SBUX and DPZ — the two names the desk flagged as cleanest last cycle — both cratered this cycle: SBUX lost 13.1 RSI points (44.9 → 31.8) and DPZ lost 14.5 (49.3 → 34.8), the two largest moves in the book, with no confirmed cause on file for either (both news receipts are stale by more than six weeks). SBUX's trailing-year check still holds, barely — it remains positive on alpha and just above its 200-day — so this reads as a violent short-term drop inside a name that hasn't broken on the horizon check yet, not a fresh breakdown. TSLA is the opposite trap: its RSI actually improved this cycle (+3.6), but its trailing-year return flipped negative for the first time (-0.91%) and its alpha1y deepened to -17.13 — the short-term read and the long-horizon read now point in opposite directions.

Data as-of the 2026-09-11 close for all 8 names. Comparison baseline is the September 4 scan.

SBUX and DPZ delivered the two sharpest moves in the book this cycle, and both landed in the opposite direction from last scan's read. SBUX — called "the healthiest chart in the book" last cycle on the strength of a positive trailing-year and alpha — fell 13.1 RSI points (44.9 → 31.8), the second-largest move in this dataset. Its news receipt on file is stale (fetched July 15, predating this drop by nearly two months) — no cause is confirmed for this week's decline; this is "news not pulled for this move," not evidence of no cause. SBUX's horizon numbers still hold, just barely: it remains 0.8% above its 200-day with a positive alpha1y of +3.67 and a +19.89% trailing year, so the short-term collapse reads as a violent pullback inside a still-intact trend rather than a fresh break — but the margin has narrowed sharply from last cycle.

DPZ fell 14.5 RSI points (49.3 → 34.8), the largest move in the book. Its news receipt is also stale (fetched June 21, predating this drop by nearly three months) — no cause is confirmed here either. Unlike SBUX, DPZ was already flagged as negative on both the trailing year (-31.76%) and alpha (-47.98) before this drop, so this cycle's weakness compounds an already-broken read rather than introducing a new one.

TSLA is the cycle's sharpest example of a short-term/long-horizon split. RSI improved to 54.5 (+3.6) — the only clear gainer in the book alongside a small LULU bounce — but its trailing-year return crossed from positive to negative for the first time in this dataset (+4.59% last cycle to -0.91% now), and its alpha1y deepened from -14.06 to -17.13. TSLA sits 8.4% below its 200-day. The desk's own thesis rating remains "intact," but the horizon evidence this cycle argues for more caution than the label alone conveys — read TSLA's improving RSI as short-term noise against a long-horizon trend that just turned, not as confirmation the name has stabilized.

LULU continues recovering off last cycle's earnings collapse — RSI gained 2.1 points (31.8 → 33.9) — but remains deeply negative on every other horizon (-40.3% 1y, -56.52 alpha, 34.7% below its 200-day), so this is a small technical bounce, not a repaired trend. HIMS and CROX were roughly flat this cycle (-0.2 and -1.6 RSI respectively); CROX remains the one name in the book positive on the trailing year and alpha with room above 30 RSI. BRBR held its "broken" thesis rating with the worst horizon numbers in the book (-75.5% 1y, -91.72 alpha, 45.7% below its 200-day).

• DPZ: RSI 49.3 → 34.8 (-14.5), the largest move in the book this cycle; no confirmed cause (news receipt stale since June 21).
• SBUX: RSI 44.9 → 31.8 (-13.1), the second-largest move; no confirmed cause (news receipt stale since July 15) — the name the desk flagged as cleanest last cycle now holds the book's lowest RSI.
• BRBR: RSI 42.5 → 32.0 (-10.5); thesis remains rated broken.
• NKE: RSI 40.1 → 34.2 (-5.9); regime held collapse.
• CROX: RSI 37.9 → 36.3 (-1.6), still the one clean horizon story in the book besides SBUX.
• HIMS: RSI 43.3 → 43.1 (-0.2), essentially flat.
• LULU: RSI 31.8 → 33.9 (+2.1), a small technical bounce off last cycle's earnings collapse; still deeply negative on every other horizon.
• TSLA: RSI 50.9 → 54.5 (+3.6), the only real gainer — but its trailing-year return flipped from positive to negative (-0.91%) and alpha1y deepened to -17.13, the opposite direction from its RSI move.

This cycle inverted last scan's read on the book's two "clean" names — SBUX and DPZ both posted the sharpest drops in the dataset, with no confirmed driver for either. SBUX's horizon numbers still hold, narrowly, so treat this as a violent short-term move inside a trend that hasn't broken yet rather than a fresh verdict; DPZ's drop compounds an already-negative horizon read. TSLA is the name to watch most carefully: its RSI is improving while its trailing-year and alpha readings are deteriorating for the first time in this dataset, which is the opposite of a reassuring signal even though the short-term chart looks better. CROX remains the one name in the book clean on every horizon without a caveat attached this cycle.

Tier A — RSI 45+ (1): TSLA (short-term improving, long-horizon deteriorating — read with caution).

Tier B — Mid-book, RSI 35-45 (2): HIMS (negative 1y and alpha), CROX (the healthy chart despite the low RSI).

Tier C — Weakest, RSI <35 (5): DPZ (largest move, unconfirmed cause), NKE (negative 1y and alpha), LULU (small bounce off collapse), BRBR (thesis broken), SBUX (second-largest move, unconfirmed cause, trailing-year still barely positive).

• Tape data (price/RSI/SMA/returns/1-year, SMA200, volume): full-scan pre-computed summaries as of the 2026-09-11 close — cultural-thesis.
• SBUX news receipt (stale, fetched 2026-07-15): latest.
• DPZ news receipt (stale, fetched 2026-06-21): latest.