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raw scan snapshot — prices as of scan date, not live 22 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-02-09-ai-scan.mdscan slugai-scansource typescan-archive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

Pattern: FTNT only cyber name working (RSI 72). CRWD and PANW getting sold hard.


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

cd stonks
the desk's own tooling
the desk's own tooling
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the desk's own tooling
10 events

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