Tech Insider Buys

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Tech Insider Buys

raw scan snapshot — prices as of scan date, not live 79 rows · screens, not recommendations ported fromresearch/classic/scans/2026-04-26-tech-insider-buys.md

Semis went parabolic while insider buying dried up — only TSLA, CRSP, and ASAN have meaningful buy signals; the best risk/reward is now in beaten-down SaaS, not the rippers.

Signal Reading
Overall 🟡 Bifurcated: semiconductors (AMD, ARM, INTC, MRVL) are overbought with insiders selling; beaten-down SaaS names are oversold but only a few have buy signals
Key insight CRDO up +2173% in 3 years with RSI 77.6 — the optical/networking AI trade is real and still being sold by insiders; NOW down 57% from high with RSI 41 and no insider buy = still a falling knife

Quick Snapshot

Segment Status Key Name
Mega-cap AI (NVDA, AMZN, GOOGL, META) 🟠 Extended, insiders selling AMZN RSI 79.9 — most overbought
Semi Parabolas (AMD, ARM, INTC, MRVL) 🔴 RSI 82-88, insiders selling AMD RSI 88.5, +58% 30D
Enterprise SaaS losers (NOW, TEAM, WDAY, VEEV) 🟡 Oversold RSI, death crosses NOW -57% from ATH, RSI 41
Cybersecurity (ZS, OKTA, PANW, CRWD) 🟡 Mixed — CRWD recovering, ZS falling ZS insiders selling at RSI 32
Cloud infra plays (DDOG, NET, CFLT) 🟡 Neutral NET solid, DDOG recovering
Insider Buy Signals 🟢 Sparse TSLA, CRSP, ASAN only

Price Table — Mega-Cap Tech

Stock Price 7D 30D 3M RSI vs SMA200 Action
AAPL $271.06 -0.9% +7.3% +6.2% 60.0 +7.0% 🔒 Hold
MSFT $424.62 +1.2% +14.4% -9.5% 62.9 -9.4% 🔍 Watch
GOOGL $344.40 +1.4% +18.4% +3.4% 68.9 +24.7% ⚠️ Extended
AMZN $263.99 +6.8% +24.7% +10.7% 79.9 +16.6% ⚠️ Overbought
NVDA $198.87 +8.1% +8.5% +6.8% 69.6 +9.7% ⚠️ Extended
META $675.03 -0.2% +13.5% +0.5% 61.4 -0.6% 🔒 Hold

Price Table — Semiconductor Parabolas (⚠️ Overbought)

Stock Price 7D 30D 3M RSI vs SMA200 Action
AMD $347.81 +25.7% +57.9% +38.4% 88.5 +68.4% ⚠️ Danger — insiders selling
ARM $234.81 +42.1% +49.5% +104.7% 87.2 +68.0% ⚠️ Danger — insiders selling
INTC $82.54 +24.6% +75.0% +94.3% 82.4 +114.7% ⚠️ Extreme — insiders selling
MRVL $164.31 +13.1% +67.0% +101.0% 87.2 +90.7% ⚠️ Extreme — insiders selling
AVGO $422.76 +5.9% +32.6% +30.4% 78.0 +26.0% ⚠️ Extended — insiders selling
ASML $1,457.70 -0.4% +4.6% +3.3% 54.5 +32.6% 🔒 Hold
TSM $369.57 +8.0% +8.9% +13.3% 62.0 +26.0% 🔒 Hold
KLAC $1,935.00 +8.1% +25.3% +25.6% 75.2 +56.5% ⚠️ Overbought
LRCX $267.78 +0.8% +14.7% +20.3% 61.1 +57.4% 🔒 Hold
QCOM $133.05 +4.3% +2.8% -16.0% 54.5 -14.6% 🔍 Watch
CRDO $195.04 +20.2% +87.7% +52.4% 77.6 +44.5% 🔴 Extreme — AI optical play

Price Table — Cybersecurity

Stock Price 7D 30D 3M RSI vs SMA200 Action
CRWD $448.13 +4.9% +16.1% -4.3% 58.8 -2.2% 🔒 Hold
PANW $164.11 -8.2% -2.0% -12.6% 51.3 -11.9% 🔍 Watch
FTNT $84.34 +2.1% +6.9% +1.5% 54.9 +1.0% 🔒 Hold
ZS $122.62 -15.1% -20.2% -42.8% 32.1 -50.1% ❌ Avoid — insider selling
OKTA $67.35 -20.0% -12.7% -24.8% 39.2 -22.8% 🔍 Watch

Price Table — Enterprise SaaS (Deep Value / Falling Knives)

Stock Price 7D 30D 3M RSI vs SMA200 Action
NOW $90.17 -8.7% -12.5% -33.9% 41.1 -40.9% ❌ Falling knife
TEAM $61.30 -16.5% -19.5% -53.6% 35.1 -57.4% ❌ Falling knife
VEEV $158.45 -13.3% -14.5% -27.6% 32.9 -35.5% 🔍 Watch
WDAY $119.92 -13.1% -10.3% -38.2% 38.4 -41.1% 🔍 Watch
HUBS $223.32 -0.6% -6.2% -32.1% 45.1 -41.4% ❌ Avoid
MDB $253.59 -3.5% +2.9% -38.3% 46.7 -19.7% 🔍 Watch
SNOW $134.24 -18.6% -23.0% -34.9% 34.5 -36.8% ❌ Falling knife + insider selling
CRM $178.16 -4.5% -1.9% -22.1% 45.3 -22.4% 🔍 Watch
INTU $395.95 -0.2% -7.0% -29.3% 46.1 -33.4% 🔍 Watch
SAP $169.57 -4.6% -11.5% -29.0% 38.7 -31.0% 🔍 Watch
ESTC $46.40 -4.3% -7.1% -38.3% 40.9 -36.7% ❌ Avoid
ADBE $245.44 -1.6% +3.5% -19.5% 49.1 -22.6% 🔍 Watch

Price Table — Cloud & Observability

Stock Price 7D 30D 3M RSI vs SMA200 Action
NET $207.07 +3.2% -5.0% +9.4% 53.6 +2.3% 🔒 Hold
DDOG $129.48 +2.5% +5.0% -5.2% 58.3 -6.3% 🔒 Hold
CFLT $30.99 +0.9% 0.0% +1.5% 71.4 +24.7% ⚠️ Extended
DOCN $95.21 +6.8% +9.4% +61.5% 62.3 +90.4% ⚠️ Extreme run
ORCL $169.81 +12.1% +9.3% -10.8% 66.2 -20.8% 🔍 Watch

Price Table — Fintech & Other

Stock Price 7D 30D 3M RSI vs SMA200 Action
COIN $199.77 -2.6% +10.3% -6.4% 55.5 -25.8% 🔍 Watch
AFRM $63.72 -2.0% +41.4% -7.3% 65.5 -5.9% ⚠️ Extended
SMCI $25.97 +11.5% -18.5% -8.1% 51.3 -33.9% 🔍 Watch
BE $231.17 +10.4% +53.9% +65.6% 71.1 +113.2% ⚠️ Extreme — insiders selling $401M

Insider Buy Signals (with price cross-ref)

Symbol Price (summary) Insider Net RSI Trend Action
TSLA $352.42 +$200.3M 39.2 strong-down 📈 Accumulate
CRSP $48.78 +$28.1M 40.7 strong-down 📈 Accumulate
ASAN $6.39 +$8.4M 49.9 strong-down 🔍 Watch
TSM $369.57 +$0.8M 62.0 strong-up 🔒 Hold

Tier Analysis — Where to Look Now

Tier 1 — Overbought Parabolas (No New Buys)

AMD, ARM, INTC, MRVL, CRDO all in RSI 77-88 range after 50-100%+ 30D runs. Insiders selling into all of them. Wait for RSI to reset to 50-60 range before reconsidering.

Tier 2 — Oversold with Insider Buy Signal

TSLA (RSI 39, $200M buy), CRSP (RSI 41, $28M buy) — small starter positions make sense here.

Tier 3 — Oversold SaaS Watchlist (No Buy Yet)

VEEV (RSI 33), TEAM (RSI 35), NOW (RSI 41), WDAY (RSI 38) — these are deep-value candidates IF they stop falling. None have insider buy signals. Watch for RSI stabilization and volume drying up.

Tier 4 — Structural Losers (Avoid)

SNOW, ZS, HUBS, ESTC — multi-year destruction with insider selling. Not contrarian plays, just broken businesses.


Entry Zones

APPROACHING OVERSOLD (RSI 30-42)

Stock Current Zone RSI 30D Insider Action Notes
TSLA $352.42 <$340 39.2 -10.9% +$200.3M 📈 Accumulate First insider buy signal in months
CRSP $48.78 <$45 40.7 +3.6% +$28.1M 📈 Accumulate Gene editing, quality insider signal
VEEV $158.45 <$150 32.9 -14.5% 🔍 Watch Healthcare CRM leader, -49% from ATH
TEAM $61.30 <$55 35.1 -19.5% 🔍 Watch Atlassian -75% from ATH — speculative
WDAY $119.92 <$115 38.4 -10.3% 🔍 Watch Enterprise HR SaaS at -57% from ATH

Action Matrix

Action Stocks Why
✅ STRONG BUY TSLA <$340, CRSP <$45 Insider buy + approaching oversold
🔒 HOLD NVDA, GOOGL, NET, DDOG, AAPL, TSM, ASML Core holdings, thesis intact
🔍 WATCH VEEV, WDAY, QCOM, ORCL, PANW, MDB Oversold/discounted, no buy signal yet
⚠️ AVOID ADDING AMD, ARM, INTC, MRVL, AVGO, AMZN RSI 78-88, insiders cashing out
❌ DON'T BUY ZS, SNOW, TEAM (yet), NOW Broken trends, insider selling, falling knife

What Changed vs 2026-04-10

Stock Apr 10 Apr 26 Change Note
AMD ~$220 $347.81 +58% Went parabolic — don't chase
ARM ~$157 $234.81 +50% Parabolic — insiders selling
INTC ~$47 $82.54 +76% Massive rip — insiders selling
MRVL ~$98 $164.31 +67% Parabolic — insiders selling
CRDO ~$104 $195.04 +88% Optical AI play still running
DOCN ~$59 $95.21 +61% Cloud infra under the radar
NOW ~$108 $90.17 -17% Getting worse — avoid
TEAM ~$73 $61.30 -16% Accelerating lower
ZS ~$145 $122.62 -15% Breakdown continues

Key Discoveries

Discovery Implication
AMD/ARM/INTC/MRVL all at RSI 82-88 with insiders selling Semi supercycle trade fully repriced — insiders say the easy money is made
CRDO +2173% in 3Y with RSI 77.6 Optical/networking AI play (AI Power Bottleneck perspective) validated
TSLA $200M insider buy at RSI 39 First insider buy in months — "Musk FUD discount" opportunity
BE $231 +114% above SMA200 with insiders selling $401M AI power trade insiders taking massive profits

Mistakes (Don't Repeat)

Mistake Lesson
Buying parabolic semis at RSI 85+ Wait for RSI reset before re-entering AMD, ARM, INTC, MRVL

Open Questions

  • Are TEAM, VEEV, WDAY basing or still heading lower? Need volume to dry up first.
  • DOCN +62% in 3M — is this a permanent re-rating or a dead-cat bounce?
  • ORCL bouncing +12% in 7 days — cloud recovery or short squeeze?
9 events

No direct external sources are attached to this read.