EV / Clean Energy — A bifurcated sector with extreme outliers in both directions. SEDG (+76.5% in 3M), BE (+53.3% in 3M), and PLUG (+12.7% in 3M) are in strong-up momentum. Chinese EVs (NIO, LI) are stabilizing. Meanwhile TSLA continues its post-election unwind (-18% in 3M), and LCID/ENPH remain structurally broken. The clean energy ETFs (LIT, TAN, ICLN) are all positive 3M — sector rotation into energy transition names is real despite headline weakness.

Tier 1 — Strong Momentum (Strong-Up or Up Trend)

• SEDG $50.92 — The monster of the scan. RSI 61.7, +76.5% in 3M, +25.4% in 30D, strong-up trend, golden cross, +53.2% above SMA200, only -4.4% from 52wk high. SolarEdge has reversed from a catastrophic multi-year decline into a genuine momentum name. 1yr alpha +216.7 vs SPY. Watch for RSI extended risk (61.7 — approaching overbought range).
• LIT $73.75 — Lithium/battery ETF. Strong-up, golden cross, +26.7% above SMA200, RSI 57, +13.7% in 3M. The EV supply chain rotation is real. 1yr alpha +83.
• PLUG $2.22 — Hydrogen fuel cells. Strong-up, golden cross, +12.7% in 3M, +5.4% above SMA200. RSI 51.9 — momentum without being overextended. The $2 floor thesis getting tested; +22.7% in 30D is notable given the prior multi-year collapse.
• NIO $6.01 — RSI 60.1, +27.3% in 30D, +17.8% in 3M. Chinese EV recovery narrative + domestic market growth. +10.7% above SMA200, "up" trend. 1yr: +73.7%.
• BYDDY $13.55 — RSI 58.1, +7.0% in 30D, +11.9% in 3M, "up" trend. BYD is the world's largest EV company by volume, trading at a fraction of TSLA's valuation multiple.

Tier 2 — Stabilizing / Early Recovery

• LI $17.80 — Weak-up trend, RSI 52, +1.5% above SMA20, +1.3% in 30D, +5.1% in 3M. Li Auto's range-extended hybrid model gaining traction in China. Not breaking out but not breaking down.
• TAN $55.12 — Solar ETF. Weak-down trend but above SMA200 (+17.5%), RSI 49, +12.2% in 3M. The 3M strength clashes with weak-down trend — price pulling back from Q4 run.
• ICLN $18.11 — Clean energy ETF. Weak-down but +12.8% above SMA200, +10.2% in 3M. Same dynamic as TAN — sector ETF in pullback after a strong run.
• BE $133.18 — Bloom Energy. Weak-down, RSI 44. But: +53.3% in 3M, +41% above SMA200, golden cross. The recent -13.4% this week and -19.8% in 30D represents a sharp pullback from an overextended parabolic move. The underlying 3M story is bullish; the near-term is a consolidation/retracement.

Tier 3 — Declining / Broken

• TSLA $369.02 — Down trend, RSI 40.1, -17.9% in 3M, -9% vs SMA50. The post-election euphoria has fully reversed. Golden cross technically still present but price deteriorating toward SMA200 ($396 — already below it). Brand damage from Musk political activity is the new variable in the thesis. -26% from 52wk high.
• ENPH $37.31 — Weak-down, RSI 39.9, -12.4% this week, -16.6% in 30D. Despite 3M +16.4% (from a very low base), the near-term is deteriorating sharply. +0.6% vs SMA200 but breaking down. Solar microinverter market faces European demand slowdown.
• XPEV $17.06 — Strong-down, -11.5% this week, -15.9% in 3M. The weakest Chinese EV name in the scan.
• FSLR $195.62 — Strong-down, -25.1% in 3M, -10.3% vs SMA200, death cross. First Solar faces margin compression despite US manufacturing advantage.
• LCID $9.52 — Strong-down, -71.7% from 52wk high, -43% vs SMA200. Lucid remains a cash-burning EV startup with no clear path to scale. Avoid.
• RIVN $15.01 — Weak-down, -23.9% in 3M. Amazon delivery van contract provides a floor but RIVN remains pre-profit.

• SEDG — RSI 61.7 and +18.4% above SMA20 means this is extended. Wait for pullback to SMA20 ($42.99) — that's a -15.6% dip from current price. The 3M +76.5% move justifies patience for a proper entry. Aggressive: entry on any dip to $44–46.
• LIT — Strong-up ETF. Entry on test of SMA20 ($70.84) — only -4% below current. Clean entry for sector exposure.
• NIO — Momentum play. RSI 60, +27.3% in 30D. Entry on any pullback to SMA20 ($5.54). Stop below $5.10 (SMA50).
• BE — The pullback from the parabolic move is creating a potential entry. Golden cross intact, 3M story solid. Entry zone $125–133, stop below SMA50 ($151.64 — note: price has already broken below SMA50 which is a caution flag; wait for reclaim).
• PLUG — Strong-up, RSI 51.9. Entry at current $2.22 or on any dip to SMA20 ($2.25). Tight stop below $2.00.

The EV/clean energy sector is splitting into three groups: (1) the momentum monsters — SEDG, BE, PLUG, NIO, LIT — driven by real operational inflections or narrative tailwinds; (2) the China EV stabilizers — BYDDY, LI, NIO — benefiting from domestic Chinese EV market growth even as Western markets slow; and (3) the structural failures — LCID, RIVN, FSLR, XPEV.

TSLA deserves special attention: it is no longer the "must-own EV proxy" it was in 2023-2024. Brand erosion from Musk's political profile has created a new variable in the thesis that can't be valued with traditional technicals. The golden cross is technically present but price is crumbling toward SMA200. The question of whether TSLA is a car company, an AI robotics company, or a political lightning rod is genuinely open.

SEDG's +76.5% in 3 months is the most aggressive momentum move in this scan — and possibly across all scans this quarter. It deserves monitoring for blow-off risk at current RSI 61.7 levels.

Data: 2026-03-31 pre-computed summaries.