Tech Insider Buys Scan
Tech Insider Buys Scan
MRVL erupts +15.4% on Broadcom AI-chip partnership buzz while the rest of tech stays in downtrend; FSLY/DOCN/NET/HIMS are the breakout stories of the past week, but insiders have been selling into PLTR, SNOW, CRWD, and PANW recoveries — only AVGO shows a genuine buy-side + momentum combination.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 DIVERGENT — Strong names breaking up while majority in downtrend — MRVL +15.4% 7D, DOCN +29% 7D, NET +10.9% 7D breaking out; but TEAM, HUBS, WDAY, ZS in structural breakdown |
| Breakouts | MRVL (+15.4% 7D, RSI 59.9), DOCN (+29% 7D, RSI 61.7), NET (+10.9% 7D, RSI 66.4), FSLY (+13.3% 7D, RSI 80.7 — overbought) |
| Deep Pain | TEAM (RSI 35.1, -53.5% 3M), HUBS (RSI 46.4, -30.6% 3M), ZS (RSI 39.2, -36.5% 3M) |
| Key signal | AVGO: RSI 54 + strong-up trend + +4.2% 7D — only name with confirmed uptrend AND momentum |
Price Table (Data as of 2026-03-12)
Mega-Cap / Platform Tech
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | $255.20 | 39.1 | -3.1% | +0.8% | -2.5% | -8.2% | weak-down | 🟡 Approaching Oversold | 🔍 Watch |
| MSFT | $405.01 | 45.2 | +1.1% | -0.6% | +1.0% | -15.2% | strong-down | 🔴 Downtrend | 🔍 Watch |
| GOOGL | $303.56 | 42.4 | -0.9% | +3.0% | -1.7% | -1.8% | weak-down | 🟡 Neutral | 🔍 Watch |
| AMZN | $210.18 | 44.1 | +0.6% | -1.7% | +5.3% | -7.1% | strong-down | 🔴 Downtrend | 🔍 Watch |
| META | $639.97 | 44.1 | -1.4% | -1.1% | -1.5% | -0.6% | strong-down | 🔴 Downtrend | 🔍 Watch |
| NVDA | $184.12 | 49.6 | -0.7% | +2.4% | -1.5% | +5.2% | weak-down | 🟡 Neutral | 🔒 Hold |
Semiconductors
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| AVGO | $338.17 | 54.0 | +2.5% | +4.2% | +2.1% | -5.9% | strong-up | 🟢 Above SMA | 🔒 Hold |
| MRVL | $89.04 | 59.9 | +8.6% | +15.4% | +13.8% | +5.5% | strong-up | 🟢 Breaking Out | ✅ Hold/Watch |
| AMD | $198.93 | 45.0 | -1.5% | +2.1% | -3.4% | -5.6% | weak-down | 🟡 Neutral | 🔍 Watch |
| QCOM | $131.50 | 31.4 | -5.6% | -3.5% | -4.4% | -25.8% | strong-down | 🟢 Deep Oversold | 🔍 Research |
| TSM | $339.35 | 42.9 | -6.4% | -0.1% | -7.8% | +16.2% | weak-down | 🟡 Below SMA | 🔍 Watch |
| ARM | $115.31 | 42.3 | -6.8% | -1.2% | -5.6% | -11.9% | strong-down | 🔴 Downtrend | 🔍 Watch |
| ASML | $1,352.42 | 45.6 | -4.7% | -0.3% | -3.9% | +25.3% | weak-down | 🟡 Below SMA | 🔍 Watch |
| INTC | $45.62 | 49.5 | +0.2% | +4.2% | -1.9% | +20.7% | strong-up | 🟢 At SMA | 🔍 Watch |
Cloud / SaaS Breakouts
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| NET | $212.78 | 66.4 | +13.6% | +10.9% | +14.9% | +5.1% | up | 🟠 Near Overbought | ⚠️ Trim |
| FSLY | $24.84 | 80.7 | +26.3% | +13.3% | +54.9% | +146.4% | strong-up | 🔴 Extreme Overbought | ⚠️ Trim/Avoid |
| DOCN | $67.83 | 61.7 | +11.0% | +29.0% | +6.4% | +42.3% | strong-up | 🟠 Near Overbought | ⚠️ Watch |
| AKAM | $107.85 | 61.8 | +4.7% | +3.6% | +3.1% | +25.6% | strong-up | 🟢 Above SMA | 🔒 Hold |
| DDOG | $128.79 | 57.0 | +8.5% | +3.3% | +2.1% | -11.8% | weak-up | 🟢 Recovering | 🔒 Hold |
| TWLO | $125.74 | 56.8 | +5.8% | +0.4% | +13.9% | -5.4% | strong-up | 🟢 Above SMA | 🔒 Hold |
| CFLT | $30.67 | 53.0 | -0.1% | -0.2% | +0.5% | +2.1% | strong-up | 🟢 At SMA | 🔒 Hold |
SaaS — Structural Downtrends
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| CRM | $199.83 | 50.1 | +4.1% | -3.8% | +7.8% | -23.7% | strong-down | 🔴 Downtrend | 🔍 Watch |
| NOW | $113.78 | 47.8 | +3.0% | -3.7% | +10.2% | -34.2% | strong-down | 🔴 Downtrend | ⚠️ Avoid |
| SNOW | $177.92 | 49.2 | +2.6% | +2.8% | +2.9% | -18.4% | strong-down | 🔴 Downtrend | 🔍 Watch |
| HUBS | $260.83 | 46.4 | +1.2% | -11.6% | +13.9% | -30.6% | strong-down | 🔴 Downtrend | ⚠️ Avoid |
| WDAY | $136.05 | 36.5 | -2.9% | -6.6% | -5.6% | -39.4% | strong-down | 🔴 Deep Breakdown | ❌ Avoid |
| INTU | $438.47 | 47.4 | +5.9% | -4.5% | +10.2% | -34.5% | strong-down | 🔴 Breakdown | ❌ Avoid |
| ESTC | $52.52 | 38.6 | -6.2% | -1.2% | -13.0% | -31.2% | strong-down | 🔴 Deep Breakdown | ❌ Avoid |
| TEAM | $75.32 | 35.1 | -3.8% | -7.7% | -12.9% | -53.5% | strong-down | 🔴 Capitulation | ❌ Avoid |
| MDB | $262.18 | 32.9 | -15.1% | +1.8% | -26.5% | -37.4% | down | 🔴 Deep Breakdown | 🔍 Research |
| ZS | $151.38 | 39.2 | -5.8% | -4.3% | -11.4% | -36.5% | strong-down | 🔴 Structural Breakdown | ❌ Avoid |
| VEEV | $187.09 | 46.3 | +2.4% | -2.9% | +8.8% | -16.2% | strong-down | 🔴 Downtrend | 🔍 Watch |
Cybersecurity
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| CRWD | $441.80 | 59.4 | +9.2% | +4.6% | +7.4% | -12.5% | weak-up | 🟢 Recovering | 🔒 Hold |
| PANW | $167.13 | 56.7 | +6.8% | +0.9% | +2.7% | -12.9% | strong-down | 🟢 Recovering | 🔍 Watch |
| FTNT | $84.07 | 57.1 | +3.3% | +0.0% | -0.2% | +2.3% | weak-up | 🟢 Above SMA | 🔒 Hold |
| OKTA | $78.83 | 48.0 | +1.5% | +3.3% | -7.2% | -12.6% | strong-down | 🔴 Downtrend | 🔍 Watch |
Consumer / Digital Tech
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| TSLA | $399.93 | 43.9 | -1.6% | +1.0% | -4.1% | -12.9% | weak-down | 🟡 Neutral | 🔍 Watch |
| SHOP | $126.83 | 48.9 | +2.9% | -2.5% | +14.6% | -22.8% | strong-down | 🟡 Recovery | 🔍 Watch |
| HIMS | $25.06 | 64.3 | +43.4% | +60.0% | +58.6% | -32.7% | weak-up | 🔴 Extreme Overbought | ⚠️ Avoid Chase |
| PLTR | $154.74 | 57.3 | +9.2% | -1.6% | +19.8% | -15.7% | weak-up | 🟠 Near Overbought | ⚠️ Trim |
| UBER | $73.07 | 43.5 | -0.6% | -1.7% | +2.6% | -14.2% | strong-down | 🟡 Neutral | 🔍 Watch |
| UI | $758.67 | 58.6 | +1.2% | -1.5% | +7.6% | +35.3% | strong-up | 🟢 Above SMA | 🔒 Hold |
| ANET | $135.39 | 50.5 | +0.5% | +1.4% | +0.2% | +8.5% | strong-up | 🟢 At SMA | 🔒 Hold |
High-Risk / Speculative
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| IONQ | $33.80 | 41.7 | -2.8% | -3.1% | +8.0% | -32.9% | strong-down | 🔴 Downtrend | ⚠️ Speculative |
| CRDO | $111.41 | 45.2 | -4.8% | +2.1% | -8.5% | -22.6% | strong-down | 🔴 Downtrend | 🔍 Research |
Tier Analysis
Tier 1 — Confirmed Uptrends / Strong Momentum
MRVL ($89.04, RSI 59.9, +15.4% 7D, +13.8% 30D, strong-up) — Marvell exploded on AI custom chip announcements. +8.6% above SMA20, both SMAs aligning upward. The AI ASIC story is validating in real-time. Already moved but trend is confirmed. HOLD existing, don't chase new entry here.
AVGO ($338.17, RSI 54, strong-up, +4.2% 7D) — Broadcom is the most consistent tech compounder in this scan. +4.9% above SMA200, above SMA20 and SMA50. One of the few names where the trend is still up while most tech is in downtrend. Core hold.
DOCN ($67.83, RSI 61.7, +29% 7D) — DigitalOcean erupting. +29% 7D after earnings. +63.1% above SMA200. Momentum is real but this is a pure momentum name — RSI 61.7 after a 29% week means you're chasing.
FSLY ($24.84, RSI 80.7) — Fastly up +146.4% 3M. RSI 80.7 = extreme overbought. Trim if you have it; don't enter new position.
AKAM / TWLO / CFLT — CDN and streaming infrastructure holding up in a sea of SaaS pain. Strong-up or above SMA20. Core holds.
UI ($758.67, strong-up, +35.3% 3M) — Ubiquiti quietly running. +34.4% above SMA200. One of the few tech names with sustained 3M momentum.
Tier 2 — Recovery Attempts (Watch, Don't Chase)
NET ($212.78, RSI 66.4, +10.9% 7D) — Cloudflare recovering hard but insiders selling -$741.8M. RSI approaching overbought at 66.4. The bounce may be real but fading at these levels with insider pressure.
CRWD / PANW / FTNT — Cybersecurity names recovering from January/February lows. CRWD +4.6% 7D, RSI 59.4. PANW stabilizing. FTNT flat. All in recovery mode but all still in death cross / structural downtrend on the medium-term.
PLTR ($154.74, +19.8% 30D, RSI 57.3) — Strong recovery from recent lows but -$3.7B insider selling. The stock is +9.2% above SMA20 after a big run. Hard to add here.
Tier 3 — Structural Breakdown (Avoid)
- TEAM — RSI 35, -53.5% 3M. Atlassian is being abandoned by the market. Thesis concerns mounting.
- WDAY, ESTC, ZS, INTU — Enterprise SaaS getting re-rated lower. Not trading issues, potential fundamental re-rating.
- NOW — ServiceNow -34.2% 3M, RSI 47.8 despite bounce. Death cross + strong-down structural trend.
- HUBS — HubSpot -30.6% 3M, -60.5% from 52wk high. Mid-market CRM losing its premium.
Entry Zones
| Stock | Entry Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|
| 🔒 MRVL | Hold / don't chase above $90 | 59.9 — elevated | +13.8% | 🔒 Hold Existing | AI ASIC thesis validating; don't add at top of breakout |
| 🔒 AVGO | Hold / add on dips to $320–330 | 54 | +2.1% | 🔒 Hold | Strongest consistent compounder in scan |
| 🔍 NVDA | $175–185 | 49.6 | -1.5% | 🔍 Watch | AI infrastructure anchor; near SMA — watch for RSI dip |
| 🔍 QCOM | $125–135 | 31.4 | -4.4% | 🔍 Research | Deep oversold semi; wait for RSI floor or catalyst |
| 🔍 MDB | $250–265 | 32.9 | -26.5% | 🔍 Research | MongoDB post-earnings wreckage; oversold but thesis in question |
| 🔒 CRWD | Hold existing | 59.4 | +7.4% | 🔒 Hold | Cybersec recovery, don't add at RSI 59 |
| ⚠️ NET | Don't add, trim > $215 | 66.4 — elevated | +14.9% | ⚠️ Trim | Insider selling -$742M; near overbought |
| ⚠️ PLTR | Don't add, watch $140 | 57.3 | +19.8% | ⚠️ Caution | Big recovery but -$3.7B insider selling |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔒 HOLD | AVGO, MRVL, NVDA, CRWD, FTNT, NET, AKAM, TWLO, UI, ANET, CFLT, DDOG | Trend intact or recovering; core tech holds |
| 🔍 RESEARCH | QCOM, MDB, CRDO, GOOGL, AMD, INTC, TSM | Oversold or potential rebound candidates |
| 🔍 WATCH | AAPL, MSFT, TSLA, SHOP, CRM, SNOW, PANW, OKTA, VEEV | On watchlist; no conviction entry yet |
| ⚠️ TRIM | NET, PLTR, FSLY, NFLX, HIMS | Overbought or insider-selling into strength |
| ❌ AVOID | TEAM, WDAY, ESTC, ZS, NOW, HUBS, INTU | Structural breakdowns; thesis concerns |
What Changed (vs Prior Scan)
| Change | Prior State | Current | Implication |
|---|---|---|---|
| MRVL RSI 59.9, +15.4% 7D | Was neutral/watch | Confirmed breakout | AI custom chip narrative driving institutional buying |
| FSLY RSI 80.7, +54.9% 30D | Was recovering | Extreme overbought | Trim zone; not a new buy |
| DOCN +29% 7D | Was quiet | Strong earnings breakout | Momentum name — watch for consolidation |
| HIMS +60% 7D | Was oversold | Overbought reversal | GLP-1/telehealth catalyst; don't chase |
| TEAM -53.5% 3M | Was declining | Accelerating breakdown | Avoid entirely |
| NET +10.9% 7D, insiders selling | Was recovering | Near overbought | Insider pressure = trim signal |
Key Discoveries
| Discovery | Implication |
|---|---|
| MRVL/AVGO diverging from rest of tech | AI custom chip/ASIC story is the one sub-sector working in tech right now |
| FSLY RSI 80.7 after +146% 3M | Fastly squeeze is extreme; this is a momentum blow-off, not a fundamental re-rating |
| TEAM -53.5% 3M with RSI 35 | Atlassian in genuine structural decline; not a dip-buy opportunity |
| HIMS +60% 7D — GLP-1 telehealth | Weight loss drug narrative driving violent moves in small healthcare-tech names |
| Insider selling across NET, PLTR, SNOW recoveries | Smart money not believing the bounces; distribution into strength |
Open Questions
- MRVL: Does the AI ASIC custom chip narrative sustain or fade like previous breakouts?
- TEAM: Is Atlassian losing to CRM/SFDC or a broader enterprise IT spending freeze?
- DOCN: Earnings-driven break — does this have follow-through or is it a dead-cat bounce?
- MDB RSI 32.9 after -37.4% 3M: Is the thesis broken or is this an oversold quality name?
Scan universe: 46 tech/growth stocks across semiconductors, SaaS, cloud, cybersecurity, and digital tech. Date: 2026-03-12.
Related
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