Bargain Bin Scan
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Bargain Bin Scan
raw scan snapshot — prices as of scan date, not live 76 rows · screens, not recommendations superseded by2026-04-26-bargain-binported fromresearch/classic/scans/_archive/2026-03-03-bargain-bin.mdscan slugbargain-binsource typescan-archive
Great companies. Bad prices.
Filter: Quality mega/large-cap + RSI < 40 + below SMA 20. Cross-sector.
7 names in extreme oversold (RSI<30) — ISRG, ORCL, NFLX, SAP, LOW, UNH, AVGO now on sale. Big shift from 02-26: PYPL bounced OUT (RSI 66), CRM/INTU/NOW/WDAY recovered. New arrivals: LOW, AVGO, SAP deepening. AMD, ADBE, HD, TMO in approaching zone.
What Changed Since 2026-02-22
| Stock | Feb 22 RSI | Mar 03 RSI | Feb 22 Price | Mar 03 Price | Change |
|---|---|---|---|---|---|
| PYPL | 13 | 66.1 | $40.29 | $44.72 | EXITED — Strong bounce, now overbought |
| INTU | 18 | — | $380.55 | $433.35 | EXITED — Earnings surge, no longer oversold |
| NFLX | 19 | 18.9 | $80.78 | $80.78 | FLAT — No recovery despite extreme RSI |
| TMO | 19 | 31.2 | $510.93 | $507.81 | Slight recovery — moved to approaching zone |
| WDAY | 21 | — | $137.81 | $143.61 | EXITED — RSI recovering |
| NOW | 24 | 56.7 | $102.63 | $107.57 | EXITED — Strong earnings-driven recovery |
| SAP | 24 | 24.5 | $196.98 | $196.98 | FLAT — No recovery, still extreme |
| ORCL | 15 | 15.2 | $152.95 | $152.95 | FLAT — Still at extreme lows |
| LOW | — | 25.3 | — | $257.77 | NEW — Home improvement weakness |
| AVGO | — | 28.7 | — | $313.78 | NEW — Semi pullback from highs |
| AMD | 33.7 | 33.0 | $200.15 | $191.02 | Worsening — now at RSI 33, -21% 30D |
| ADBE | 30 | 30.0 | $269.39 | $269.39 | FLAT — Stuck at 30, -10.2% below SMA |
| CRM | 27 | 57.3 | $185.16 | $198.15 | EXITED — Recovered |
| AMZN | 25 | — | $210.11 | $208.73 | Slight drop, no RSI data available |
On Sale — Extreme Oversold (RSI < 30)
| Rank | Stock | Price | RSI | vs SMA20 | 7D Chg | 30D Chg | Sector | Why It's Great | Conviction |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISRG | $476.32 | 9 ↓ | -9.7% | -6.2% | -19.7% | Med Devices | Surgical robotics monopoly. 80%+ market share. Da Vinci unchallenged. | 🟡 Medium (insiders selling) |
| 2 | ORCL | $152.95 | 15 ↓ | -16.0% | -12.6% | -20.4% | Enterprise | Oracle Cloud hyper-scaling. Database monopoly. Best-in-class cloud contracts. | 🟢 High |
| 3 | NFLX | $80.78 | 19 ↓ | -6.8% | -5.6% | -11.7% | Streaming | 300M+ subscribers. Ad tier + gaming. Content moat. | 🟡 Medium (insiders selling) |
| 4 | SAP | $196.98 | 24.5 ↓ | -14.3% | -15.8% | -18.1% | Enterprise | Global ERP king. 400K customers. Cloud transition underway. | 🟢 High |
| 5 | LOW | $257.77 | 25.3 ↓ | -6.4% | -7.5% | -6.2% | Home Improvement | Home Depot's only rival. $90B revenue. Cyclical but resilient. | 🟢 High |
| 6 | UNH | $293.19 | 28.7 ↓ | -2.8% | +6.0% | -12.5% | Healthcare | Largest US health insurer. $370B revenue. Policy overhang. | 🟡 Medium |
| 7 | AVGO | $313.78 | 28.7 ↓ | -4.2% | -3.6% | -2.0% | Semis | Custom AI ASIC leader. VMware integration. AI cycle winner. | 🟢 High |
Approaching Oversold (RSI 30-40 + Below SMA)
| Rank | Stock | Price | RSI | vs SMA20 | 7D Chg | 30D Chg | Sector | Why It's Great |
|---|---|---|---|---|---|---|---|---|
| 8 | ADBE | $269.39 | 30.0 ↓ | -10.2% | -7.6% | -19.8% | SaaS | Creative cloud monopoly. Firefly AI. PDF standard owner. |
| 9 | TMO | $507.81 | 31.2 ↓ | -3.2% | -1.5% | -10.9% | Life Sciences | Lab equipment monopoly. $45B revenue. GLP-1 research tailwinds. |
| 10 | HD | $366.57 | 31.2 ↓ | -4.0% | -4.7% | -3.8% | Home Improvement | Dominant home improvement. 2,300+ stores. PRO segment growing. |
| 11 | AMD | $191.02 | 33.0 ↓ | -7.3% | -10.7% | -21.1% | Semis | EPYC server + Instinct GPU. Data center AI share gains vs Intel. |
| 12 | ABNB | $131.31 | 34.6 ↓ | -2.1% | -1.6% | -3.4% | Travel | Asset-light marketplace. High margin. Travel tailwind. |
| 13 | UBER | $80.84 | 35.0 ↓ | -3.1% | -1.4% | +0.1% | Rideshare | Rides + Delivery + Autonomous pipeline. Network moat. |
| 14 | V | $314.08 | 39.7 ↓ | -3.8% | -5.1% | -4.4% | Payments | Global payment rail duopoly. 90%+ gross margin. Inflation-immune. |
NOT On Sale (Quality, But Full Price or Recovered)
| Stock | Price | RSI | vs SMA20 | Status |
|---|---|---|---|---|
| PYPL | $44.72 | 66.1 | +2.5% | 🔴 Bounced hard — overbought now |
| CAT | $704.14 | 71.4 | +9.9% | 🔴 Way extended |
| JNJ | $246.71 | 65.9 | +2.0% | 🔴 Full price |
| ABBV | $233.59 | 63.2 | +3.1% | ⚠️ Near overbought |
| RTX | $206.32 | 63.5 | +2.9% | ⚠️ Defense premium |
| GE | $315.41 | 69.0 | +2.3% | 🔴 Near overbought |
| NOW | $107.57 | 56.7 | +0.6% | ➡️ Recovered from extreme oversold |
| CRM | $198.15 | 57.3 | +2.7% | ➡️ Recovered |
| INTU | $433.35 | — | — | ➡️ Earnings bounce, exited scan |
| ANET | $141.59 | 48.2 | +2.4% | ➡️ Neutral |
| COST | $988.33 | 49.7 | +0.2% | ➡️ Fair value |
| AAPL | $263.65 | 41.5 | -1.8% | 🟡 Approaching, not yet oversold |
| DIS | $105.45 | 42.1 | -3.1% | 🟡 Pullback |
| ASML | $1,360.91 | 42.6 | -4.9% | 🟡 Approaching |
| MSFT | $403.95 | 44.1 | +0.9% | ➡️ Slight bounce |
| MA | $518.36 | 45.7 | -3.4% | 🟡 Pullback |
| LLY | $1,007.30 | 46.6 | -2.5% | 🟡 Slight dip |
Bargain Scorecard (Quality x Discount)
Best deals ranked by quality tier and depth of discount:
| Stock | Quality Tier | RSI | vs SMA20 | 30D Chg | Bargain Score | Entry Zone |
|---|---|---|---|---|---|---|
| ORCL | Market leader — enterprise cloud | 15 | -16.0% | -20.4% | A+ | $148–158 |
| ADBE | Monopoly — creative cloud | 30.0 | -10.2% | -19.8% | A | $263–272 |
| SAP | Market leader — global ERP | 24.5 | -14.3% | -18.1% | A | $190–202 |
| AMD | High moat — AI/server semis | 33.0 | -7.3% | -21.1% | A- | $185–195 |
| AVGO | Market leader — custom AI ASICs | 28.7 | -4.2% | -2.0% | A- | $308–320 |
| ISRG | Monopoly — surgical robotics | 9 | -9.7% | -19.7% | B+ (caution) | $460–480 |
| LOW | Market leader — home improvement | 25.3 | -6.4% | -6.2% | B+ | $250–262 |
| TMO | Monopoly — life sciences tools | 31.2 | -3.2% | -10.9% | B+ (caution) | $500–515 |
| NFLX | Market leader — streaming | 19 | -6.8% | -11.7% | B (caution) | $78–85 |
| HD | Market leader — home improvement | 31.2 | -4.0% | -3.8% | B | $360–372 |
| UNH | Market leader — health insurance | 28.7 | -2.8% | -12.5% | B- | $285–298 |
| V | Monopoly — payment rails | 39.7 | -3.8% | -4.4% | B- | $308–318 |
Entry Zones for Top Picks
EXTREME OVERSOLD (RSI < 20) — Capitulation Territory
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| ORCL | $152.95 | <$158 | 15 ↓ | -20.4% | ✅ Strong Buy | RETURNING. Oracle Cloud hyper-scaling. Earnings shock drop. -12.6% in 7 days, still falling. Database moat intact. |
| ISRG | $476.32 | <$480 | 9 ↓ | -19.7% | ⚠️ Caution | RETURNING. RSI unchanged at extreme 9. Insider selling -$241M. Downgraded from Strong Buy. Monopoly intact but don't add here. |
| NFLX | $80.78 | <$84 | 19 ↓ | -11.7% | ⚠️ Caution | RETURNING. Insiders selling -$1.3B while RSI at 19. Ad tier thesis intact but insider signal negative. |
OVERSOLD (RSI 20–30) — Entry Zone
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| SAP | $196.98 | <$202 | 24.5 ↓ | -18.1% | 📈 Accumulate | RETURNING. Global ERP, -18% 30D. Cloud transition narrative under pressure. No insider red flags. |
| LOW | $257.77 | <$262 | 25.3 ↓ | -6.2% | 📈 Accumulate | NEW. Home improvement pullback. Housing weakness short-term; renovation cycle long-term thesis intact. |
| UNH | $293.19 | <$298 | 28.7 ↓ | -12.5% | 🔍 Watch | RETURNING. Policy/regulatory risk elevated. RSI recovering (was even lower). Wait for stabilization. |
| AVGO | $313.78 | <$320 | 28.7 ↓ | -2.0% | 📈 Accumulate | NEW. Custom AI ASIC leader. VMware synergies. Relatively mild 30D decline vs RSI level. |
APPROACHING OVERSOLD (RSI 30–40) — Watch
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| ADBE | $269.39 | <$272 | 30.0 ↓ | -19.8% | ✅ Strong Buy | RETURNING. RSI stuck at 30 for 2 weeks; Firefly AI underappreciated. Creative cloud monopoly at -20% 30D. No insider red flags. |
| AMD | $191.02 | <$195 | 33.0 ↓ | -21.1% | 📈 Accumulate | DEEPENING. -10.7% in 7 days. EPYC + MI300 cycle ahead. Data center share gains. Insiders selling -$295M (caution). |
| TMO | $507.81 | <$515 | 31.2 ↓ | -10.9% | 🔍 Watch | DOWNGRADED. Insider selling -$308.9M. Was strong buy — insider signal reduces conviction. |
| HD | $366.57 | <$372 | 31.2 ↓ | -3.8% | 📈 Accumulate | NEW. Home Depot at RSI 31, below SMA. Housing-adjacent. PRO contractor business resilient. |
| V | $314.08 | <$318 | 39.7 ↓ | -4.4% | 🔍 Watch | APPROACHING. Visa approaching oversold. 90%+ gross margin. Just below SMA. Set alert at RSI 35. |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ✅ STRONG BUY | ORCL, ADBE | RSI < 20-30, monopoly/leader grade, no insider red flags |
| 📈 ACCUMULATE | SAP, LOW, AVGO, AMD, HD | RSI < 35, quality moat, below SMA, acceptable DCA |
| 🔍 WATCH | UNH, V, TMO, AAPL, ASML, MA | Approaching or borderline — set alerts, not urgent |
| ⚠️ CAUTION | ISRG, NFLX, TMO | RSI extreme BUT insiders selling — reduce conviction |
| 🟡 NEUTRAL | DIS, MSFT, LLY, COST, ANET | Pulling back or fair value — not in zone |
| ⚠️ AVOID | CAT, GE, JNJ, ABBV | RSI 63-71, overbought |
| 🔴 DO NOT BUY | PYPL (now RSI 66) | Was extreme bargain, now overbought — wait for reset |
Summary
7 of 70 quality names (10%) are in extreme oversold (RSI<30) — down from 17 on 02-22 as many recovered. But the quality of remaining names is high: ORCL, SAP, AVGO, and ADBE are best-in-class.
Key development: PYPL had a massive bounce (RSI 13→66) and is now overbought. This is what these quality oversold plays do when they recover. The opportunity for PYPL at RSI 13 was real — now passed.
Insider signal changes everything for ISRG and NFLX — both were "strong buy" at RSI 9 and 19 respectively, but insider selling at both downgrades them to caution. This is precisely why combining price technicals with insider activity matters.
Best current entry: ORCL (RSI 15, -20% 30D, no insider red flags) and ADBE (RSI 30, -20% 30D, monopoly at deep discount).
Scan universe: 70 mega/large-cap quality names. Filter: RSI < 40 + below SMA 20. Date: 2026-03-03.
Related
9 eventsNo direct external sources are attached to this read.