← all events raw scan snapshot Feb 4, 2026 — prices as of scan date, not live 67 rows · screens, not recommendations superseded by2026-05-01-ai-scan ported fromresearch/classic/scans/_archive/2026-02-04-ai-scan.md scan slugai-scan source typescan-archive
Comprehensive AI/Tech ecosystem scan - chips, cloud, infra, and speculative plays.
Quick Snapshot Signal Reading Overall 🔴 BROAD SELLOFF - 60 stocks scanned, most red. Extreme oversold across SaaS and AI software. Key insight Bifurcation: Memory (MU, STX, WDC) ripping, software (SNOW, CRM, NOW) crashing. Pick your side. Extreme oversold ISRG RSI 8, CEG RSI 14, PANW RSI 16, SOUN RSI 16, QCOM RSI 23
Market Map 🟢 Winners (Strong/Overbought) Stock Price 7D 30D RSI Category Status MU $437.80 +6.6% +40.3% 76 ↑ Memory 🟢 RIPPING STX $432.95 +12.8% +49.4% 77 ↑ Memory 🟢 RIPPING WDC $270.23 +3.3% +43.8% 72 ↑ Memory 🟢 RIPPING ENPH $51.67 -9.1% +52.0% 77 ↑ Solar 🟢 Recovery NEE $89.97 +0.2% +8.7% 80 ↑ Utilities 🟢 Defensive bid CSCO $80.64 +2.6% +Inf% 74 ↑ Networking 🟢 AI networking T $26.30 +11.3% +7.7% 75 ↑ Telecom 🟢 Value rotation VZ $44.61 +12.1% +12.8% 77 ↑ Telecom 🟢 Value rotation BCE $25.83 +2.5% +8.9% 82 ↑ Telecom 🟢 Value rotation SKM $27.91 +17.6% +35.2% 92 ↑ Telecom ⚠️ EXTREME OVERBOUGHT
Pattern: Memory stocks (MU , STX , WDC ) crushing it on HBM/AI demand. Telecoms (T , VZ , BCE , SKM ) value rotation. Solar (ENPH ) recovery play.
🔴 Extreme Oversold (RSI < 30) Stock Price 7D 30D RSI Category Status ISRG $478.49 -9.0% -15.5% 8 ↓ Med Tech 🟢 EXTREME BUY CEG $250.46 -7.0% -29.4% 14 ↓ Nuclear 🟢 EXTREME PANW $164.63 -4.3% -9.6% 16 ↓ Security 🟢 EXTREME SOUN $8.07 -16.2% -26.6% 16 ↓ AI Voice ⚠️ Speculative CRM $199.44 -15.0% -22.2% 19 ↓ SaaS 🟢 EXTREME PLTR $139.54 -3.1% -19.8% 22 ↓ AI/Defense 🟢 Oversold RGTI $17.19 -17.7% -31.3% 22 ↓ Quantum ⚠️ Speculative SNOW $165.29 -21.6% -26.3% 22 ↓ Data Cloud 🟢 CAPITULATING IONQ $35.34 -15.8% -27.4% 23 ↓ Quantum ⚠️ Speculative PATH $12.33 -16.5% -23.1% 23 ↓ RPA 🟡 Turnaround? TEM $53.55 -15.1% -17.2% 23 ↓ AI Data 🔍 Research QCOM $148.89 -4.3% -15.6% 23 ↓ Semis 🟢 Oversold BBAI $4.50 -19.9% -23.5% 24 ↓ AI/Gov ⚠️ Speculative VEEV $190.69 -12.6% -13.8% 26 ↓ Healthcare SaaS 🟢 Oversold AI $11.11 -17.7% -20.1% 27 ↓ AI Platform ⚠️ Speculative NOW $111.07 -17.7% -24.7% 27 ↓ Enterprise SaaS 🟢 Oversold ZS $185.79 -15.0% -16.6% 28 ↓ Security 🟢 Oversold CRWD $417.11 -8.8% -8.6% 29 ↓ Security 🟢 Oversold EOSE $12.40 -8.1% -7.9% 29 ↓ Energy Storage 🔍 Research
Pattern: SaaS names (CRM , NOW , SNOW ) in full capitulation. Security (PANW , CRWD , ZS ) getting flushed. ISRG RSI 8 is rare - surgical robotics leader.
🟡 Consolidating/Neutral Stock Price 7D 30D RSI Category Status NVDA $174.19 -5.8% -7.4% 41 Chips 🟡 Pullback AMD $200.19 -4.2% -9.4% 40 Chips 🟡 Pullback AVGO $308.05 -3.2% -10.3% 31 Chips 🟢 Approaching oversold TSM $325.74 -1.1% +1.1% 49 Foundry 🟡 Neutral ASML $1339.13 -1.8% +9.0% 58 Equipment 🟡 Neutral ARM $104.90 -5.4% -9.7% 50 IP 🟡 Pullback GOOGL $333.04 +1.1% +5.2% 47 MAG7 🟡 Relative strength META $668.99 +2.4% +1.5% 61 MAG7 🟡 Holding up
Pattern: Chip leaders (NVDA , AMD ) pulling back from highs. AVGO approaching buy zone. META /GOOGL relative strength in MAG7.
Category Analysis AI Infrastructure Stock Price 30D RSI Thesis Action CEG $250.46 -29.4% 14 ↓ Nuclear for AI data centers 🔍 RESEARCH - extreme oversold VST $142.52 -12.5% 31 Data center power 🔍 Watch BE $147.35 +41.9% 56 Fuel cells for data centers 🟢 Running - wait pullback OKLO $68.23 -23.6% 30 SMR nuclear ⚠️ Speculative EOSE $12.40 -7.9% 29 ↓ Energy storage 🔍 Research
Memory/Storage (HBM Thesis) Stock Price 30D RSI Thesis Action MU $437.80 +40.3% 76 ↑ HBM leader ⚠️ Wait pullback STX $432.95 +49.4% 77 ↑ Storage boom ⚠️ Extended WDC $270.23 +43.8% 72 ↑ Storage boom ⚠️ Extended
Enterprise SaaS Stock Price 30D RSI Thesis Action CRM $199.44 -22.2% 19 ↓ AI features, enterprise anchor ✅ BUY ZONE NOW $111.07 -24.7% 27 ↓ AI agents platform ✅ BUY ZONE WDAY $170.15 -18.5% 30 HR/Finance cloud 📈 Approaching ADBE $279.71 -15.6% 34 AI Firefly 📈 Watch
Security Stock Price 30D RSI Thesis Action PANW $164.63 -9.6% 16 ↓ Platform consolidation ✅ BUY ZONE CRWD $417.11 -8.6% 29 ↓ Security leader 📈 Approaching ZS $185.79 -16.6% 28 ↓ Zero trust 📈 Approaching
Actionable Now Strong Buys (RSI < 25, Quality Names) Stock Price RSI Why Risk ISRG $478.49 8 ↓ Surgical robotics leader, RSI 8 is rare Med tech concentration CEG $250.46 14 ↓ Nuclear AI thesis, extreme oversold Nuclear policy risk PANW $164.63 16 ↓ Security platform, profitability Competition CRM $199.44 19 ↓ Enterprise SaaS leader AI narrative not landing
Research Needed Stock Price RSI Why Research Question PLTR $139.54 22 ↓ AI/defense leader, oversold Is AI hype fading? SNOW $165.29 22 ↓ Data cloud, OpenAI partnership Competition from Databricks? TEM $53.55 23 ↓ AI data platform Revenue sustainability? EOSE $12.40 29 ↓ Energy storage Path to profitability?
Avoid/Wait Stock Price RSI Why Avoid MU $437.80 76 ↑ Extended after 40% run STX/WDC $432/$270 77↑/72↑ Storage names extended SKM $27.91 92 ↑ Extreme overbought ENPH $51.67 77 ↑ Extended after recovery
Commands Full AI ecosystem the desk's own tooling
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Category deep dives the desk's own tooling
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