Every one of the 13 names in this book closed green today — a second 13-of-13 session inside three trading days — and the clean horizon sweep the desk has tracked for weeks held: all 13 names remain positive on trailing-year alpha, with Axcelis's repaired reading strengthening further to +9.53 from +4.50. This is the strongest book on the desk right now, and a market-wide rotation read from the day before this scan flagged it as an early-turn lane.

Numbers are the settled September 25 close for all 13 names, two trading sessions after the September 23 scan. Comparison baseline is the September 23 scan.

Today closed 13 of 13 green — the second all-green session for this book inside three trading days, following the September 22 rally cited in the last scan. That repeats the pattern the desk flagged as unlikely to hold two scans ago; it held.

The clean horizon sweep survived a second scan. Axcelis's trailing-year alpha, which crossed from -1.92 to +4.50 after its September 18 guidance raise, is now +9.53 — strengthening rather than fading, which answers the open question from the last scan about whether the repair was durable. All 13 names in this book are positive on trailing-year alpha for a second consecutive scan.

The three names still below their 200-day — Camtek, Amkor, MKS Instruments — remain in that position, though MKS's gap widened slightly to -3.2% from -2.1% last scan, a reversal of the two-scan narrowing trend the desk had been tracking. All three still carry strongly positive alpha (between +25 and +96), keeping the trend-under-test read intact rather than a breakdown.

A rotation-map read from the day before this scan (the September 24 daily brief) flagged WFE Test Metrology as an "early turn" lane — accelerating on a 7-day basis while still negative on 30-day relative strength, with only 38% of the lane confirmed up as of that read, led by FormFactor, Lam Research, and Applied Materials. This scan's 13-of-13 session is the breadth confirmation that read was waiting on.

• 8 of 13 names gained RSI since the September 23 close: ACLS (+4.7, the largest), LRCX (+3.2), AMAT (+3.2), TER (+2.2), ONTO (+1.9), ENTG (+0.1), CAMT (+0.1), AMKR (+0.4).
• KLAC was flat (54.1 both scans).
• 4 of 13 declined: FORM (-1.9), KLIC (-0.5), ASML (-0.4), MKSI (-0.7).
• ACLS: trailing-year alpha rose to +9.53 from +4.50 — the September 18 guidance-raise repair is holding and strengthening, not fading.
• MKSI: 200-day position widened slightly to -3.2% from -2.1%, a small reversal of the prior two-scan narrowing trend.
• The below-200-day group held at three names (CAMT, AMKR, MKSI).
• Today closed 13 of 13 green for the second time in three sessions.

This remains the cleanest long-horizon book the desk tracks, and the second scan running confirms it rather than walking it back: every one of the 13 names is positive on trailing-year alpha, and Axcelis's repair from two scans ago has strengthened instead of fading. The three names still below their 200-day — Camtek, Amkor, MKS — all carry strongly positive alpha (between +25 and +96), so the label for them stays trend under test rather than breakdown, unchanged from the last two scans.

Do not read the second 13-of-13 session as guaranteed to repeat a third time — the same caution the desk applied when the first one didn't survive one session two scans ago. What is different this time is that the RSI gains and the alpha readings both moved in the same direction across the whole book, rather than the RSI-only gains that preceded Axcelis's repair.

FormFactor remains the most extended name here, though its RSI eased 1.9 points to 62.9 from a 20-day gap of 20.4% two scans ago. That is a caution on chasing, not a reason to expect a reversal, and the cooling is mild relative to the rest of the book's gains.

Capitulation (RSI below 25): none.

Oversold (RSI 25-40): none. The book's lowest reading is MKS Instruments at 47.9.

Neutral to strong (RSI 40+) — all 13 names. The horizon check is still unanimous: all 13 names carry positive trailing-year alpha for a second consecutive scan.

• Does a third 13-of-13 session follow, or does this scan mark the local high in breadth?
• Does MKS resume narrowing its 200-day gap, or does this scan's small widening continue?
• Does ASML's October 14 print reset the read-through for the rest of the complex?

• Tape data (price, RSI, moving averages, returns, trailing-year, alpha, 200-day position): pre-computed summaries as of the 2026-09-25 close — wfe-test-metrology.
• Rotation-map early-turn read for WFE Test Metrology (accel +10.6, 38% up, led by FORM/LRCX/AMAT; 30d RS -1.2, 7d RS +9.8): 2026-09-24-market-brief.
• Prior scan for comparison: 2026-09-23-wfe-test-metrology.