No name clears the strict bargain-bin filter for a second straight cycle — RSI below 30 AND price below its 20-day average — but this cycle's closest approach is a real move, not a quiet drift. LULU fell -17.38% on the session at 8.7x average volume, landing at RSI 31.8 and -15.4% below its 20-day average — a hair from the strict line — and this desk's news pull (fetched 2026-09-04, not stale) surfaces coverage of a Q2 print showing a 4% revenue decline and a significant cut to full-year guidance, though the scheduled 2026-09-03 earnings date remains overdue-unconfirmed in this desk's event ledger. AVGO's 200-day test, flagged unresolved for two straight cycles, resolved downward this cycle — vs-SMA200 fell to -3% from -0.2%, RSI dropped to 38.1 from 42.7, and its one-year return cooled to +16.92% from +20.4%. QCOM's own 200-day test resolved the other way — vs-SMA200 crossed back to +0.5% from -2.2%, RSI recovering to 53.1 from 48.5. MCD and HON both slid toward the strict oversold line this cycle — MCD's RSI fell to 34.3 from 44.2 (its one-year deficit widening to -19.34% from -15.1%), HON's to 34.7 from 37.7 — both now the closest names to a strict hit after LULU. COST's one-year return flipped negative for the first time in this tracked window, to -4.2% from +0.05%, with RSI cooling sharply to 38.1 from 48.1. The rest of last cycle's "quality dip" cohort — KLAC, CAT, LRCX, ASML, AMD — all recovered further off their own RSI lows while extending their one-year gains, moving further from bargain-bin territory rather than closer to it. DE broke out this cycle, RSI climbing to 68.3 from 54.9, one-year to +46.04% from +28.3%, now just -1.75% off its 52-week high. ORCL's recovery extended into an eighth straight confirming cycle, one-year deficit narrowing to -28.8% from -37.2%. INTU's thesis: broken flag survived a tenth straight cycle and the underlying picture worsened further — one-year deficit widened to -50.22% from -46.4%, vs-SMA200 to -22.1% from -17.7%.

Data as-of the 2026-09-04 close. Source: bargain-bin, filtered for RSI < 30 AND vs-SMA20 < 0 (zero hits, confirmed programmatically), then widened to the next-closest cluster — ranked by long-horizon quality (1-year change, vs-SMA200, thesis state) crossed with discount depth (RSI, vs-SMA20). Prior scan: 2026-08-28-bargain-bin (2026-08-28 close).

No name clears the strict bargain-bin filter for a second straight cycle, but this cycle's closest approach is a genuine, high-volume move. LULU ($100.61, RSI 31.8, vs-SMA20 -15.4%, change1d -17.38%, relative volume 8.69x average, -55.48% off its 52-week high) fell hard on the session. This desk's news pull for LULU (fetched 2026-09-04, ok, not stale) surfaces coverage headlined "Lululemon's Q2 results reveal a 4% revenue decline and significant cut to full-year guidance" — but 2026-09-03-lulu-earnings still records the scheduled date as overdue-unconfirmed, meaning this desk's own event ledger has not yet promoted the print to a captured, verified result. This scan reports the news coverage as coverage, not as a confirmed print — the price action (a near-strict-hit drop on nearly 9x average volume) is verified directly against the summary and stands on its own regardless of the ledger's confirmation status. LULU's one-year return sits at -51.18%, 1-year alpha -69.83%, -34.1% below its 200-day — a genuinely broken structure, not a bargain, even before the print question is resolved.

AVGO's 200-day test, flagged as unresolved for two straight cycles running, resolved downward this cycle. ($357.90, RSI 38.1, was 42.7; vs-SMA20 -5.4%, 30D -14.44%) — vs-SMA200 fell to -3% from -0.2%, a clean break below the level that had sat almost exactly on the line for two cycles. One-year return cooled to +16.92% from +20.4%, and 1-year alpha is now -1.73% — AVGO has moved from "testing directly, unresolved" to "below its 200-day, cooling" in a single cycle. QCOM's own 200-day test resolved the opposite way in the same session. ($168.74, RSI 53.1, was 48.5; 30D +7.12%) — vs-SMA200 crossed back to +0.5% from -2.2%, and one-year return improved to +5.65% from +2.1%. The two names sat in nearly identical positions last cycle; this cycle they diverged cleanly.

MCD and HON both slid toward the strict oversold line this cycle, both worth flagging as the closest names behind LULU. MCD ($255.69, RSI 34.3, was 44.2 — fell sharply; vs-SMA20 -4.3%, 30D -6.68%) saw its one-year deficit widen to -19.34% from -15.1% and its 200-day gap widen to -13.6% from -10.8% — deteriorating on every field, not just cooling. HON ($209.61, RSI 34.7, was 37.7; vs-SMA20 -5.3%, 30D -15.52%) shows a similar pattern, its 200-day gap widening to -5.4% from -1.8% even as its one-year return stayed roughly flat at +3.4%. Neither clears the strict line, but both are now closer to it than any name besides LULU, and both moved the wrong direction to get there.

COST's one-year return flipped negative for the first time in this tracked window. ($915.74, RSI 38.1, was 48.1 — cooled sharply; vs-SMA20 -3.3%, 30D -2.79%) — one-year change is now -4.2%, down from +0.05% last cycle, with the 200-day gap widening to -4.6% from -1.5%. This is a name whose long-horizon picture just crossed from "near-flat" to "genuinely negative" in a single cycle — worth tracking directly rather than lumping in with the marginal cohort.

The "quality dip" cohort flagged last cycle all recovered further, moving away from bargain-bin territory rather than toward it. KLAC ($185.60, RSI 47.4, was 35.9; one-year +112.53%, was +96.4%; vs-SMA200 +8.2%, was +3.2%), CAT ($813.94, RSI 45.4, was 38.4; one-year +93.69%, vs-SMA200 +5.3%, was +4.3%), LRCX ($307.65, RSI 48.9, was 44.4; one-year +206.36%, was +190.0%; vs-SMA200 +17.9%), ASML ($1,714.88, RSI 48.3, was 43.4; one-year +127.61%, vs-SMA200 +16.1%), and AMD ($477.57, RSI 49.7, was 44.8; one-year +195.18%, was +176.2%; vs-SMA200 +40.1%, was +38.7%) all extended their one-year gains and cooled their RSI further away from the strict threshold this cycle — a clean confirmation that these are deep pullbacks inside intact trends, exactly as flagged, and now less relevant to a bargain-hunting screen than they were two cycles ago.

WMT recovered further off its own strict-hit line from two cycles back. ($107.14, RSI 45.7, was 33.2; vs-SMA20 -1.6%, was -6.5%; 30D -4.63%, was -9.74%) — one-year return sits at +6.15% (was +7.26%, comparable as the window rolled) with 1-year alpha still negative at -12.5%, and vs-SMA200 improved to -9.7% from -13.1%. Still a trend under test, not a resolved story either way, but meaningfully further from oversold than it was two cycles ago.

DE broke out this cycle. ($693.53, RSI 68.3, was 54.9; 30D +13.32%, was +3.17%; regime now breakout) — one-year return jumped to +46.04% from +28.3%, vs-SMA200 to +22.1% from +12.0%, and the stock now sits just -1.75% off its 52-week high, essentially testing new highs.

ORCL's recovery extended into an eighth straight confirming cycle, and INTU's broken-thesis flag survived a tenth straight cycle with the underlying picture worsening further. ORCL ($158.78, RSI 60.9, was 56.1; 30D cooled to +9.97% from +28.12% as the sharp prior move rolled out of the window, but one-year deficit narrowed to -28.8% from -37.2% and vs-SMA200 improved to -5.9% from -11.6%) continues its multi-cycle repair. INTU ($332.70, RSI 46.6, was 60; -52.81% off its 52-week high) carries the same thesis: broken flag it has held across ten consecutive cycles now, and this cycle the chart itself deteriorated further — one-year deficit widened to -50.22% from -46.4%, vs-SMA200 to -22.1% from -17.7%. Per desk doctrine, no price level clears this flag; the stock is simply getting worse alongside it.

LOW and ISRG's flag/chart divergence persists, moving in opposite directions this cycle. LOW ($204.45, RSI 41.2, was 41.3 — flat; one-year -22.72%, was -19.2%; vs-SMA200 -13.5%, was -12.2%) deteriorated further while thesisState stays intact. ISRG ($366.70, RSI 43, was 45.7; one-year -19.32%, was -21.37% — improved slightly; vs-SMA200 -20.9%, was -20.5% — widened slightly) moved in mixed directions on its two long-horizon fields. Both remain flagged, not resolved.

This bucket screens for cheap, not for buyable. regime labels (collapse/downtrend/pullback/basing/breakout) describe the chart, not a recommendation. A second straight zero-strict-hit cycle does not mean nothing here moved — LULU's near-miss this cycle came with an 8.69x-volume session and real news coverage of a weak print, which is a genuinely different situation than a name drifting slowly toward RSI 30 on no news. AVGO and QCOM sitting at nearly identical 200-day positions last cycle and resolving in opposite directions this cycle is the clearest illustration this scan can offer that a "testing directly, unresolved" flag is not a coin flip waiting to be called — it is a real level that eventually breaks one way or the other, and this cycle both broke. Per the desk's long-horizon discipline, KLAC/CAT/LRCX/ASML/AMD's continued RSI recovery alongside extending one-year gains confirms these were deep pullbacks inside intact trends, not the start of anything broken — the same read stands stronger this cycle than last. thesis: broken (INTU) is a hard override: ten cycles in, no price level or earnings print has cleared it, and this cycle the underlying chart deteriorated further rather than stabilizing. LOW and ISRG's intact flags sitting against broken charts stay flagged, not resolved — the fact that the two fields moved in opposite directions for ISRG this cycle (200-day gap wider, one-year deficit narrower) is itself evidence this is a genuinely mixed situation, not a name quietly repairing or quietly breaking.

None this cycle, second straight cycle. LULU is the closest name at RSI 31.8, vs-SMA20 -15.4% — just above the strict line.

(Remaining tracked names — MSFT, GOOGL, AMZN, NVDA, META, TSLA, TMO, DIS, ZS, CEG, PEP, CME, ANET, MRVL, NFLX, UBER, DPZ — sit at RSI 34-77, mixed but not oversold; omitted from a bargain-bin screen by design.)

Second straight zero-strict-hit cycle, but the near-miss is real — LULU's -17.38% same-day drop at 8.69x volume, tied to news coverage of a weak print, is a genuinely different situation than a slow drift toward oversold.

Two 200-day tests resolved in opposite directions on the same day — AVGO broke below, QCOM crossed back above, from nearly identical starting positions last cycle.

Sliding toward the line — MCD and HON both worsened on every long-horizon field while cooling toward RSI 30.

One-year return flip — COST crossed from near-flat to genuinely negative on the year.

Quality dips extend further away from the bin — KLAC, CAT, LRCX, ASML, AMD all cooled their RSI and extended their one-year gains, confirming last cycle's deep-pullback read.

Breakout — DE, now testing new highs after a sharp multi-cycle repair.

Broken thesis, worsening — hard avoid — INTU. Ten consecutive cycles with the flag unchanged, and the underlying chart deteriorated further this cycle.

Flag/chart divergence, mixed — LOW and ISRG both carry an intact thesis flag against broken charts; the two fields moved in opposite directions for ISRG this cycle, worth a direct check.

• Tape data (price/RSI/SMA/returns/1-year change/1-year alpha/vs 200-day): full-scan pre-computed summaries as of the 2026-09-04 close — bargain-bin.
• LULU news check: latest (fetched 2026-09-04, ok, not stale) — Q2 revenue decline and guidance cut coverage; event ledger 2026-09-03-lulu-earnings (overdue-unconfirmed).