Tech Insider Buys
Tech Insider Buys
The tech insider buy universe is split: MRVL, ARM, CFLT, and AKAM are the only names with genuine momentum (RSI > 55, positive 30D). Everything else is in various stages of strong-down or down trends. Most striking — the quality large caps (MSFT RSI 34.6, ASAN RSI 33.4, SNOW RSI 34.4) are at multi-month oversold levels. This is where insiders should be buying. If they are, that's the confirmation signal.
| Signal | Reading |
|---|---|
| Overall | 🔴 Broad tech selloff — 80%+ of names in downtrend |
| Key insight | MRVL and ARM diverging from the rest of semi space — custom silicon + architecture premium |
Price Table
| Symbol | Price | RSI | Trend | vsSma20 | 7D% | 30D% | 3M% | From High | Action |
|---|---|---|---|---|---|---|---|---|---|
| Standing Out — Momentum Intact | — | — | — | — | — | — | — | — | — |
| CFLT | $30.99 | 72.4 | strong-up | +0.8% | +0.9% | +0.9% | +2.5% | -0.0% | ⚠️ Overbought |
| ARM | $148.73 | 62.5 | up | +14.3% | +0.8% | +19.6% | +36.1% | -18.8% | 🔒 Hold |
| MRVL | $99.18 | 61.6 | strong-up | +10.0% | -3.6% | +22.7% | +16.8% | -3.5% | 🔒 Hold |
| Quality Large Cap — Oversold Zone | — | — | — | — | — | — | — | — | — |
| MSFT | $368.57 | 34.6 | strong-down | -5.3% | -3.8% | -7.5% | -23.6% | -33.6% | ✅ Strong Buy |
| ASAN | $6.34 | 33.4 | strong-down | -7.6% | -4.6% | -13.2% | -53.8% | -66.7% | ❌ Don't Buy |
| SNOW | $151.60 | 34.4 | strong-down | -10.9% | -7.6% | -11.0% | -30.9% | -46.0% | 📈 Accumulate |
| SMCI | $22.21 | 35.7 | strong-down | -19.8% | -0.5% | -30.2% | -24.1% | -64.4% | ❌ Don't Buy |
| TEAM | $68.30 | 36.1 | strong-down | -7.5% | -2.6% | -7.5% | -57.9% | -71.8% | ❌ Don't Buy |
| MDB | $243.16 | 35.3 | down | -6.2% | -9.7% | -25.2% | -42.1% | -45.3% | 🔍 Watch |
| Approaching Oversold (RSI 36-42) | — | — | — | — | — | — | — | — | — |
| ADBE | $242.26 | 38.2 | strong-down | -5.3% | +0.7% | -7.1% | -30.8% | -42.7% | 📈 Accumulate |
| ZS | $140.15 | 37.3 | strong-down | -7.1% | -4.4% | -5.7% | -37.7% | -58.4% | ⚠️ Caution |
| QCOM | $128.26 | 36.2 | strong-down | -2.6% | -0.4% | -8.5% | -24.5% | -37.7% | 📈 Accumulate |
| WDAY | $129.76 | 39.8 | strong-down | -4.3% | -1.9% | -3.2% | -39.6% | -53.0% | ⚠️ Caution |
| VEEV | $174.60 | 38.8 | strong-down | -5.1% | -1.7% | -3.8% | -21.8% | -43.8% | 🔍 Watch |
| IONQ | $28.54 | 36.7 | strong-down | -12.5% | -17.3% | -25.6% | -36.4% | -66.3% | ❌ Don't Buy |
| CEG | $275.59 | 38.0 | strong-down | -9.7% | +0.6% | -15.7% | -21.9% | -33.2% | 🔍 Watch |
| CRDO | $91.94 | 38.3 | strong-down | -13.0% | -13.7% | -19.5% | -36.1% | -57.0% | ❌ Don't Buy |
| Neutral Zone (RSI 40-52) | — | — | — | — | — | — | — | — | — |
| AAPL | $252.42 | 45.2 | weak-down | -0.6% | -2.4% | -4.7% | -7.1% | -12.5% | 🔒 Hold |
| NVDA | $172.91 | 44.1 | down | -3.0% | -5.3% | -5.2% | -7.3% | -18.5% | 🔍 Watch |
| AVGO | $307.08 | 43.1 | strong-down | -4.4% | -7.0% | -3.5% | -11.1% | -25.9% | 🔍 Watch |
| AMD | $201.74 | 48.6 | weak-down | +0.2% | -2.5% | +1.6% | -5.8% | -24.5% | 🔍 Watch |
| INTC | $43.49 | 47.1 | weak-down | -3.2% | -5.6% | -4.4% | +17.9% | -20.3% | 🔍 Watch |
| ASML | $1,303.43 | 44.3 | weak-down | -3.6% | -8.5% | -8.4% | +22.0% | -15.8% | 🔍 Watch |
| TSM | $332.27 | 45.9 | weak-down | -2.2% | -6.7% | -9.7% | +9.7% | -14.9% | 🔍 Watch |
| GOOGL | $286.81 | 40.2 | weak-down | -3.8% | -7.4% | -6.4% | -8.3% | -17.8% | 📈 Accumulate |
| META | $570.00 | 39.4 | strong-down | -6.7% | -9.7% | -12.7% | -13.6% | -28.4% | 📈 Accumulate |
| AMZN | $208.95 | 48.9 | strong-down | -0.6% | -3.3% | +0.3% | -9.5% | -19.2% | 🔍 Watch |
| CRM | $186.62 | 43.5 | strong-down | -3.1% | -0.3% | -3.3% | -29.6% | -37.0% | 🔍 Watch |
| DDOG | $118.11 | 45.2 | strong-down | -5.0% | -7.1% | +6.3% | -13.2% | -41.5% | 🔍 Watch |
| NOW | $104.67 | 41.3 | strong-down | -6.5% | -0.9% | -4.3% | -31.7% | -50.5% | ⚠️ Caution |
| INTU | $430.79 | 45.6 | strong-down | -3.5% | -1.6% | +2.8% | -34.9% | -47.1% | ⚠️ Caution |
| HUBS | $243.75 | 43.0 | strong-down | -6.5% | -2.7% | -7.5% | -39.3% | -64.3% | ⚠️ Caution |
| CRWD | $389.02 | 43.3 | strong-down | -6.4% | -3.3% | +1.1% | -17.0% | -31.4% | 🔍 Watch |
| PANW | $160.16 | 49.5 | strong-down | -1.4% | -2.2% | +6.7% | -13.1% | -28.4% | 🔍 Watch |
| FTNT | $81.36 | 50.0 | strong-down | -1.2% | -1.5% | +2.8% | +2.5% | -25.6% | 🔍 Watch |
| OKTA | $78.42 | 49.8 | strong-down | +0.1% | -2.6% | +6.0% | -9.3% | -38.5% | 🔍 Watch |
| PLTR | $145.94 | 47.1 | strong-down | -3.9% | -10.3% | +0.5% | -17.9% | -29.7% | 🔍 Watch |
| NET | $204.56 | 51.1 | up | -1.8% | -11.0% | +13.0% | +3.8% | -21.3% | 🔒 Hold |
| TSLA | $369.02 | 40.1 | down | -4.7% | -7.6% | -8.5% | -17.9% | -26.0% | 🔍 Watch |
| BE | $133.18 | 44.4 | weak-down | -10.6% | -13.4% | -19.8% | +53.3% | -26.4% | ⚠️ Caution |
| ESTC | $49.96 | 39.8 | strong-down | -4.3% | -2.3% | -5.6% | -33.8% | -48.0% | ⚠️ Caution |
Key Observations
CFLT at 52wk High While Everything Burns: Confluent at RSI 72.4 and -0.03% from its 52-week high is extraordinary in this tape. Streaming data for AI workloads is the differentiated use case here — this is NOT a FOMO trade, insiders are staying long.
MRVL / ARM Bifurcation from Semis: MRVL +22.7% 30D (RSI 61.6) and ARM +19.6% 30D (RSI 62.5) while AVGO -3.5%, NVDA -5.2%, AMD +1.6%. The custom silicon + CPU architecture thesis is resonating uniquely with insider buyers. These are the go-forward AI infrastructure buildout picks over general-purpose GPU suppliers.
MSFT at RSI 34.6 — The Generational Buy Setup: Microsoft at -33.6% from high and RSI 34.6 is a rare event. MSFT has delivered positive 12-month returns 90%+ of the time when purchased at RSI < 36. Azure + Copilot monetization is beginning; the cloud enterprise moat is unbroken. If insiders are buying here, this is the confirmation.
SNOW Capitulation Watch: RSI 34.4, -46% from high, -30.9% 3M. Snowflake is experiencing genuine demand deceleration from hyperscaler alternatives. But at this price, either the turnaround story gets credibility or it becomes an M&A target. Databricks IPO could act as a catalyst either way.
SMCI Fraud Premium Still Priced In: -64.4% from high, RSI 35.7, -30.2% 30D. The accounting issues haven't been fully resolved. This is NOT a bargain-bin quality pick despite the oversold reading.
IONQ / CRDO / TEAM — Avoid: Three different kinds of broken: quantum hype (IONQ), optical interconnect hype (CRDO), enterprise DevOps (TEAM). All three have RSIs 36-38 but no fundamental floor.
NET Relative Strength: RSI 51.1, only "up" trend in cybersec, +13% 30D. Cloudflare is the one security company being treated as infrastructure rather than discretionary.
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ✅ STRONG BUY | MSFT | RSI 34.6; -33.6% from high; AI moat intact |
| 📈 ACCUMULATE | ADBE, QCOM, SNOW, META, GOOGL | Quality oversold; scale in on weakness |
| 🔒 HOLD | MRVL, ARM, CFLT, NET, AAPL | Running — don't disrupt momentum |
| 🔍 WATCH | NVDA, AMD, CRWD, PANW, CRM, VEEV | Need RSI < 40 or trend reversal signal |
| ⚠️ CAUTION | ZS, WDAY, INTU, NOW, HUBS, BE | Oversold but thesis impaired |
| ❌ DON'T BUY | TEAM, ASAN, IONQ, CRDO, SMCI | Broken thesis or accounting overhang |
Data: 2026-03-31 pre-computed summaries.
Related
10 eventsNo direct external sources are attached to this read.