Research Log
Article
Research Log
Research Log — 2026-03-04
| Area | Status | Headline |
|---|---|---|
| Deep Dive | ✅ | AVGO — RSI 33, -24% from ATH. AI ASIC dominance + VMware. FQ1'26 earnings today. 📈 Accumulate $300–320. |
| Deep Dive | ✅ | DDOG — RSI 43 (was 31), -40% from ATH. AI observability leader, 29% YoY growth, 80% GM. Insider selling -$633M is key risk. ✅ Strong Buy $108–120. |
| New Scan | ✅ | tech-insider-buys — New watchlist + scan created. Only 3 buyers in all of tech: ASAN (🏆 golden, RSI 15 + $8.3M), TSLA (+$192M), CRSP (+$26.6M). 41 sellers. Drought is severe. |
Related
10 events DateTypeEvent
Mar 4 ScanTech Insider Buying Scan Mar 3 ScanInsider Activity Scan Mar 3 ScanInsider Activity Scan Mar 10 ScanInsider Activity Scan Mar 10 ScanTech Insider Buys Scan Feb 26 ScanInsider Scan Mar 10 ScanInsider Activity Scan Mar 11 ScanInsider Activity Scan Mar 11 ScanTech Insider Buys Scan Feb 22 ScanInsider Scan No direct external sources are attached to this read.