raw scansnapshot — prices as of scan date, not live62 rows · screens, not recommendationssuperseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-03-13-ai-scan.mdscan slugai-scansource typescan-archive
Core AI stack weakening further: MSFT -17.8% below SMA200 with death cross, META RSI 35.9, AAPL RSI 34.5. ADBE in freefall (-29% 3M, RSI 33.4). SaaS names getting destroyed — WDAY -39.4% 3M, HUBS -30.6% 3M, TEAM -53.5% 3M. Bright spots: NET surging (RSI 66.1, +9.3% 7D), MRVL holding above SMAs, BE +72% 3M on energy infrastructure.
Quick Snapshot
Signal
Reading
Overall
🔴 DETERIORATING — Death crosses firing across SaaS (MSFT, AMZN, PLTR, CRM, ZS, OKTA, WDAY). Core semis (NVDA 45.5, AMD 42.0) neutral but losing momentum. Cloud/SaaS names in deep drawdowns. NET and CRWD the only momentum names.
Leaders
NET (+9.3% 7D, RSI 66.1), CRWD (+2.5% 7D, RSI 59.5), MRVL (+11.2% 30D, RSI 57.8), BE (+72.4% 3M)
Bottom line: The AI sector is bifurcating sharply. Core semis (NVDA, AMD) are drifting neutral while SaaS is in deep distress — TEAM -53.5% 3M, WDAY -39.4%, ADBE -29%, INTU -34.5%. Death crosses have fired across the cloud/SaaS complex. The only momentum names are NET (edge computing) and CRWD (cybersec). MRVL holding on custom ASIC demand. The market is ruthlessly repricing software multiples while infrastructure (BE, ANET) holds better.
The Gold
Key Discoveries:
SaaS massacre accelerating: TEAM -53.5%, WDAY -39.4%, INTU -34.5%, ADBE -29%, HUBS -30.6% 3M — worst SaaS drawdown since 2022
Death crosses firing everywhere: MSFT, AMZN, META, PLTR, CRM, ZS, ARM — bearish technical regime
NET (+9.3% 7D) and CRWD (+2.5% 7D) decoupling from SaaS weakness — security/edge computing as separate thesis
BE +72.4% 3M — fuel cell/energy infrastructure is the best-performing AI-adjacent play
Mistakes to Avoid:
Don't assume SaaS names are "cheap" just because they're down 40-60% — multiples may still be rich