NIO crashed into capitulation (RSI 39.1→24.5, -13.04% week) despite reporting a real Q2 earnings beat on Sept 1 — EPS of $0.01 against a consensus of -$0.14 — sending the stock to a 52-week low anyway. BE ran the opposite direction on its own confirmed beat: Q2 results reported Sept 4 showed record revenue and raised full-year guidance, driving a +20.01% week and pushing RSI from 46.3 to 63.1. TE gave back nearly all of last scan's crash-recovery bounce (30-day change reversing from +28.76% to -15.9%) as that earlier rebound rolled back out of the trailing windows.

Data as-of 2026-09-04 close. All numbers from precomputed summaries/ev-clean-energy.json. Prior scan: 2026-08-28-ev-clean-energy (2026-08-28, data as-of 2026-08-28 close) — the summary's own 7-day window runs 2026-08-28 to 2026-09-04, so the comparisons below line up exactly with that prior scan.

NIO is the sharpest move on the board. RSI fell from 39.1 to 24.5, price from $4.37 to $3.80, and the week alone dropped 13.04% — the board's first capitulation-tier print. The confirmed earnings record on file (reported 2026-09-01, fetched 2026-09-04) shows a real beat: EPS of $0.01 against an analyst estimate of -$0.14, a 107% surprise. News coverage from the same window includes a headline calling it "slumps to 52-week lows" (Sept 1) alongside "Buy, Hold or Sell" commentary (Sept 2) and a reiterated Buy rating from CICC (Sept 3) — the market read the print as a reason to sell regardless of the beat. NIO is now 27.1% below its 200-day average with a trailing year of -38.01% (alpha1y -56.66) — a deeply damaged trend that just took on fresh capitulation-level selling on top of a nominal beat.

BE moved the opposite direction on its own confirmed catalyst. RSI climbed from 46.3 to 63.1, price from $210.77 to $252.87, and the week added 20.01% (the single-day move on the report was +7.35%). The news receipt on file (fetched 2026-09-04, fresh) shows Bloom Energy reported record Q2 2026 results and raised full-year guidance the same day, on top of an already-live Brookfield AI-infrastructure financing partnership announced Aug 27. BE is now 32.2% above its 200-day with an extraordinary trailing-year return of +360.52% (alpha1y +341.87) — an already-exceptional trend extending further on confirmed news.

TE gave back essentially all of the bounce flagged two scans ago: the 30-day change reversed from +28.76% to -15.9% as that earlier crash-recovery week rolled out of the window, with the week itself flipping from +8.35% to -3.96% (RSI roughly flat, 45.2→45.0). TE remains 29.4% below its 200-day despite an enormous trailing-year return of +148.65% — the trend stays genuinely under test, the same framing as before, just without the temporary lift from the rolled-out bounce week.

The lithium names posted their softest week in this stretch. ALB fell 8.07% on the week (RSI 57.2→42.1, price $137.36→$126.28) and SQM eased 2.81% (RSI 58.4→49.8, price $78.63→$76.43) — both news receipts are stale (ALB fetched July 29, SQM fetched Aug 25, well before this week's window), so no catalyst is established for either move. Both remain solidly above their 200-day-adjacent levels with strong trailing-year returns (ALB +59.3%, SQM +72.68%), so this reads as cooling from extension rather than a break. SEDG improved notably — RSI 39.9→47.0, week +1.88%→+8.88%, and the 30-day change flipped positive to +0.88% from -19.54% — climbing fully out of oversold, though it remains 18.7% below its 200-day. LCID remains the board's weakest structure by a wide margin: RSI 35.9→35.1, 30-day change improving only slightly to -30.15% from -37.06%, still 44.8% below its 200-day with a trailing year of -71.04% (alpha1y -89.69). TSLA's RSI held flat (50.9→50.9) as the week turned positive (-3.89%→+1.49%) and the 30-day change eased to +10.12% from +16.9%, though the single-day move on Friday was -5.92% with no fresh news receipt covering it — the week's net gain masks a sharp late-week reversal that isn't explained by anything on file.

• NIO crashed into capitulation despite a confirmed earnings beat: RSI 39.1→24.5, price $4.37→$3.80, 7D -5.62%→-13.04%, 30D -8.19%→-18.28%.
• BE popped hard on a confirmed Q2 beat and raised guidance: RSI 46.3→63.1, price $210.77→$252.87, 7D +4.64%→+20.01%, 30D +28.71%→+7.91%.
• TE gave back last scan's bounce as it rolled out of the windows: RSI 45.2→45.0, price $4.79→$4.60, 7D +8.35%→-3.96%, 30D +28.76%→-15.9%.
• ALB posted the board's softest week: RSI 57.2→42.1, price $137.36→$126.28, 7D -4.12%→-8.07%, 30D +20.62%→+6.26%.
• SEDG climbed out of oversold and the month flipped positive: RSI 39.9→47.0, price $31.41→$34.20, 7D +1.88%→+8.88%, 30D -19.54%→+0.88%.
• LCID remains the board's weakest structure, improving only slightly: RSI 35.9→35.1, price $5.01→$4.68, 7D -9.26%→-6.6%, 30D -37.06%→-30.15%.
• TSLA's week turned positive though RSI held flat: RSI 50.9→50.9, price $348.75→$354.08, 7D -3.89%→+1.49%, 30D +16.9%→+10.12%.
• LI reversed higher: RSI 43.7→48.6, price $12.23→$12.37, 7D -6.28%→+1.23%, 30D -11.38%→-3.43%.
• FSLR's 30-day window flipped negative: RSI 38.7→41.4, price $204.46→$204.45 (flat), 7D -4.56%→-0.02%, 30D +2.62%→-13.66%.
• NXT deepened further: RSI 36.8→38.6, price $85.44→$84.50, 7D -0.89%→-1.17%, 30D -7.80%→-15.34%.
• SQM cooled: RSI 58.4→49.8, price $78.63→$76.43, 7D -4.03%→-2.81%, 30D +16.40%→+9.11%.

Golden-cross names (RIVN, BE, DRIV, ENS) mean the 50-day average sits above the 200-day — a much smaller group than last scan as several names' shorter averages rolled back below their 50-day. Death-cross names (TSLA, BYDDY, LI, NIO, XPEV, LCID, PLUG, ENPH, SEDG, FSLR, LIT, ALB, SQM, KARS, TAN, ICLN, NXT, TE) include several names that are genuinely weak on the long horizon (LI, NIO, XPEV, LCID — all deeply below their 200-day with negative trailing-year returns) alongside names that are fine despite the death-cross label (ALB +59.3% trailing year, SQM +72.68%, both still death-crossed on the short-term average alone). The most reliable split remains 200-day distance plus trailing-year return, not the cross label: BE, LIT, SQM, DRIV, and ENS sit at or above their 200-day with strongly positive multi-year records (deep-pullback framing); TSLA, RIVN, PLUG, FSLR, ENPH, ALB, TE, and NXT sit below their 200-day even with positive multi-year records in several cases, meaning the trend is under real test; LI, NIO, XPEV, BYDDY, LCID, SEDG, and TAN are weak on both windows at once — the genuinely damaged group, with NIO's move into capitulation the sharpest deterioration this scan.

Capitulation (RSI<25): NIO (24.5) — the board's first sub-25 print this stretch, driven by a Q2 earnings beat the market sold anyway.

Oversold (25-40): LCID (35.1), XPEV (36.7), NXT (38.6) — three names, unchanged in composition from last scan's oversold group minus NIO and FSLR, which have now moved to capitulation and neutral respectively.

Neutral/Strong (40+): The rest of the board, spanning ENS (40.2) to BE (63.1, the board's highest print).

• Tape data (price/RSI/SMA/returns/long-horizon): full-scan pre-computed summaries as of the 2026-09-04 close — ev-clean-energy.
• NIO earnings confirmed via 2026-09-01-nio-earnings (reported 2026-09-01, EPS $0.01 vs. consensus -$0.14, +107.09% surprise) and news receipt (latest, fetched 2026-09-04, fresh).
• BE news receipt checked (latest, fetched 2026-08-27 base + Sept 4 article): "Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance," dated 2026-09-04.
• ALB, TSLA news receipts checked — ALB stale (fetched 2026-07-29, before this week's window); TSLA's freshest article (fetched 2026-09-04) covers a Sept 3 Cybercab rally, not this week's Friday decline — no cause claimed for either this week's ALB drop or TSLA's single-day reversal.