Article

Research Log

Apr 10, 2026

Research Log — 2026-04-10

Area	Status	Headline
FULL WORKFLOW	✅ Complete	Status report, LOG.md, PERFORMANCE.md written. All 3 active strategies positive (YOLO +3.74% leader, momentum +1.20%, trader +1.00%). 9 new buys ($26K deployed): SNOW x4, NOW x2, VEEV, VZ, INTU. 23 new monster discoveries.
Market	🟢	BROAD RALLY + SAAS MASSACRE. SPY $679 (RSI 60, strong-up — flipped from "down"). Oil pulled back $138->$128 (RSI 72->59, first real correction). VIXY crashing (RSI 44 — risk-on). AMZN +10% breakout to $238. GOOGL +7% strong-up. NVDA golden cross confirmed $188. BTC bounced $72.5K (+8.5% 7D). But: SNOW RSI 21, NOW RSI 22, VEEV RSI 22, INTU RSI 25 — most extreme SaaS oversold in tracking history. NET crashed $212->$170. TSLA death cross confirmed.
Actions	✅	11 oversold entry zones active (RSI 20-30). 15 approaching. CRM CRITICAL — $2.53 above $162 stop. NET crashed from +19% to -4% on position. AMZN RSI 71 overbought alert. MRVL RSI 79 overbought warning.
Paper: trader	🟢	+1.00% (~$101,000). BUY SNOW ($3K, RSI 21) + NOW ($3K, RSI 22). 11 positions. GOOGL +10.7% leader. NKE -2.7% laggard. 60% cash.
Paper: momentum	🟢	+1.20% (~$101,200). BUY SNOW ($5K, RSI 21 extreme bounce setup). 12 positions. TMO +5.8% leader. NKE -2.7% laggard. 47% cash.
Paper: yolo	🟢	+3.74% (~$103,740). BUY SNOW ($10K MAX CONVICTION). 9 positions. NUGT +17.3% (gold miner leverage crushing it). NKE -2.7% laggard. 15% cash. Best strategy by return.
Paper: signals	🟡	22.2% win rate (2W/9L). Net realized ~-$537. 64 open signals. 5 new entries (SNOW, NOW, VEEV, VZ, INTU). NKE -27.5% worst. CRM/NET/PLTR danger zone.
Key Theme	🟢	The bifurcation is extreme. AMZN +10% while SNOW -31%. NVDA golden cross while TSLA death cross. Oil pulling back while SaaS collapses. This isn't rotation — this is regime fracture. We leaned into the SaaS capitulation with the biggest cross-strategy conviction since NKE. Either we're early or we're catching knives. The RSI numbers are historic.

8 events

DateTypeEvent

Apr 10 ArticleDaily Actions Apr 10 ArticleStatus Report Mar 31 ScanTech Insider Buys Mar 31 ScanInsider Universe Mar 11 ScanInsider Activity Scan Mar 26 ScanBargain Bin Mar 26 ScanInsider Universe Scan Mar 20 ArticleDaily Actions

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