Tech Insider Buys

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Tech Insider Buys

Scan symbols 21
ADBEAMDANETASANASMLAVGOBECFLTCRMHUBSINTCINTUMDBMRVLNETNOWNVDAQCOMTEAMTSMWDAY
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@tech-insider-buys
raw scan snapshot — prices as of scan date, not live 29 rows · screens, not recommendations superseded by2026-04-26-tech-insider-buysported fromresearch/classic/scans/_archive/2026-03-13-tech-insider-buys.mdscan slugtech-insider-buyssource typescan-archive

Tech insider universe in broad weakness: SaaS getting destroyed (WDAY -39.4% 3M, TEAM -53.5% 3M, INTU -34.5% 3M, CRM -24.2% 3M). Semis holding better (NVDA +2.3% 3M, ASML +23.9% 3M). Bright spots: BE +72.4% 3M, NET +7.9% 3M, INTC +20.7% 3M. CRDO and PLTR volatile.

Quick Snapshot

Signal Reading
Overall 🟡 MIXED — Wide dispersion. SaaS/software in structural decline (WDAY, TEAM, INTU, CRM, ADBE, HUBS all death crosses). Semis neutral (NVDA, AMD below SMAs). Infrastructure (BE, ANET, INTC) outperforming.
Leaders BE (+72.4% 3M, strong-up), INTC (+20.7% 3M, strong-up), NET (+7.9% 3M, up), ANET (+8.5% 3M, strong-up)
Laggards TEAM (-53.5% 3M), ASAN (-50.4% 3M), WDAY (-39.4% 3M), MDB (-37.4% 3M), INTU (-34.5% 3M)

Price Table — Strong Performers

Stock Price RSI SMA20 vs SMA 7D% 30D% 3M% Signal
BE $154.46 50.9 $156.48 -1.3% +1.0% +6.3% +72.4% 🟢 Strong-up, golden cross
INTC $45.62 49.5 $45.54 +0.2% +4.2% -1.9% +20.7% 🟢 Strong-up, +37.5% vs SMA200
NET $212.30 66.1 $188.66 +12.5% +9.3% +9.6% +7.9% 🟢 Up trend
ANET $135.39 50.5 $134.66 +0.5% +1.4% +0.2% +8.5% 🟢 Strong-up
CFLT $30.67 53.0 $30.69 -0.1% -0.2% +0.5% +2.1% 🟢 Strong-up, near 52wk high

Price Table — Core Semis

Stock Price RSI SMA20 vs SMA 7D% 30D% 3M% Signal
NVDA $180.25 45.5 $184.95 -2.5% +0.7% -2.6% +2.3% 🟡 Weak-down
AMD $193.39 42.0 $201.23 -3.9% -0.2% -4.8% -6.8% 🟡 Weak-down
AVGO $322.16 44.6 $329.44 -2.2% -0.3% -3.1% -5.0% 🟡 Down
TSM $339.35 42.9 $362.44 -6.4% -0.1% -7.8% +16.2% 🟡 Weak-down
MRVL $87.86 57.8 $82.38 +6.7% -2.1% +11.2% +4.4% 🟢 Strong-up
ASML $1,345.69 44.9 $1,415.90 -5.0% +1.6% -5.2% +23.9% 🟡 Weak-down

Price Table — SaaS Collapse

Stock Price RSI SMA20 vs SMA 7D% 30D% 3M% Signal
TEAM $75.32 35.1 $78.33 -3.8% -7.7% -12.9% -53.5% 🔴 Strong-down, death cross
ASAN $7.02 35.0 $7.35 -4.5% -14.7% -4.6% -50.4% 🔴 Strong-down, death cross
WDAY $136.05 36.5 $140.05 -2.9% -6.6% -5.6% -39.4% 🔴 Strong-down, death cross
MDB $260.50 32.6 $303.92 -14.3% -3.6% -26.5% -37.4% 🔴 Down, -41.4% from high
INTU $438.47 47.4 $413.91 +5.9% -7.7% +10.2% -34.5% 🔴 Strong-down, death cross
HUBS $260.83 46.4 $257.67 +1.2% -11.6% +13.9% -30.6% 🔴 Strong-down, -60.5% from high
ADBE $249.32 33.4 $265.36 -6.0% -2.8% -4.3% -29.0% 🔴 Strong-down, death cross
NOW $113.60 48.4 $110.96 +2.4% -8.5% +7.3% -25.8% 🔴 Strong-down, death cross
CRM $192.80 44.3 $192.37 +0.2% -0.3% +4.6% -24.2% 🔴 Strong-down, death cross
QCOM $131.50 31.4 $139.29 -5.6% -3.5% -4.4% -25.8% 🔴 Strong-down, death cross

Action Matrix

Action Stocks Why
🔒 HOLD BE, INTC, ANET, CFLT Strong-up trends, golden crosses.
🔒 HOLD NET, CRWD Up/weak-up trends, relative strength.
🔍 WATCH NVDA, AMD, AVGO, TSM Below SMAs, neutral. Wait for catalyst.
🔍 RESEARCH QCOM, MDB, ADBE RSI 31-34, deep discounts. Value or trap?
⚠️ AVOID TEAM, ASAN, WDAY SaaS destruction, -40% to -68% from highs.

What Changed

Bottom line: The tech-insider-buys universe shows clear bifurcation. Infrastructure winners (BE, INTC, ANET, CFLT) in strong-up trends. SaaS in collapse (8 names down 25-54% in 3M). Core semis neutral and waiting. QCOM RSI 31.4 and MDB RSI 32.6 approaching oversold.

The Gold

Key Discoveries:

  • SaaS collapse is broad-based: TEAM -53.5%, ASAN -50.4%, WDAY -39.4%, MDB -37.4% 3M
  • INTC turnaround continues: +20.7% 3M, +37.5% vs SMA200, strong-up trend
  • MDB -26.5% 30D is the sharpest recent drop — likely post-earnings

Mistakes to Avoid:

  • Don't bottom-fish SaaS without earnings validation
  • Don't assume QCOM RSI 31.4 is a bottom — mobile/auto cycle may worsen
10 events
DateTypeEvent
Mar 13 ScanAI Scan Mar 11 ScanInsider Activity Scan Mar 11 ScanTech Insider Buys Scan Mar 12 ScanTech Insider Buys Scan Mar 31 ScanTech Insider Buys Mar 31 ScanInsider Universe Mar 11 ScanAI Scan Mar 10 ScanAI Scan Mar 20 ScanAI Scan Mar 12 ScanAI Scan

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