AI Scan

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AI Scan

Scan symbols 40
ADBEAIAMDAMZNARMASMLAVGOBBAIBECEGCRMDDOGDLREQIXETNGOOGLINTCIONQISRGMDBMETAMRVLMSFTNEENETNOWNVDAPATHPLTRQCOMRGTISMCISNOWSOUNTEMTSMUNGVEEVWDAYZS
Watchlists 1
@ai-scan
raw scan snapshot — prices as of scan date, not live 66 rows · screens, not recommendations ported fromresearch/classic/scans/2026-04-26-ai-scan.md

A historic bifurcation: hyperscalers and chip infrastructure are parabolic (AMD RSI 89, ARM RSI 87, INTC RSI 82, AMZN RSI 80) while pure-play SaaS AI names are in structural decline (NOW -57% from high, ZS -64%, VEEV -49%, WDAY -57%) — the market is rewarding compute, not software.

Quick Snapshot

Signal Reading
Overall 🟠 DEEP BIFURCATION — Infrastructure/hyperscaler AI ripping to ATHs, SaaS/platform AI in breakdown. Two entirely different markets within one scan.
Leaders ARM (+42% 7D, RSI 87), AMD (+25.7% 7D, RSI 89), INTC (+24.6% 7D, RSI 82), MRVL (+13% 7D, RSI 87), BE (+53.9% 30D, RSI 71)
Laggards ZS (-15.1% 7D, RSI 32), SNOW (-18.6% 7D, RSI 35), VEEV (-13.3% 7D, RSI 33), WDAY (-13.1% 7D, RSI 38), NOW (-8.7% 7D, RSI 41)
Key insight Compute wins. AMD +57.9% 30D, ARM +49.5% 30D, MRVL +67% 30D — the custom silicon + ARM architecture thesis is exploding. Meanwhile SaaS AI tools face commoditization fear.

Price Table

Chip Infrastructure + Hyperscalers

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
ARM $234.81 +42.1% +49.5% +104.7% 87.2 ↑ +43.6% strong-up 🔴 Parabolic — RSI 87, +104% 3M. Wait for pullback.
AMD $347.81 +25.7% +57.9% +38.4% 88.5 ↑ +38.7% strong-up 🔴 Extremely overbought. RSI 89 — highest in scan.
MRVL $164.31 +13.1% +67.0% +101.0% 87.2 ↑ +29.6% strong-up 🔴 Custom ASIC thesis exploding — RSI 87.
INTC $82.54 +24.6% +75.0% +94.3% 82.4 ↑ +38.6% strong-up 🔴 Intel turnaround momentum — RSI 82. Verify thesis.
AMZN $263.99 +6.8% +24.7% +10.7% 79.9 ↑ +13.3% up 🟠 AWS AI + hyperscaler — near ATH, RSI 80.
AVGO $422.76 +5.9% +32.6% +30.4% 78.0 ↑ +16.0% strong-up 🟠 Broadcom custom AI ASICs. RSI 78 — approaching extreme.
NVDA $198.87 +8.1% +8.5% +6.8% 69.6 +10.9% strong-up 🟠 Core AI compute. RSI 70 — healthy vs peers.
TSM $369.57 +8.0% +8.9% +13.3% 62.0 +7.6% strong-up 🟠 TSMC manufacturing capacity — RSI 62, healthiest big chip.
GOOGL $344.40 +1.4% +18.4% +3.4% 68.9 +8.5% strong-up 🟠 Alphabet AI pivot paying off — RSI 69.
MSFT $424.62 +1.2% +14.4% -9.5% 62.9 +8.3% weak-up 🟡 Microsoft recovering — death cross still in.
META $675.03 -0.2% +13.5% +0.5% 61.4 +8.1% weak-up 🟡 Meta AI spend payoff — death cross overhang.
ASML $1,457.70 -0.4% +4.6% +3.3% 54.5 +3.6% strong-up 🟡 EUV lithography — healthy, not overbought.
QCOM $133.05 +4.3% +2.8% -16.0% 54.5 +3.3% strong-down 🟡 Qualcomm struggling 3M — death cross, AI mobile thesis unclear.
SMCI $25.97 +11.5% -18.5% -8.1% 51.3 +6.2% strong-down 🟡 SMCI bouncing but -58% from 52wk high — credibility issues.

AI SaaS / Platform (Mostly in Trouble)

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
DDOG $129.48 +2.5% +5.0% -5.2% 58.3 +8.3% weak-up 🟡 Datadog best SaaS — holding relative strength
NET $207.07 +3.2% -5.0% +9.4% 53.6 +3.4% up 🟡 Cloudflare stable — CDN/security hybrid less exposed
ISRG $482.22 +2.6% +2.6% -8.8% 55.8 +4.4% weak-up 🟡 ISRG holding vs software peers — surgical AI different category
ADBE $245.44 -1.6% +3.5% -19.5% 49.1 +1.6% strong-down 🟡 Adobe losing AI narrative — death cross, -42% from ATH.
PLTR $142.15 -8.2% -6.9% -16.9% 48.2 -2.2% strong-down 🟡 Palantir pulling back from meme peak — -31% from ATH.
MDB $253.59 -3.5% +2.9% -38.3% 46.7 +2.1% strong-down 🟡 MongoDB declining — death cross, -43% from ATH.
CRM $178.16 -4.5% -1.9% -22.1% 45.3 -1.0% strong-down 🟡 Salesforce losing AI narrative — -40% from ATH.
SOUN $6.84 -7.2% -9.3% -39.4% 46.6 +1.9% strong-down 🔴 SoundHound: -69% from ATH. Speculative AI name unwinding.
AI $8.64 -6.7% +4.4% -33.2% 45.7 -0.9% strong-down 🔴 C3.ai: -71% from ATH. Thesis = broken.
TEM $45.98 -10.2% -9.6% -33.6% 44.2 -1.7% strong-down 🔴 Tempus: -56% from ATH, death cross.
PATH $10.61 -9.2% -8.3% -26.0% 46.2 -3.3% strong-down 🔴 UiPath: -47% from ATH. RPA commoditized.
NOW $90.17 -8.7% -12.5% -33.9% 41.1 -6.6% strong-down 🔴 ServiceNow: -57% from ATH. Approaching oversold.
WDAY $119.92 -13.1% -10.3% -38.2% 38.4 -6.2% strong-down 🔴 Workday: -57% from ATH, RSI 38 — approaching entry territory.
VEEV $158.45 -13.3% -14.5% -27.6% 32.9 -9.4% strong-down 🔴 Veeva: -49% from ATH. RSI approaching oversold.
ZS $122.62 -15.1% -20.2% -42.8% 32.1 -12.8% strong-down 🔴 Zscaler: -64% from ATH. Death spiral — avoid.
SNOW $134.24 -18.6% -23.0% -34.9% 34.5 -14.0% strong-down 🔴 Snowflake: -52% from ATH. RSI 35 — approaching washout.

Energy / Power Infrastructure (AI Adjacent)

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
BE $231.17 +10.4% +53.9% +65.6% 71.1 +29.7% strong-up 🟠 Bloom Energy: +1121% 1yr — AI power thesis at full speed
EQIX $1,108.76 +1.4% +14.8% +38.3% 77.5 +6.3% strong-up 🟠 Equinix data center REIT — RSI 78, AI infrastructure play
DLR $200.00 -1.8% +13.4% +24.6% 72.4 +4.9% strong-up 🟠 Digital Realty REIT — RSI 72, near ATH
CEG $313.53 +7.8% +3.4% +10.1% 60.3 +8.7% weak-up 🟡 Constellation Energy nuclear — still -24% from ATH
NEE $95.28 +2.7% +4.5% +12.2% 60.6 +2.8% strong-up 🟡 NextEra — steady AI power infrastructure

Quantum / Speculative

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
IONQ $42.69 -7.7% +33.6% -1.6% 60.4 +20.0% weak-up 🟡 IonQ: bouncing 30D, down 3M — speculative
RGTI $15.13 +3.5% -6.3% -41.2% 48.6 +2.9% strong-down 🔴 RigReal: -74% from ATH — deep in trouble
BBAI $3.70 -2.4% +3.9% -35.3% 49.3 +4.1% strong-down 🔴 BigBear: -61% from ATH — speculative AI wreckage

Tier Analysis

Capitulation / Extreme Oversold (RSI < 35)

  • ZS (RSI 32.1, -64% from ATH) — Zscaler death cross, -42.8% 3M. Thesis broken: cloud security growth decelerating while cheaper alternatives emerge.
  • SNOW (RSI 34.5, -52% from ATH) — Snowflake -23% 30D, -34.9% 3M. Cloud data warehousing margin compression.
  • VEEV (RSI 32.9, -49% from ATH) — Veeva life sciences SaaS: -14.5% 30D. Approaching washout.

Oversold (RSI 35-40)

  • WDAY (RSI 38.4, -57% from ATH) — Workday HR SaaS -38.2% 3M. Getting closer to entry, but momentum still down.
  • UNG (RSI 36.1) — nat gas in structural decline (separate scan context).

Neutral / Strong (RSI 40-70)

  • Most hyperscalers (NVDA RSI 70, GOOGL RSI 69, TSM RSI 62, MSFT RSI 63) in healthy range.
  • DDOG (RSI 58) and NET (RSI 54) are the best-positioned SaaS names — not extended, not broken.
  • ASML (RSI 55) — healthy, patient accumulation zone.

Overbought / Extreme (RSI 70+)

  • AMD (RSI 88.5) — most overbought stock in scan.
  • ARM (RSI 87.2) — +104% in 3 months. Parabolic.
  • MRVL (RSI 87.2) — custom ASIC arms race.
  • INTC (RSI 82.4) — Intel turnaround momentum, verify.
  • AMZN (RSI 79.9) — near ATH.
  • AVGO (RSI 78.0), EQIX (RSI 77.5), DLR (RSI 72.4), ETN (RSI 72.7).

Entry Zones

Stock Current Entry Zone RSI 30D% Action Thesis
VEEV $158.45 $150-165 32.9 -14.5% 📈 Accumulate RSI 33, approaching oversold. Life sciences SaaS monopoly — not commoditized like horizontal SaaS.
SNOW $134.24 $120-135 34.5 -23.0% 🔍 Watch RSI 35, -52% from ATH. Approaching washout territory. Wait for volume capitulation.
WDAY $119.92 $110-120 38.4 -10.3% 🔍 Watch RSI 38. HR SaaS durable but growth slowing. Check earnings before entry.
ZS $122.62 — 32.1 -20.2% ❌ Don't Buy Death spiral — -64% from ATH. Thesis impaired.
ASML $1,457.70 $1,380-1,460 54.5 +4.6% 📈 Accumulate EUV monopoly. RSI healthy at 55. Only way to build leading-edge chips.
TSM $369.57 $340-370 62.0 +8.9% 📈 Accumulate Manufacturing duopoly. RSI 62 — healthiest large-cap chip.
DDOG $129.48 $120-130 58.3 +5.0% 📈 Accumulate Best SaaS in the scan. RSI 58, not overbought. Observability secular trend.
ARM $234.81 Wait for pullback to $185-200 87.2 +49.5% ⏳ Waiting Parabolic — RSI 87. Set alert at $190, which is ~SMA50 + 40% premium.
AMD $347.81 Wait for pullback to $280-300 88.5 +57.9% ⏳ Waiting RSI 89 — most overbought stock. Great thesis, terrible entry.

Action Matrix

Stock Signal Action Notes
AMD 🔴 ⚠️ Avoid RSI 89, +57.9% 30D — most overbought in scan. Great thesis, wrong time.
ARM 🔴 ⚠️ Avoid RSI 87, +104% 3M — parabolic. Don't chase. Set alert at $190.
MRVL 🔴 ⚠️ Avoid RSI 87, +67% 30D — custom ASIC thesis right but price wrong.
NVDA 🟠 🔒 Hold RSI 70 — AI compute core. Hold, don't chase.
AVGO 🟠 🔒 Hold RSI 78 — custom ASICs + custom AI accelerator thesis confirmed. Hold.
TSM 🟠 📈 Accumulate RSI 62 — healthiest big chip name. Manufacturing monopoly.
ASML 🟡 📈 Accumulate RSI 55 — EUV monopoly at fair value. Patient entry.
DDOG 🟡 📈 Accumulate RSI 58 — best SaaS relative performer. Not broken.
VEEV 🔴 📈 Accumulate RSI 33, approaching washout. Life sciences SaaS moat intact.
SNOW 🔴 🔍 Watch RSI 35, approaching capitulation. Wait for volume washout confirmation.
ZS 🔴 ❌ Don't Buy Thesis broken — death cross, -64% from ATH, -42.8% 3M.
AI 🔴 ❌ Don't Buy C3.ai: -71% from ATH. Enterprise AI hype deflated.
NOW 🔴 🔍 Watch RSI 41, -57% from ATH. Approaching oversold — but trend still down.
BE 🟠 ⚠️ Avoid RSI 71, +53.9% 30D — Bloom Energy parabolic. Wait for consolidation.
PLTR 🟡 🔍 Watch RSI 48, -31% from ATH. AI/defense thesis still intact. Wait for RSI 35.

What Changed vs 2026-04-10

Previous scan (2026-04-10): AMD at $277, RSI ~60. ARM at ~$165, RSI ~65. Infrastructure names extended but not extreme. SaaS names in decline but not in freefall.

Today (2026-04-26, 16 days later): The divergence has become extreme. AMD is up +25.7% in just 7 days to RSI 89. ARM +42% in 7 days to RSI 87. MRVL +67% 30D to RSI 87. These are bubble-level RSI readings. Meanwhile, the SaaS carnage deepened: ZS -15% 7D, SNOW -18.6% 7D, VEEV -13.3% 7D. The market has fully priced "compute wins, software commoditized." The question is whether the chip names are in a final blowoff top or whether this is the beginning of a sustained supercycle. BE at +1121% 1yr is the most extreme data point — the AI power thesis has gone mainstream.

10 events
DateTypeEvent
Apr 28 ScanAI Scan May 29 ScanAI Scan Mar 31 ScanAI Scan Mar 20 ScanAI Scan Apr 26 ScanTech Insider Buys Mar 11 ScanAI Scan Mar 10 ScanAI Scan Jun 16 ScanAI Scan May 1 ScanAI Scan Apr 13 ScanAI Scan

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