Every one of the 10 names in this book lost RSI ground since the last scan, and every one closed red today — the cleanest sweep the desk has recorded here in either direction. Deere gave back most of its extension, falling 9.4 RSI points from 67.9 to 58.5, while CF Industries fell further into oversold territory despite reporting real, positive first-half earnings four days ago. Corteva now sits exactly at its 200-day average.

Numbers are the settled September 25 close for all 10 names, two trading sessions after the September 23 scan. Comparison baseline is the September 23 scan.

Deere's extension unwound sharply. Two scans ago it climbed to RSI 67.9, near overbought; today it sits at 58.5, a 9.4-point decline, the largest in the book. It remains the only name here labeled uptrend and is still 18.5% above its 200-day with trailing-year alpha of +30.73, so the cooling reads as a breather inside an intact trend rather than a reversal. Its news receipt, last pulled September 4, carries nothing dated to this week — a September 2 price-target raise predates and does not explain the pullback.

CF Industries is the name where dated, positive news and price direction have diverged most sharply in this book. It reported first-half 2026 results on September 19 — net earnings of $1.34 billion and adjusted EBITDA of $2.18 billion, both real, dated, positive figures — and the stock has fallen anyway: RSI down 5.9 points to 34.0, the trailing week down 10.2%, now newly the most oversold name outside of the fertilizer group. It remains above its 200-day by 2.8%, though that cushion has narrowed sharply from 8.5% two scans ago, with alpha down to +10.61 from +22.67. The pullback-shaped read the desk applied two scans ago is eroding fast.

Corteva is now sitting exactly on its 200-day average — 0.0%, the tightest read in this book. Its trailing-year alpha stayed marginally negative at -0.16, essentially unchanged from -0.03 two scans ago. Its news receipt is the stalest in the book (last pulled July 31), so nothing explains why the stock has drifted down to this exact line.

Every other name in the book moved the same direction: Mosaic fell further below its 200-day to -6.3% from -0.8%, deepening a stuck condition that has now persisted for three straight scans without a reclaim; FMC continued its now-familiar deterioration, worse on every window than two scans ago with alpha at -88.32; and Bunge, Nutrien, Adm, and the two agriculture funds all lost ground in step.

• All 10 names lost RSI ground: MOS (-8.7, the largest), DE (-9.4, largest in absolute terms), CF (-5.9), CTVA (-5.1), MOO (-5.0), NTR (-7.9), BG (-3.4), ADM (-3.0), FMC (-2.4), DBA (-0.2).
• All 10 names closed red today — a clean sweep matching the clean RSI decline, and a reversal from the "genuinely mixed" scan flagged two scans ago.
• MOS: 200-day position worsened to -6.3% from -0.8%, still stuck below the line for a third straight scan.
• CTVA: 200-day position moved to exactly 0.0% from a small positive gap — now the tightest read in the book.
• FMC's alpha worsened further to -88.32 from -87.2 — a fourth consecutive scan of deterioration with no cause ever confirmed.
• The below-200-day group held at three names (MOS, BG, FMC), with Corteva now bordering the line at 0.0%.

A clean sweep in one direction is the rarer and more informative read for this book, which has alternated between mixed sessions and directional ones over the last several scans. All 10 names losing RSI and closing red on the same two-session window argues for treating this as a book-wide pause rather than name-specific damage — except for CF and FMC, where the deterioration is deeper than a pause.

CF Industries is the name most worth separating from the rest. Real, dated, positive earnings four days before this scan did not stop a slide that has now cut its alpha nearly in half (from +22.67 to +10.61) and its 200-day cushion by two-thirds (from 8.5% to 2.8%). The pullback read the desk applied when CF first entered the oversold tier two scans ago is close to expiring — one more scan of this trajectory would put it below its 200-day.

FMC remains the book's one name broken on every window, now into a fourth consecutive scan of deterioration with no cause ever confirmed. Deere's cooling, by contrast, is the healthiest kind of red session in this book: a name still well above its 200-day with strongly positive alpha simply giving back an extended reading.

Capitulation (RSI below 25): none.

Oversold (RSI 25-40) — 4 names: CF (34.0, deep pullback with narrowing cushion), FMC (35.2, broken on every window), BG (38.0, below its 200-day), CTVA (38.1, sitting exactly at its 200-day).

Neutral to strong (RSI 40+) — 6 names: DE (58.5), DBA (48.9), ADM (42.5), MOO (40.4), NTR (41.1), MOS (40.7).

• Does CF's 200-day cushion hold, or does the stock cross below it next scan?
• Which side does Corteva settle on from exactly at its 200-day?
• What has driven FMC's four-scan deterioration, with every news pull on file predating the decline?

• Tape data (price, RSI, moving averages, returns, trailing-year, alpha, 200-day position): pre-computed summaries as of the 2026-09-25 close — food-security.
• CF Industries news receipt (pull completed 2026-09-19; H1 2026 net earnings $1.34B, adjusted EBITDA $2.18B): latest.
• Deere news receipt (stale, last completed pull 2026-09-04; Sept 2 item predates the pullback): latest.
• Corteva news receipt (stale, last completed pull 2026-07-31): latest.
• Nutrien news receipt (fresh pull 2026-09-25, nothing new dated to this week): latest.
• Prior scan for comparison: 2026-09-23-food-security.