EV & Clean Energy Scan

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EV & Clean Energy Scan

Watchlists 1
raw scan snapshot — prices as of scan date, not live 43 rows · screens, not recommendations superseded by2026-04-26-ev-clean-energyported fromresearch/classic/scans/_archive/2026-03-20-ev-clean-energy.mdscan slugev-clean-energysource typescan-archive

BE and SEDG are the explosive standouts with 65%+ gains in 3 months; TSLA and FSLR are retreating while Chinese EVs (NIO, BYDDY) quietly outperform in a sector with massive data gaps.


Quick Snapshot

Signal Reading
Overall 🟡 MIXED/BIFURCATED — Two names in parabolic strong-up; legacy EV and solar leaders pulling back; multiple ETFs and names have no data (RIVN, LCID, PLUG, LIT, DRIV, KARS, TAN, ICLN, XPEV)
Leaders SEDG ($51.29, RSI 71↑, +35.3% 30D, +65.9% 3M, strong-up), BE ($152.95, RSI 49.5, +65.8% 3M, strong-up)
Laggards FSLR ($191.38, RSI 35.4, -20.9% 30D, -32.8% 3M), TSLA ($368.57, RSI 31.4, -24.6% 3M)

Price Table (Validated 2026-03-20)

Stock Price RSI vs SMA20 7D% 30D% 3M% Trend
SEDG $51.29 71 +29.4% +21.6% +35.3% +65.9% 🟢 strong-up
BE $152.95 49.5 -3.5% +4.2% +3.7% +65.8% 🟢 strong-up
ENPH $43.93 50.9 -0.4% -1.3% -5.7% +31.1% 🟢 strong-up
NIO $5.47 53.3 +3.1% +1.2% +7.9% +9.2% up
BYDDY $12.93 55.5 +3.4% +5.6% +4.2% +7.8% weak-up
LI $16.91 42.8 -4.3% -1.2% -7.5% -0.4% strong-down
TSLA $368.57 31.4 -7.5% -4.0% -10.5% -24.6% down
FSLR $191.38 35.4 -5.4% 0.0% -20.9% -32.8% down

No data: XPEV, RIVN, LCID, PLUG, LIT, DRIV, KARS, TAN, ICLN — skipped


Tier Analysis

Parabolic / Strong-Up (RSI 60+ or 3M > 30%) — Momentum Zone

Stock Price RSI 3M% Notes
SEDG $51.29 71 +65.9% Solar inverter revival. +29.4% above SMA20 — massively extended. Golden cross. +59.4% above SMA200. RSI at overbought threshold — do NOT chase.
BE $152.95 49.5 +65.8% Bloom Energy — stationary fuel cell power. +69.1% above SMA200, golden cross. Despite +65.8% 3M, RSI held moderate at 49.5 — not overextended.
ENPH $43.93 50.9 +31.1% Enphase microinverters recovering. Golden cross, +18% above SMA200. RSI neutral despite strong 3M run — buyable.

Positive Trend (RSI 50–60, up trends) — Accumulate Zone

Stock Price RSI 30D% Notes
BYDDY $12.93 55.5 +4.2% Chinese EV leader. Weak-up trend. +3.4% above SMA20. Death cross still on books. +7.8% 3M quietly outperforming TSLA.
NIO $5.47 53.3 +7.9% Up trend. +3.1% above SMA20. +2.1% above SMA200. Chinese EV turnaround continuing.

Watch (RSI 40–50) — No Signal

Stock Price RSI Notes
LI $16.91 42.8 Strong-down, -22.7% below SMA200. Chinese EV underperformer; -47.2% from 52wk high.

Oversold / Approaching (RSI 30–40) — Contrarian Watch

Stock Price RSI 30D% Notes
TSLA $368.57 31.4 -10.5% Golden cross still intact but down trend. -6.5% below SMA200. -26.1% from 52wk high. RSI approaching entry zone — but political/sentiment risk unique to TSLA.
FSLR $191.38 35.4 -20.9% Golden cross intact despite selloff. Down trend. -11.9% below SMA200. Utility-scale solar; tariff/policy sensitive.

Entry Zones

Stock Zone RSI Action Notes
SEDG Wait 71 ⚠️ Avoid +29.4% above SMA20 = massively extended. Wait for pullback to SMA20 ($39–$44 range) before any entry.
BE $145–$155 49.5 🔒 Hold Strong-up, golden cross, +69% above SMA200. Not extended despite huge 3M run. Hold; add near SMA20 ($158).
ENPH $42–$45 50.9 📈 Accumulate Strong-up, golden cross, not extended. Best risk/reward in the strong-up names. SMA20 ($44.13) is the entry zone.
TSLA $350–$370 31.4 🔍 Watch RSI approaching oversold but unique risk factors (Musk/sentiment). Golden cross still intact — wait for RSI < 30 for conviction.
FSLR $185–$193 35.4 🔍 Watch Golden cross + approaching oversold. Policy/tariff risk elevated. Wait for RSI stabilization.
NIO $5.00–$5.50 53.3 🔍 Watch Up trend quietly building. Speculative only; above SMA200 for first time in a while.
BYDDY $12–$13 55.5 🔍 Watch Weak-up, outperforming TSLA — consider as TSLA alternative with less Musk risk.
LI Skip 42.8 ❌ Don't Buy Strong-down, -22.7% below SMA200, -47% from high. No entry signal.

Action Matrix

Action Stocks Why
🔒 HOLD BE Strong-up, +65.8% 3M, golden cross, not overextended — textbook hold
📈 ACCUMULATE ENPH Strong-up, golden cross, neutral RSI despite great 3M run; solar recovery in progress
⚠️ AVOID SEDG RSI 71 + +29.4% above SMA20 = overbought; do not chase
🔍 WATCH TSLA, FSLR Approaching oversold with golden cross intact; wait for RSI < 30
🔍 WATCH NIO, BYDDY Chinese EVs quietly building uptrend; speculative but outperforming
❌ DON'T BUY LI Structural breakdown, no catalyst
🔥 CATALYST WATCH SEDG, BE, ENPH Solar + stationary energy names running on grid infrastructure + AI power demand thesis

What Changed (vs 2026-03-12)

Stock Mar-12 Mar-20 Move Note
SEDG ~$37.42, RSI ~55 $51.29, RSI 71, +65.9% 3M Exploded Continued parabolic run; +37% in 8 days; now overbought
BE ~$147, RSI ~45 $152.95, RSI 49.5, +65.8% 3M Continuing Steady strong-up; not yet overextended despite massive 3M gains
ENPH ~$44.5 $43.93, +31.1% 3M Pulled back slightly 3M run intact; minor 7D dip (-1.3%) is a buyable pullback
TSLA ~$383, RSI ~35 $368.57, RSI 31.4 Deteriorating -4% 7D, approaching oversold RSI; political headwinds persist
FSLR ~$192, RSI ~37 $191.38, RSI 35.4, -20.9% 30D Flat but fragile -32.8% 3M; small bounce from lows but no recovery
NIO ~$5.40 $5.47, RSI 53.3 Holding Quiet strength; up trend maintained

Key Discoveries

Discovery Implication
SEDG +65.9% in 3M, RSI 71 — parabolic AI/data center power demand driving grid inverter narrative; but at RSI 71, the easy money is made
BE +65.8% 3M with RSI 49.5 Fuel cell stationary power is the cleanest setup — strong-up without being overextended
Chinese EVs (NIO, BYDDY) outperforming TSLA YTD Political/Musk discount on TSLA creating room for Chinese alternatives; notable rotation

Open Questions

  • SEDG: is the solar inverter story durable (grid infrastructure + AI power) or a trading squeeze?
  • TSLA RSI approaching 30 — does the golden cross hold or does this become a death cross?
  • Why are multiple ETFs (LIT, DRIV, KARS, TAN, ICLN) and names (RIVN, LCID, PLUG) missing data — are they delisted, merged, or just stale fetches?
10 events

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