This is the most bifurcated scan in the workspace. Bloom Energy (BE) is up +1,121% in one year and +54% in 30 days — a genuine monster in an otherwise mixed-to-broken space. The EV OEMs are split: Chinese names (NIO, RIVN) show golden crosses while TSLA, BYDDY, LCID break down. Clean energy ETFs (DRIV, KARS, LIT, ICLN) are all printing golden crosses and near 52-week highs. Solar is getting left behind (ENPH, FSLR). Last scan was 16 days ago (2026-04-10).

RIVN $15.90 | RSI 55 | Golden Cross | +5.6% above SMA200 Rivian is the best-positioned EV name technically. Golden cross, above SMA200, RSI 55. +37% 1 year. The Amazon delivery van contract and R2 platform are the catalysts. Not a home run but the technical setup is cleaner than any Chinese EV name.

NIO $6.21 | RSI 51 | Golden Cross | +34.7% 3M NIO is the surprise — golden cross, +9% above SMA200, +34.7% in 3 months. +54% 1 year. The China EV market is showing signs of recovery and NIO's onavo (power swap) infrastructure differentiation is getting traction. RSI 51 neutral — not chasing but watching.

TSLA $352.42 | RSI 39 | Death Cross | -11% below SMA200 Tesla is in a difficult spot. -19.8% 3M, death cross, -11.3% below SMA200. The Musk political overhang is real and quantifiable — brand damage in Europe and coastal US is showing in delivery numbers. RSI 39 approaching oversold but not there. The FSD/Robotaxi thesis is the bull case; it needs a delivery beat or robotaxi milestone to reverse. Watch for RSI < 33 as a potential speculative entry level.

LI $18.13 | RSI 49 | +7% 3M Li Auto is the most stable Chinese EV name. RSI 49, -12.6% below SMA200, but +7% 3M suggests underlying demand holding up. The extended range hybrid strategy (not pure EV) reduces charging infrastructure risk. Neutral.

XPEV $17.47 | RSI 46 | Death Cross | -13% 30D XPeng is breaking down. -13% 30D, -15.1% 3M, death cross. -38% from 52-week high. Competition from BYD is intense. No entry.

BYDDY $12.94 | RSI 44 | -35% from 52wk high BYD is the world's largest EV maker but the ADR is not cooperating. -7.7% 7D, -35% from high. Death cross. The China domestic dominance doesn't translate to ADR price momentum in a risk-off environment.

LCID $6.25 | RSI 27 | -42% 30D | -81% from 52wk high Lucid is a falling knife with deteriorating fundamentals. -41.5% in 30 days. RSI 27 is technically oversold but this is bankruptcy-risk territory. -75% 1 year, -91% 3 years. The Saudi PIF backing is the only reason this is still trading. Oversold does not mean buy.

BE $231.17 | RSI 71 | +1,121% 1Y | DO NOT CHASE Bloom Energy is a generational move. +1,121% 1 year, +113% above SMA200, RSI 71 approaching overbought. This is what a parabolic looks like on the back end of a major thesis turn (AI data center power demand). The energy storage/fuel cell narrative has been validated. But RSI 71 and 113% above SMA200 means this is NOT an entry. This is a hold-if-you-have-it or wait-for-the-pullback situation. The risk of a -30% correction on profit-taking at these levels is real.

ENS $209.30 | RSI 75 | +18% 30D | OVERBOUGHT EnerSys (industrial batteries) is printing RSI 75 and is near its all-time high. +144% 1 year, +50% above SMA200. Same data center power / grid storage narrative as BE. RSI 75 is overbought. Do not buy at these levels.

PLUG $2.93 | RSI 70 | +31% 30D | Near Overbought Plug Power's hydrogen fuel cell story is catching a bid. +31% 30D, RSI 70, +34% above SMA200. Golden cross. But PLUG is a long-term value destroyer (-89% over 5 years) — this is a momentum trade, not an investment. Dangerous at RSI 70.

SEDG $43.21 | RSI 49 | Golden Cross | +26% above SMA200 SolarEdge is recovering. +241% 1 year (from very depressed levels), golden cross, +26% above SMA200. RSI 49 neutral after a -11.3% week. The inverter business is recovering but SEDG remains structurally challenged by Chinese competition. Neutral.

ENPH $35.77 | RSI 50 | -16% 30D Enphase had a bad month (-15.9% 30D) but +10.6% this week suggests a bounce off lows. RSI 50 neutral. -34% from 52-week high. The residential solar microinverter business is rate-sensitive (rooftop solar installers dry up when financing costs rise). No conviction either way.

FSLR $193.76 | RSI 48 | Death Cross | -20% 3M First Solar is the US solar manufacturer narrative (domestic IRA beneficiary) but the stock is breaking down: -20.3% 3M, death cross, -12.3% below SMA200. Policy uncertainty around IRA tariffs and tax credits is the headwind. RSI 48 not compelling.

All four of the primary ETFs (DRIV, LIT, KARS, ICLN) are golden cross + near 52-week highs + overbought RSI territory. This is a sweep — the macro narrative (AI power demand, grid storage buildout, EV infrastructure) is working at the ETF level even while individual EV OEMs are mixed.

DRIV $36.11 | RSI 73 | Golden Cross | -0.6% from 52wk high Autonomous/EV broad ETF is the biggest mover. RSI 73 is overbought. +76% 1 year. If you own this, hold. Do not add at RSI 73.

LIT $83.79 | RSI 67 | Golden Cross | -1.4% from 52wk high Lithium/battery ETF is near all-time high. +128% 1 year. RSI 67 approaching overbought. The battery materials story is working.

TAN $54.90 | RSI 49 | Golden Cross | +15% above SMA200 The solar ETF is the relative laggard — RSI 49, -3.3% 30D. The golden cross is positive but individual solar names (ENPH, FSLR) are weighing it down. Best relative entry of the ETF group but no urgency.

• BE: what's the revenue/earnings story behind +1,121%? AI data center contracts? Grid storage? Quantify the catalyst.
• TSLA: Musk political overhang — is this priced in or still a headwind? Watch Europe delivery data.
• TAN vs ICLN divergence: why is solar ETF lagging the broader clean energy ETF by 10%+ 30D?