AI Scan

Scan

AI Scan

raw scan snapshot — prices as of scan date, not live 62 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-03-13-ai-scan.mdscan slugai-scansource typescan-archive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)
Laggards TEAM (-53.5% 3M), WDAY (-39.4% 3M, RSI 36.5), ADBE (-29.0% 3M, RSI 33.4), INTU (-34.5% 3M), HUBS (-30.6% 3M)

Price Table — Semiconductors

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
NVDA $180.25 45.5 $184.95 -2.5% +0.7% -2.6% 🟡 Below SMA, neutral
AMD $193.39 42.0 $201.23 -3.9% -0.2% -4.8% 🟡 Below SMA, fading
AVGO $322.16 44.6 $329.44 -2.2% -0.3% -3.1% 🟡 Neutral, -22% from high
MRVL $87.86 57.8 $82.38 +6.7% -2.1% +11.2% 🟢 Above SMA, strong-up
ARM $115.31 42.3 $123.66 -6.8% -1.2% -5.6% 🟡 Weak, death cross
INTC $45.62 49.5 $45.54 +0.2% +4.2% -1.9% 🟢 At SMA, +37.5% vs SMA200
TSM $339.35 42.9 $362.44 -6.4% -0.1% -7.8% 🟡 Below SMA, fading
ASML $1,345.69 44.9 $1,415.90 -5.0% +1.6% -5.2% 🟡 Below SMA
QCOM $131.50 31.4 $139.29 -5.6% -3.5% -4.4% 🟡 Approaching oversold, -34% from high
CRDO $111.41 45.2 $117.00 -4.8% +2.1% -8.5% 🟡 Fading, death cross

Price Table — Mag7 & Cloud

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
AAPL $250.12 34.5 $262.75 -4.8% -0.4% -5.2% 🟡 Approaching oversold
MSFT $395.55 39.1 $400.20 -1.2% -2.3% -0.1% 🟡 Death cross, -29% from high
GOOGL $302.28 41.3 $306.03 -1.2% +1.2% +0.2% 🟡 Neutral
META $613.71 35.9 $647.41 -5.2% -0.9% -4.0% 🟡 Approaching oversold, death cross
AMZN $207.67 41.6 $209.29 -0.8% -2.6% +3.2% 🟡 Death cross, -20% from high
PLTR $150.95 53.1 $142.79 +5.7% -1.0% +13.5% 🟢 Above SMA but death cross
CRM $192.80 44.3 $192.37 +0.2% -0.3% +4.6% 🟡 Death cross, -35% from high

Price Table — SaaS & Software

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
NOW $113.60 48.4 $110.96 +2.4% -8.5% +7.3% 🟡 Volatile, -46% from high
ADBE $249.32 33.4 $265.36 -6.0% -2.8% -4.3% 🔴 Freefall — -41% from high
SNOW $178.62 49.2 $173.36 +3.0% -1.8% +0.9% 🟡 Stabilizing, -36% from high
DDOG $128.79 57.0 $118.75 +8.5% +3.3% +2.1% 🟢 Above SMA, recovering
NET $212.30 66.1 $188.66 +12.5% +9.3% +9.6% 🟢 Breaking out
CRWD $441.78 59.5 $406.12 +8.8% +2.5% +6.6% 🟢 Strong momentum
WDAY $136.05 36.5 $140.05 -2.9% -6.6% -5.6% 🔴 -39.4% 3M collapse
MDB $260.50 32.6 $303.92 -14.3% -3.6% -26.5% 🔴 Crushed — 14% below SMA
ZS $153.76 40.1 $158.89 -3.2% -6.7% -10.9% 🔴 -54% from high, death cross
TEAM $75.32 35.1 $78.33 -3.8% -7.7% -12.9% 🔴 -53.5% 3M collapse
VEEV $187.09 46.3 $182.66 +2.4% -2.9% +8.8% 🟡 -39% from high
INTU $438.47 47.4 $413.91 +5.9% -7.7% +10.2% 🟡 Volatile, -46% from high
HUBS $260.83 46.4 $257.67 +1.2% -11.6% +13.9% 🟡 Volatile, -61% from high

Price Table — AI Infrastructure & Energy

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
ANET $135.39 50.5 $134.66 +0.5% +1.4% +0.2% 🟡 At SMA, stable
SMCI $31.04 47.4 $31.54 -1.6% -3.6% +2.0% 🟡 Range-bound, -49% from high
CEG $301.77 46.3 $311.08 -3.0% -8.7% -0.3% 🟡 Death cross, -27% from high
BE $154.46 50.9 $156.48 -1.3% +1.0% +6.3% 🟢 +72.4% 3M, strong-up
IONQ $33.80 41.7 $34.79 -2.8% -3.1% +8.0% 🟡 -59% from high

Entry Zones

Stock Entry Zone Thesis
NVDA $170-178 RSI 45.5, neutral. Below $175 = strong DCA. Wait for directional break.
AMD $185-193 RSI 42, below SMA. MI300 ramp thesis.
AAPL $240-250 RSI 34.5, approaching oversold. Quality at a discount.
META $600-615 RSI 35.9, death cross. If AI capex thesis intact, approaching value territory.
MDB $240-260 RSI 32.6, -26.5% 30D. Needs thesis validation — could be deep value or structural.
ADBE $240-250 RSI 33.4, -41% from high. Creative suite monopoly at a discount if thesis holds.
TSM $320-340 RSI 42.9, -6.4% vs SMA. Foundry monopoly on sale.

Action Matrix

Action Stocks Why
🟢 NET 🔒 Hold RSI 66.1, +9.3% 7D breakout. Edge computing leader.
🟢 CRWD 🔒 Hold RSI 59.5, +6.6% 30D. Cybersec momentum.
🟢 MRVL 🔍 Watch RSI 57.8, above SMAs. Custom ASIC demand.
🟡 NVDA/AMD 🔍 Watch Neutral RSIs, no catalyst yet.
🟡 PLTR 🔍 Watch +13.5% 30D bounce but death cross.
🔴 MDB 🔍 Research RSI 32.6, -26.5% 30D. Validate thesis.
🔴 ADBE 🔍 Research RSI 33.4, -29% 3M. Creative cloud moat intact?
🔴 WDAY ❌ Don't Buy -39.4% 3M, death cross. Falling knife.
🔴 TEAM ❌ Don't Buy -53.5% 3M. Broken.
🔴 HUBS ❌ Don't Buy -30.6% 3M, -61% from high.

What Changed

Metric Previous (03/10) Now Change
NVDA $184.77 $180.25 🟡 -$4.52 — slight fade
MSFT $405.76 $395.55 🔴 -$10 — death cross now active
META $654.07 $613.71 🔴 -$40 — RSI dropped to 35.9
ADBE $275.13 $249.32 🔴 -$26 — accelerating selloff
MDB $270.56 $260.50 🔴 -$10 — 30D drop now -26.5%
MRVL $93.30 $87.86 🟡 -$5 — pulled back from surge
NET $207.49 $212.30 🟢 +$5 — breakout continues

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
  • Don't chase NET at RSI 66 after a +9.3% week
  • Don't bottom-fish TEAM or HUBS without understanding competitive dynamics

Open Questions:

  • Is the SaaS selloff driven by AI disruption fears, macro slowdown, or both?
  • Will MSFT's death cross lead to further weakness, or is cloud spending stabilizing?
  • Are ADBE and MDB earnings-driven selloffs or structural thesis changes?
10 events

No direct external sources are attached to this read.