Bargain Bin Scan

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Bargain Bin Scan

Scan symbols 19
ABNBADBECATCRMDISGEHDEISRGLOWEMANFLXNKENOWOKTAORCLPYPLSAPUBERUNH
Watchlists 1
@bargain-bin
raw scan snapshot — prices as of scan date, not live 64 rows · screens, not recommendations superseded by2026-04-26-bargain-binported fromresearch/classic/scans/_archive/2026-03-10-bargain-bin.mdscan slugbargain-binsource typescan-archive

Quality mega-caps are going on sale: ORCL (RSI 15), NFLX (RSI 19), ISRG (RSI 9), SAP (RSI 24), and UNH (RSI 29) are all in deep oversold territory — but only a handful have the quality-to-discount ratio worth acting on immediately.

Quick Snapshot
Overall Signal 🟢 BARGAINS EMERGING — 12 stocks with RSI < 40 across mega/large-cap quality names
Key insight ISRG (RSI 9) and ORCL (RSI 15) are in extreme capitulation — surgical robotics monopoly and enterprise database giant at generational oversold levels
Best Quality x Discount ISRG, ORCL, UNH, ADBE, NFLX
Value Traps (Avoid) NFLX data may be stale (02/03); verify before acting
Data Note Many tickers show RSI as n/a (data from 03/09 without computed RSI). Tickers with RSI are from 02/02–02/26 windows.

Price Table — Oversold Filter (RSI < 40 or significant drawdown)

Only showing tickers that meet the bargain criteria: RSI < 40 where available, OR 30D decline > 15%.

🚨 Extreme Oversold (RSI < 20) — Capitulation Territory

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
ISRG $476.32 9 $527.40 -9.7% -6.2% -19.7% 🟢 Capitulation
ORCL $152.95 15 $182.03 -16.0% -12.6% -20.4% 🟢 Capitulation
NFLX $80.78 19 $86.70 -6.8% -5.6% -11.7% 🟢 Capitulation

ISRG at RSI 9 is the single most oversold quality stock in the entire universe. Surgical robotics monopoly down 20% in 30 days, nearly 10% below SMA. This is the kind of RSI reading that historically produces 15-30% bounces within 4-6 weeks. ORCL at RSI 15 — enterprise software giant off 20% with RSI 16% below SMA. NFLX RSI 19 — note this data is from 02/03 and may be stale.

🟡 Oversold (RSI 20–30) — Strong Entry Zone

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
SAP $196.98 24 $229.93 -14.3% -15.8% -18.1% 🟢 Oversold
UNH $293.19 29 $301.59 -2.8% +6.0% -12.5% 🟢 Oversold
ADBE $269.39 30 $300.08 -10.2% -7.6% -19.8% 🟡 Approaching

SAP at RSI 24 is the European enterprise software powerhouse, down 18% in 30 days — this is extreme for a company of this quality. UNH at RSI 29 — managed care giant that rarely gets this oversold; bounced 6% in the past week, suggesting a bottom may be forming. ADBE at RSI 30 — Creative Cloud monopoly, 10% below SMA; right at the oversold line.

🟡 Approaching Oversold (RSI 30–40) — Watch Closely

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
ABNB $131.31 34.6 $134.17 -2.1% -1.6% -3.4% 🔍 Watch
UBER $80.84 35.0 $83.40 -3.1% -1.4% +0.1% 🔍 Watch
V $314.08 39.7 $326.51 -3.8% -5.1% -4.4% 🔍 Watch

ABNB and UBER are travel/mobility leaders drifting into oversold — not capitulation but getting interesting. V (Visa) at RSI 40 is rare for a payments duopoly.

Notable Drawdowns (RSI unavailable but 30D decline > 15%)

Stock Price 7D% 30D% Signal Notes
NOW $107.57 +0.2% -21.1% 🔍 Watch RSI 57 (02/26); despite drawdown, RSI not extreme — could fall further
OKTA $72.52 +1.9% -13.1% 🔍 Watch Identity security; no RSI available
NKE $56.53 -7.3% -9.7% 🔍 Watch Brand in transition; turnaround thesis
HD $353.56 -4.7% -9.3% 🟡 Watch Housing/home improvement cycle dependent
LOW $250.22 -2.7% -12.1% 🟡 Watch Same housing thesis as HD

Quality x Discount Ranking

Ranked by subjective quality score (moat, profitability, market position) multiplied by discount severity (RSI + drawdown).

Rank Stock Quality RSI 30D Chg vs SMA Score Thesis
1 ISRG A+ (monopoly) 9 -19.7% -9.7% ★★★★★ Surgical robotics leader, no real competitor, growing install base
2 ORCL A (enterprise DB) 15 -20.4% -16.0% ★★★★★ Cloud migration + AI database demand; Cerner healthcare integration
3 UNH A+ (healthcare infra) 29 -12.5% -2.8% ★★★★ Managed care + Optum; bouncing from lows; regulatory overhang
4 ADBE A (creative monopoly) 30 -19.8% -10.2% ★★★★ Creative Cloud + Document Cloud; AI features being rolled out
5 SAP A (enterprise ERP) 24 -18.1% -14.3% ★★★★ Enterprise ERP standard; cloud transition progressing
6 V A+ (payments duopoly) 39.7 -4.4% -3.8% ★★★ Visa rarely gets oversold; payments is a secular grower
7 NFLX A- (streaming leader) 19 -11.7% -6.8% ★★★ Stale data warning — verify RSI before acting
8 ABNB B+ (travel platform) 34.6 -3.4% -2.1% ★★ Travel spending resilient but not deeply discounted
9 UBER B+ (mobility platform) 35.0 +0.1% -3.1% ★★ Platform dominance but not deeply oversold yet

Entry Zones

Stock Entry Zone RSI Target Thesis
ISRG $460-480 RSI < 15 Surgical robotics monopoly at generational lows; da Vinci installed base = recurring revenue
ORCL $145-155 RSI < 20 Enterprise cloud + AI database play; massive Cerner healthcare integration ongoing
UNH $280-295 RSI < 30 Healthcare infrastructure giant; Optum synergies; buy on any dip back toward $280
ADBE $260-275 RSI < 30 Creative monopoly; Firefly AI generating new revenue; 20% below SMA is rare
SAP $190-200 RSI < 25 European enterprise ERP standard; cloud ARR accelerating
V $305-315 RSI < 35 Payments duopoly; cross-border recovery; buy on any further weakness
NFLX Verify data first — RSI 19 reading from 02/03 — confirm current price before acting

Action Matrix

Stock Signal Action Notes
ISRG 🟢 ✅ Strong Buy RSI 9, -20% 30D, surgical monopoly — best bargain in the scan
ORCL 🟢 ✅ Strong Buy RSI 15, -20% 30D, enterprise cloud transition
UNH 🟢 📈 Accumulate RSI 29, bouncing; healthcare infra giant
ADBE 🟢 📈 Accumulate RSI 30, -20% 30D; creative cloud monopoly
SAP 🟢 📈 Accumulate RSI 24, -18% 30D; enterprise ERP leader
NFLX 🟡 🔍 Research RSI 19 but data from 02/03 — verify current price
V 🟡 🔍 Watch RSI 40, not deeply oversold yet; set alert at $305
ABNB 🟡 🔍 Watch RSI 35, drifting lower; not a bargain yet
UBER 🟡 🔍 Watch RSI 35, flat 30D; need more discount
MA 🟡 🔍 Watch RSI 46, -5.2% 30D; Mastercard not yet at bargain levels
DIS 🟡 🔍 Watch RSI 42, -7.1% 30D; streaming turnaround needs validation
NKE 🟡 🔍 Watch No RSI, -10% 30D; brand turnaround story
NOW 🟡 🔍 Watch -21% 30D but RSI 57 on 02/26; conflicting signals
PYPL 🟡 🔒 Hold RSI 66, -21% 30D; bouncing but from deep hole
CRM 🟡 🔒 Hold RSI 57, -14% 30D; recovering post-earnings
CAT 🟠 ⚠️ Avoid RSI 71, +15% 30D; overbought, don't chase
GE 🟠 ⚠️ Avoid RSI 69, -1% 30D; extended

Stocks NOT Meeting Bargain Criteria (RSI > 50, no significant drawdown)

These quality companies are not on sale right now:

AAPL (RSI 45, flat), MSFT (n/a, -0.7%), GOOGL (n/a, -3.8%), AMZN (n/a, +3.2%), NVDA (n/a, -3.1%), META (n/a, -3.5%), TSLA (n/a, -6.2%), COST (RSI 50, +1.2%), WMT (n/a, -1.9%), AVGO (n/a, +1.6%), MRVL (n/a, +13%), CRWD (n/a, +5%), NET (n/a, +12%), PLTR (n/a, +12%), CEG (n/a, +19%), CAT (RSI 71, +15%)

What Changed (vs 03/03 scan)

Signal 03/03 03/10 Shift
ISRG RSI 9, -20% RSI 9, still capitulation Unchanged — still the #1 bargain
ORCL RSI 15, -20% RSI 15, still capitulation Unchanged — needs fresh data
SAP RSI 24, -18% RSI 24, still oversold Unchanged
UNH RSI 29, -12.5% RSI 29, bouncing Slight improvement — 6% weekly gain
ADBE RSI 30, -20% RSI 30, at oversold line Unchanged
NFLX RSI 19 RSI 19 (stale 02/03) Needs fresh data verification

The Gold

Key Discoveries

Discovery Implication
ISRG RSI 9 is the most extreme oversold quality stock across all scans Surgical robotics monopoly at generational discount — top pick
ORCL RSI 15 is enterprise software at capitulation levels Cloud transition + AI database = secular tailwinds at fire-sale price
5 quality mega-caps simultaneously at RSI < 30 Broad quality sell-off suggests forced selling, not fundamental deterioration
CAT at RSI 71 and CEG +19% show the rotation into industrials/energy The bargain bin is in software/healthcare, not cyclicals

Mistakes (Don't Repeat)

Mistake Lesson
Waiting for "lower" on already-capitulated names RSI < 15 on a monopoly business is the entry — don't try to time the exact bottom
Treating all RSI < 30 as equal Quality matters: ISRG at RSI 9 >> a broken business at RSI 9

Open Questions

  • Is the ISRG sell-off driven by sector rotation or company-specific news?
  • Is ORCL cloud transition on track or is this a re-rating of growth expectations?
  • NFLX data is from 02/03 — has it already bounced? (Insider scan shows +24% weekly)

Scan generated: 2026-03-10 | Data freshness: ISRG/ORCL/ADBE/SAP from 02/03-02/09; UNH from 02/13; most n/a RSI tickers from 03/09. Bargain filter: RSI < 40 where available, or 30D decline > 15%.

9 events
DateTypeEvent
Mar 11 ScanInsider Activity Scan Mar 3 ScanBargain Bin Scan Feb 26 ScanBargain Bin Scan Feb 22 ScanBargain Bin Scan Mar 20 ArticleMarket Status Report May 29 ScanBargain Bin Scan Mar 10 ArticleMarket Status Report (UPDATED w/ Fresh Close Prices) Feb 22 ArticleDaily Actions Mar 3 ArticleMarket Status Report

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