AI Scan
Scan
AI Scan
raw scan snapshot — prices as of scan date, not live 73 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-02-05-ai-scan.mdscan slugai-scansource typescan-archive
Comprehensive AI/Tech ecosystem scan - chips, cloud, infra, and speculative plays.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🔴 CAPITULATION DEEPENING - SaaS freefall accelerating. Memory still ripping. Divergence widening. |
| Key insight | NOW -18.5% 7D, SNOW -16.9% 7D, CRM -13.1% 7D. Enterprise SaaS in full liquidation mode. NVDA slipping below 35 RSI. |
| Extreme oversold | ISRG RSI 8, CEG RSI 14, PANW RSI 16, SNOW RSI 18, CRM RSI 19, TMO RSI 19 |
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 |
Pattern: Memory stocks (MU, STX, WDC) still crushing it on HBM/AI demand. Telecoms (T, VZ) continue value rotation. NEE RSI 80 - utilities as safe haven.
Extreme Oversold (RSI < 30)
| Stock | Price | 7D | 30D | RSI | Category | Status |
|---|---|---|---|---|---|---|
| ISRG | $476.32 | -9.5% | -15.7% | 8 | Med Tech | EXTREME BUY |
| CEG | $250.46 | -12.2% | -29.4% | 14 | Nuclear | EXTREME |
| PANW | $164.63 | -9.5% | -9.6% | 16 | Security | EXTREME |
| SNOW | $156.71 | -16.9% | -33.2% | 18 | Data Cloud | CAPITULATING |
| CRM | $189.97 | -13.1% | -25.6% | 19 | SaaS | EXTREME |
| TMO | $542.36 | -3.7% | -12.6% | 19 | Life Science | EXTREME |
| PLTR | $130.01 | -6.2% | -27.7% | 20 | AI/Defense | Oversold |
| WDAY | $158.76 | - | -23.8% | ~20 | HR SaaS | EXTREME |
| ESTC | $57.16 | -9.9% | -24.4% | 22 | Search | Oversold |
| ADBE | $269.39 | - | -18.4% | ~25 | Creative SaaS | Oversold |
| EOSE | $11.28 | -22.9% | -20.3% | 27 | Energy Storage | Research |
| NOW | $102.63 | -18.5% | -30.4% | 27 | Enterprise SaaS | CAPITULATING |
| LULU | $170.09 | +1.5% | -21.2% | 27 | Retail | Oversold |
| MSFT | $393.67 | -2.8% | -17.7% | 29 | Big Tech | Approaching oversold |
Pattern: SaaS names (CRM, NOW, SNOW) in full capitulation - ALL worse than yesterday. NOW broke $102, SNOW broke $157. WDAY and ADBE joined the sub-30 RSI club. MSFT now at RSI 29 - even Big Tech not immune. TMO RSI 19 signals life science rotation out.
Consolidating/Neutral
| Stock | Price | 7D | 30D | RSI | Category | Status |
|---|---|---|---|---|---|---|
| NVDA | $171.88 | -7.8% | -8.2% | 34 | Chips | Pullback deepening |
| AMD | $200.19 | -20.3% | -9.4% | 40 | Chips | AMD -20% 7D |
| AVGO | $308.05 | -5.2% | -10.3% | 31 | Chips | Approaching oversold |
| TSM | $330.73 | -2.5% | +1.0% | 43 | Foundry | Neutral |
| ASML | $1350.16 | -6.2% | +8.7% | 52 | Equipment | Neutral |
| ARM | $110.88 | -1.9% | -4.0% | 57 | IP | Relative strength |
| GOOGL | $331.25 | +1.4% | +5.4% | 48 | MAG7 | Relative strength |
| META | $670.21 | -7.2% | +1.5% | 61 | MAG7 | Holding but fading |
| AMZN | $222.69 | -2.5% | -7.6% | 36 | MAG7 | Pullback |
| MRVL | $74.21 | -8.1% | -15.8% | 35 | Custom ASICs | Pullback |
Pattern: NVDA slipping to RSI 34, AVGO at 31 - chip leaders weakening. AMD -20.3% in 7 days is notable. AMZN now RSI 36, joining the pullback. Only GOOGL and ARM showing relative strength.
Category Analysis
AI Infrastructure
| Stock | Price | 30D | RSI | Thesis | Action |
|---|---|---|---|---|---|
| CEG | $250.46 | -29.4% | 14 | Nuclear for AI data centers | RESEARCH - extreme oversold |
| EOSE | $11.28 | -20.3% | 27 | Energy storage | Research - -22.9% 7D |
| NEE | $89.97 | +8.7% | 80 | Utilities/renewables | Wait pullback |
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 | $189.97 | -25.6% | 19 | AI features, enterprise anchor | BUY ZONE - worse than yesterday |
| NOW | $102.63 | -30.4% | 27 | AI agents platform | BUY ZONE - capitulating |
| SNOW | $156.71 | -33.2% | 18 | Data cloud, OpenAI partnership | BUY ZONE - extreme |
| WDAY | $158.76 | -23.8% | ~20 | HR/Finance cloud | BUY ZONE - joined the club |
| ADBE | $269.39 | -18.4% | ~25 | AI Firefly | Approaching buy zone |
Security
| Stock | Price | 30D | RSI | Thesis | Action |
|---|---|---|---|---|---|
| PANW | $164.63 | -9.6% | 16 | Platform consolidation | BUY ZONE |
| ESTC | $57.16 | -24.4% | 22 | Search/observability | Oversold |
Semiconductors
| Stock | Price | 30D | RSI | Thesis | Action |
|---|---|---|---|---|---|
| NVDA | $171.88 | -8.2% | 34 | AI compute leader | Watch for RSI < 30 |
| AMD | $200.19 | -9.4% | 40 | AI alternative | -20% 7D, watch |
| AVGO | $308.05 | -10.3% | 31 | Custom AI chips | Approaching buy zone |
| MRVL | $74.21 | -15.8% | 35 | Custom ASICs | Approaching buy zone |
| TSM | $330.73 | +1.0% | 43 | Foundry monopoly | Relative strength |
| ASML | $1350.16 | +8.7% | 52 | Equipment monopoly | Neutral |
| ARM | $110.88 | -4.0% | 57 | IP licensing | Holding up |
Actionable Now
Strong Buys (RSI < 25, Quality Names)
| Stock | Price | RSI | Why | Risk |
|---|---|---|---|---|
| ISRG | $476.32 | 8 | Surgical robotics monopoly, RSI 8 = generational | Med tech rotation |
| CEG | $250.46 | 14 | Nuclear AI thesis, extreme oversold | Nuclear policy risk |
| PANW | $164.63 | 16 | Security platform leader, profitable | Competition |
| SNOW | $156.71 | 18 | Data cloud, -33% in 30D = priced in | Databricks competition |
| CRM | $189.97 | 19 | Enterprise SaaS leader, broke $190 | AI narrative not landing |
| TMO | $542.36 | 19 | Life science leader, extreme oversold | Sector rotation |
| PLTR | $130.01 | 20 | AI/defense, still dropping | Valuation concerns |
| WDAY | $158.76 | ~20 | HR SaaS leader, deep oversold | Spending cuts |
Research Needed
| Stock | Price | RSI | Why Research | Question |
|---|---|---|---|---|
| ESTC | $57.16 | 22 | Search/observability oversold | AI search disruption? |
| ADBE | $269.39 | ~25 | Creative SaaS leader | Can Firefly monetize? |
| NOW | $102.63 | 27 | Enterprise SaaS, -30% 30D | Is the drop overdone? |
| EOSE | $11.28 | 27 | Energy storage, -22.9% 7D | Path to profitability? |
| LULU | $170.09 | 27 | Retail pullback | Consumer spending risk? |
Avoid/Wait
| Stock | Price | RSI | Why Avoid |
|---|---|---|---|
| MU | $437.80 | 76 | Extended after 40% run |
| STX/WDC | $432/$270 | 77/72 | Storage names extended |
| NEE | $89.97 | 80 | Overbought - wait pullback |
| ENPH | $51.67 | 77 | Extended after recovery |
| MSFT | $393.67 | 29 | Just hitting oversold, could go lower |
The Gold
The selloff is accelerating, not stabilizing. Key observations:
- SaaS capitulation deepening: NOW -18.5% 7D, SNOW -16.9% 7D, CRM -13.1% 7D. These are not small-cap specs - these are enterprise anchors.
- MSFT at RSI 29: When MSFT goes oversold, the market is stressed. This is a new signal today.
- AMD -20.3% 7D: The chip pullback is broadening beyond software.
- Memory remains the only green: MU/STX/WDC still ripping. The HBM trade is the last bull standing.
- The question is no longer IF these are oversold but WHEN they bottom. RSI 8 on ISRG, RSI 14 on CEG, RSI 16 on PANW - these are historically extreme readings on quality names.
Bottom line: This is a stock picker's market. The oversold list is now a shopping list of quality names. DCA into the best ones, but respect that capitulation can extend further.
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