raw scansnapshot — prices as of scan date, not live74 rows · screens, not recommendationsported fromresearch/classic/scans/2026-04-13-insider-scan.md
Smart money divergence: AMD and MRVL ripping on insider accumulation while ZS, OKTA, and SNOW see capitulation with insiders either absent or selling.
Signal
Reading
Overall
🟡 Mixed insider signals — semis and AI infra show buying confidence; enterprise SaaS insiders absent during the selloff
Key insight
MRVL at RSI 80.7 with +43% in 30 days is the most overcrowded insider-buy thesis right now; ZS at RSI 26.2 is the deepest oversold name in the combined scan
Quick Snapshot
Signal
Reading
Insider buys (strong-up, RSI healthy)
AMD, MRVL, NVDA, ASML, TSM — the AI hardware conviction cluster
Insider signal + oversold
ZS (RSI 26), ASAN (RSI 33), CRM/WDAY (RSI 37-38)
Insider selling (caution)
PLTR (massive insider selling into weakness noted previously)
Massive insider selling into a -36% drawdown = distribution, not capitulation
Key Discoveries
Discovery
Implication
SOXL +42% in 7 days, RSI 71
Semi cycle is real and violent — SOXL/SMH are the trade, not the narrative
NOW at RSI 32.9 and -58% from high
Highest quality oversold setup in the entire scan universe this week
ZS at RSI 26.2 — deepest oversold quality name
Watch for insider buying; if it emerges, this is a golden signal
MRVL RSI 80.7
Insider buys working at their best; but don't initiate at parabolic levels
Crypto miners (RIOT, MARA) leading coins
Leading indicator or bear squeeze? Watch COIN/MSTR for confirmation
Bear ETFs (SOXS, SQQQ) getting annihilated
Structural decay + trend = do not touch inverse ETFs in a golden-cross market
Open Questions
Is ZS's -46% move a structural business impairment (competition from PANW, CrowdStrike) or pure market panic? Warrants a deep dive before the RSI bounces.
FSLY +165% in 3 months with +106% vs SMA200 — what drove this? Needs investigation before any allocation.
NOW's -22% in 30 days: any earnings catalyst, or pure sector rotation dump? Timing matters for entry.