AI Scan
Scan
AI Scan
raw scan snapshot — prices as of scan date, not live 22 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-02-09-ai-scan.mdscan slugai-scansource typescan-archive
AI/tech bifurcation: NVDA bouncing (+3.4% 30D), but cloud SaaS getting crushed (SNOW RSI 32, DDOG RSI 48).
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 MIXED - Semis recovering but SaaS/cloud in freefall. NVDA above SMA, but CRWD/PANW/SNOW breaking down. |
| Risk appetite | 🟡 Selective - money flows to proven AI plays (NVDA, AVGO, TSM) away from speculative growth |
| Key insight | Earnings-driven divergence. Companies beating (NVDA, ARM, AVGO) vs missing/guiding down (SNOW, DDOG, PANW) |
AI Infrastructure Leaders
| Ticker | Price | RSI | SMA20 | 30D Chg | Status | Signal |
|---|---|---|---|---|---|---|
| NVDA | $191.16 | 61 | $184.99 | +3.4% | 🟢 Above SMA, bounce intact | Hold / accumulate dips |
| AVGO | $348.06 | 58 | $332.61 | +0.9% | 🟢 Above SMA, steady | Hold |
| TSM | $358.59 | 67 | $335.71 | +10.8% | 🟢 Strong, approaching overbought | Watch for pullback |
| ARM | $124.48 | 67 | $111.00 | +11.4% | 🟢 Strong bounce, above SMA | Watch RSI |
| ASML | $1434.12 | 62 | $1375.91 | +12.6% | 🟢 Resuming uptrend | Hold |
| MU | $386.12 | 55 | $387.68 | +11.9% | 🟡 At SMA, volatile | Watch $380 support |
Pattern: AI infra leaders broadly recovering. TSM and ARM leading (+10-11% 30D). NVDA steady above SMA. MU volatile but recovering from lows.
AI Software / Cloud
| Ticker | Price | RSI | SMA20 | 30D Chg | Status | Signal |
|---|---|---|---|---|---|---|
| CRWD | $407.17 | 39 | $442.77 | -13.5% | 🔴 Breaking down | Avoid - below SMA |
| PANW | $164.77 | 31 | $178.30 | -12.8% | 🔴 Oversold, breaking | 🔍 Watch for capitulation |
| DDOG | $113.67 | 48 | $124.28 | -9.4% | 🔴 Below SMA | Wait for base |
| SNOW | $173.87 | 32 | $197.39 | -20.6% | 🔴 Crushed, RSI 32 | 🔍 Deep oversold |
| NET | $173.18 | 48 | $179.65 | -5.2% | 🟡 Weakening | Below SMA |
| MDB | $358.86 | 42 | $382.02 | -12.1% | 🔴 Breaking down | Avoid |
| ESTC | $61.39 | 36 | $68.57 | -21.9% | 🔴 Crushed | 🔍 Oversold bounce? |
Pattern: Cloud/SaaS in freefall. SNOW -20.6%, ESTC -21.9%, CRWD -13.5% all 30D. RSIs in 30s. This is sector rotation out of high-multiple growth. Watch for capitulation washout.
Cybersecurity
| Ticker | Price | RSI | SMA20 | Status |
|---|---|---|---|---|
| CRWD | $407.17 | 39 | $442.77 | 🔴 Breaking down |
| PANW | $164.77 | 31 | $178.30 | 🔴 Oversold |
| FTNT | $85.60 | 72 | $79.71 | 🟢 Bucking trend, above SMA |
Entry Zones
| Ticker | Current | Entry Zone | Stop | Thesis |
|---|---|---|---|---|
| SNOW | $173.87 | $165-170 | $155 | RSI 32, deeply oversold, cloud leader |
| PANW | $164.77 | $155-160 | $145 | RSI 31, cybersecurity leader on sale |
| ESTC | $61.39 | $58-60 | $52 | RSI 36, search/observability at discount |
Commands
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Related
10 eventsNo direct external sources are attached to this read.