirmed via SEC 8-K) makes any year-over-year comparison for this name unreliable; use its position below the 200-day instead.

Data as-of the 2026-08-28 close for the full 16-name book — no staleness this cycle. AMVMF finally printed real volume (100 shares) after prior cycles of zero-volume prints, though the size remains thin. The comparison baseline below is the August 22 scan.

MP is the name most worth flagging this cycle. Last scan's caution — that MP's short-term bounce (RSI 65.2, 30-day return +31.46%) sat on top of a negative trailing year — did not resolve into a repair. This cycle, MP's RSI fell sharply to 53.7 and its regime downgraded fresh from pullback to downtrend, even as its 30-day return is still showing +47.32%. More importantly, the longer-horizon numbers moved the wrong way: trailing year widened from -12.05% to -23.63%, and alpha1y worsened from -33.87 to -43.5. A name whose short-term print looks strong while its regime downgrades and its annual performance deteriorates further is the clearest case in this book for trusting the long window over the short one.

BESIY also flipped fresh into collapse this cycle — RSI fell from 43.3 to 35.6 — but unlike MP, its trailing-year data still argues for a pullback rather than a breakdown: it remains up 60.14% over 12 months with a positive alpha1y of 40.27, and its thesis is still rated intact. The two fresh downgrades in this book this cycle look structurally different once the annual window is applied: MP's is corroborated, BESIY's is not.

WOLF needs a data-integrity caveat before its trailing-year number means anything. Last cycle's scan flagged that WOLF's then-positive one-year print (+1,780.29%) was likely distorted by a prior severe decline setting an unusually low base. This cycle, that same trailing-year calculation flipped to -69.76% — a swing large enough on its own to signal something other than genuine price action. The underlying data confirms it: WOLF underwent a bankruptcy-reorganization equity exchange dated 2025-09-29, per a Wolfspeed Form 8-K on file, with a further contingent-share realization confirmed in a January 2026 8-K. Any trailing-year return that spans that exchange date is not a clean comparison. The more trustworthy signal for WOLF is its position relative to its 200-day, where it currently sits 9.6% below — a trend genuinely under test, but not one this scan can size using the one-year return.

Away from those two, the rest of the book mostly cooled in line with the broader pattern from other lanes this cycle: TER, KLIC, KEYS, ELMT, and ALM all posted lower RSI than last scan, and CRS held its regime steady at pullback for the first time after three straight cycles of whipsawing, still up 96.42% over the trailing year and above its 200-day. ASX was one of the few names to gain ground, RSI climbing from 45.9 to 50.4. AMKR's collapse tag from last cycle held; its trailing year is still positive at +94.16%, though that figure has come down from the +116.54% cited last scan, and it remains 14.1% below its 200-day. KMT continues to carry the weakest technical label in the book (downtrend, death-cross), but its trailing year is still positive at +36.32% with a positive alpha1y of 16.45 — a reminder that even KMT's chart weakness doesn't yet have full annual-horizon backing.

• MP: regime downgraded pullback → downtrend; RSI 65.2 → 53.7, an 11.5-point drop; trailing year worsened from -12.05% to -23.63%; alpha1y worsened from -33.87 to -43.5.
• BESIY: regime downgraded pullback → collapse; RSI 43.3 → 35.6; trailing year remains solidly positive at +60.14% with positive alpha — a pullback tag, not a breakdown.
• WOLF: trailing-year figure swung from a prior +1,780.29% to -69.76% this cycle — both numbers span a confirmed 2025 bankruptcy-reorganization equity exchange and should not be read as real price moves.
• TDY: regime downgraded uptrend → pullback; RSI 39.3 → 36.2.
• ASX: RSI 45.9 → 50.4, one of the few names to gain ground this cycle.
• AMVMF: printed real volume (100 shares) for the first time after prior zero-volume cycles, though still thin against a 375-share average; RSI 62.2 → 50.0.
• AMKR: regime held collapse; trailing year eased slightly from +116.54% to +94.16%, still positive; remains 14.1% below its 200-day.
• CRS: RSI 35.6 → 34.9, roughly flat; regime held pullback for the first time after three straight cycles of flipping; still +96.42% over the trailing year.
• KMT: RSI 36.5 → 37.6, roughly flat; regime held downtrend; trailing year still positive at +36.32%.
• ALM: RSI 66.9 → 60.2, cooling but still the highest reading alongside SDVKY.

Regime labels describe chart structure, not a buy/sell call, and this cycle's clearest lesson is that MP's fresh downgrade and BESIY's fresh downgrade are not the same kind of event even though both happened in the same week. MP's regime downgrade is backed by a trailing year that got measurably worse — the short-term bounce flagged as suspect last cycle has now failed to hold, and both the annual return and the alpha moved in the wrong direction. BESIY's downgrade, by contrast, sits on top of a trailing year that remains strongly positive with a positive alpha — a violent pullback, not a confirmed break. WOLF is a special case this cycle: its trailing-year swing from roughly +1,780% to -69.76% is a data-integrity artifact of a 2025 bankruptcy-reorganization equity exchange, not a real one-year price move, and should be set aside in favor of its position below the 200-day. CRS finally holding its regime steady after three straight whipsaws is worth noting on its own — the longest stable read this name has shown in this dataset.

Tier A — Confirmed strength (3): SDVKY, ALM, ATEYY.

Tier B — Mid-book, cooling (4): MP (fresh downtrend, worsening trailing year), AMVMF (data quality upgrade), ASX, ELMT.

Tier C — Weaker, RSI 40-48 (3): KEYS, TER, WOLF (trailing-year figure unreliable).

Tier D — Weakest, RSI <40 (6): AMKR, KMT, TDY, KLIC, BESIY (fresh collapse, still positive alpha), CRS.

• Tape data (price/RSI/SMA/returns/1-year, SMA200): full-scan pre-computed summaries as of the 2026-08-28 close — supply-chain-traces.