13 July 2026 Screener

No new actionable candidates (7/10+ with sufficient repetition). This was a fresh-evidence follow-up on an essentially unchanged 32-name trough universe (511 tickers screened, same names clearing the ≥40%-off-high bar as 7/10) — no new tickers, no rejections reversed.

Key change: ADBE demoted from Elevated back to Watchlist. Two consecutive runs (7/10, 7/13) found no genuinely fresh evidence beyond restatements, triggering the log’s “2+ stale runs” demotion rule.

Four names sit one stale run from the same fate: NFLX, CPRT, CEG, INTU are all still at 2 appearances/Elevated, but today’s check found only stale restatements for each — no fresh evidence, no escalation. NFLX’s 7/16 earnings print is the real near-term test.

BSX, PODD, ZTS, NOW (the four names that scored 7/10 on first appearance 7/10) found no qualifying fresh evidence either — the litigation “news” around BSX/PODD/ZTS was entirely recycled plaintiffs’-firm solicitations on the same pre-existing suits, not new developments. All remain 1 appearance/Watchlist, not actionable.

Everything else logged (GDDY, FIS, WDAY, PYPL, TYL, CTSH, LDOS, ALB, CSGP, TRI, LULU, TSCO, BR) came back stale; CHTR got one genuinely new but speculative data point (a Comcast-acquisition rumor, unconfirmed) — not enough to escalate. CMG remains outside the discount band.

Macro backdrop deteriorated, not stabilized: rate outlook turned more hawkish (new Fed Chair Warsh testifying this week, market now pricing ~25% odds of a hike at July 28-29 FOMC vs. 0% odds of a cut), the Iran ceasefire visibly broke down over the weekend with oil surging, and AI-related credit spreads widened to multi-month highs — directly reinforcing the ORCL/CRWV rejection theses (both reaffirmed, ORCL arguably worse).

Persistence log updated with all changes and a full run-history section. Not financial advice — do your own diligence before acting on anything here.