AI Scan
Scan
AI Scan
raw scan snapshot — prices as of scan date, not live 104 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-04-28-ai-scan.mdscan slugai-scansource typescan-archive
Bifurcation widens further: hyperscaler/chip names extending into bubble territory (INTC RSI 82 +105% 30D, MU RSI 66 +57% 30D, AMD RSI 73 +65% 30D, ARM +20.7% 7D), Mag7 firm (NVDA RSI 71, GOOGL RSI 71, AMZN RSI 73), while AI SaaS continues unraveling (SNOW -52% from ATH, ZS RSI 32, NOW -57% from ATH, WDAY -57% from ATH). The "compute wins, software commoditized" thesis is now fully priced.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟠 DEEP BIFURCATION SUSTAINED — Chip + hyperscaler in confirmed breakout, SaaS AI in structural decline. Two markets, one scan. |
| Leaders | INTC (+27.3% 7D, +105.2% 30D, RSI 82↑), MU (+17.2% 7D, +56.7% 30D, RSI 66), AMD (+18.9% 7D, +64.9% 30D, RSI 73), ARM (+20.7% 7D, +45.0% 30D), STX (+9.0% 7D, +28.9% 30D, RSI 71), WDC (+11.1% 7D, +22.3% 30D, RSI 68), MRVL (+74.6% 30D, RSI 72), BE (+89.4% 30D, RSI 67) |
| Laggards | SNOW (-18.6% 7D, -23.0% 30D, RSI 35), WDAY (-13.1% 7D, RSI 38), VEEV (-13.3% 7D, RSI 33), NOW (-12.4% 7D, RSI 42), ZS (-15.1% 7D, RSI 32), TEM (-10.2% 7D, RSI 44), PLTR (-8.2% 7D, RSI 48) |
| Key insight | Memory is the new monster trade. MU +56.7% 30D, STX +28.9% 30D + at 52wk high, WDC +22.3% 30D — HBM and storage demand is what AVGO/NVDA was 6 months ago. Three memory names with RSI 66-71 simultaneously = sector-wide breakout. |
Price Table
Chip Infrastructure & Hyperscalers
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| INTC | $84.52 | +27.3% | +105.2% | +73.7% | 82.2 ↑ | +32.4% | strong-up | 🔴 Intel turnaround parabolic — RSI 82, +105% 30D. Verify thesis. |
| AMD | $323.21 | +18.9% | +64.9% | +28.2% | 73.0 ↑ | +22.5% | strong-up | 🔴 RSI 73, +65% 30D — extended but came off prior 88-89 peak |
| MU | $504.29 | +17.2% | +56.7% | +15.8% | 65.6 | +15.5% | strong-up | 🟠 Memory monster — +526% 1Y, RSI 66, 5% from ATH |
| MRVL | $153.23 | +3.4% | +74.6% | +88.5% | 71.6 ↑ | +15.0% | strong-up | 🟠 Custom ASIC — RSI 72, +88% 3M |
| ARM | $198.65 | +20.7% | +45.0% | +83.2% | 63.0 | +16.7% | strong-up | 🟠 RSI 63 — pulled back from earlier 87, still +83% 3M |
| AVGO | $399.83 | +4.9% | +36.3% | +21.2% | 62.3 | +6.5% | strong-up | 🟠 Custom AI ASICs — RSI 62, healthy after 30D run |
| NVDA | $213.17 | +7.3% | +29.1% | +10.7% | 70.6 ↑ | +10.3% | strong-up | 🟠 Core AI compute — RSI 71, near ATH (-1.7%) |
| TSM | $369.57 | +8.0% | +8.9% | +13.3% | 62.0 | +7.6% | strong-up | 🟠 Manufacturing duopoly — RSI 62, healthy |
| AMZN | $259.70 | +3.3% | +29.2% | +7.4% | 73.0 ↑ | +8.7% | up | 🟠 AWS hyperscaler — RSI 73, near ATH (-1.8%), death cross still in |
| GOOGL | $349.78 | +3.5% | +27.9% | +3.5% | 70.6 ↑ | +7.6% | strong-up | 🟠 Alphabet AI pivot paying — RSI 71, near ATH (-1.0%) |
| MSFT | $429.25 | -0.01% | +19.6% | -0.8% | 65.4 | +7.6% | weak-up | 🟡 Recovering — RSI 65, death cross still in |
| META | $671.34 | +0.6% | +25.2% | -9.0% | 58.8 | +5.1% | weak-up | 🟡 RSI 59, -15.7% from ATH, death cross |
| ASML | $1,384.56 | -2.4% | +10.7% | -4.5% | 46.5 | -2.3% | weak-down | 🟡 EUV monopoly — RSI 46, healthy entry zone |
| QCOM | $133.05 | +4.3% | +2.8% | -16.0% | 54.5 | +3.3% | strong-down | 🟡 Death cross, AI mobile thesis unclear |
| SMCI | $25.97 | +11.5% | -18.5% | -8.1% | 51.3 | +6.2% | strong-down | 🟡 Bouncing but -58% from ATH — credibility issues |
Memory & Storage (NEW MONSTER SUBSECTOR)
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| MU | $504.29 | +17.2% | +56.7% | +15.8% | 65.6 | +15.5% | strong-up | 🟠 RSI 66, +526% 1Y, AI HBM thesis |
| STX | $513.28 | +9.0% | +28.9% | +64.7% | 70.7 ↑ | +19.2% | strong-up | 🟠 At 52wk high (-0.75%), RSI 71 |
| WDC | $350.16 | +11.1% | +22.3% | +62.9% | 67.6 | +15.6% | strong-up | 🟠 At 52wk high (-0.49%), +863% 1Y |
AI SaaS / Platform (Mostly in Trouble)
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| DDOG | $131.55 | -0.5% | +13.6% | +2.6% | 59.9 | +8.5% | weak-up | 🟡 Best SaaS — death cross still in but RSI 60 |
| NET | $208.50 | +1.8% | +7.1% | +15.6% | 54.1 | +3.6% | up | 🟡 Cloudflare stable — death cross, CDN/security less exposed |
| ISRG | $466.64 | +1.5% | +3.1% | -8.1% | 48.5 | +0.7% | strong-down | 🟡 Surgical AI different category — death cross |
| ADBE | $243.20 | -5.2% | +0.9% | -16.6% | 48.1 | +0.5% | strong-down | 🟡 Adobe losing AI narrative — -42.5% from ATH |
| PLTR | $142.15 | -8.2% | -6.9% | -16.9% | 48.2 | -2.2% | strong-down | 🟡 Pulling back from meme peak — -31.5% from ATH |
| MDB | $258.20 | -1.9% | +9.8% | -31.0% | 49.5 | +2.9% | strong-down | 🟡 MongoDB declining — death cross, -42% from ATH |
| CRM | $181.32 | -6.2% | -1.8% | -15.1% | 48.4 | +0.8% | strong-down | 🟡 Salesforce losing AI narrative — -38.8% from ATH |
| SOUN | $6.84 | -7.2% | -9.3% | -39.4% | 46.6 | +1.9% | strong-down | 🔴 SoundHound -69% from ATH — speculative AI unwinding |
| AI | $8.97 | -8.1% | +15.2% | -26.8% | 50.5 | +1.6% | strong-down | 🔴 C3.ai -70.3% from ATH. Thesis broken. |
| TEM | $45.98 | -10.2% | -9.6% | -33.6% | 44.2 | -1.7% | strong-down | 🔴 Tempus -55.9% from ATH, death cross |
| PATH | $10.56 | -6.0% | -2.9% | -20.3% | 47.5 | +0.3% | strong-down | 🔴 UiPath -46.8% from ATH. RPA commoditized. |
| NOW | $90.49 | -12.4% | -13.8% | -22.5% | 41.9 | -5.1% | strong-down | 🔴 ServiceNow -57.2% from ATH. Approaching oversold. |
| WDAY | $119.92 | -13.1% | -10.3% | -38.2% | 38.4 ↓ | -6.2% | strong-down | 🔴 Workday -56.6% from ATH, RSI 38 — entry territory |
| VEEV | $158.45 | -13.3% | -14.5% | -27.6% | 32.9 ↓ | -9.4% | strong-down | 🔴 Veeva -49% from ATH, RSI 33 — approaching oversold |
| ZS | $122.62 | -15.1% | -20.2% | -42.8% | 32.1 ↓ | -12.8% | strong-down | 🔴 Zscaler -63.6% from ATH. Death spiral. |
| SNOW | $134.24 | -18.6% | -23.0% | -34.9% | 34.5 ↓ | -14.0% | strong-down | 🔴 Snowflake -52.2% from ATH — approaching washout |
Energy / Power Infrastructure (AI Adjacent)
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| BE | $226.37 | +1.2% | +89.4% | +44.6% | 66.6 | +20.0% | strong-up | 🟠 Bloom Energy +1277% 1Y — RSI 67, near ATH |
| EQIX | $1,076.40 | -0.4% | +11.7% | +31.0% | 62.0 | +2.0% | strong-up | 🟠 Data center REIT — RSI 62, -4.6% from ATH |
| DLR | $194.58 | -3.2% | +11.1% | +17.0% | 57.9 | +1.0% | strong-up | 🟠 Digital Realty — RSI 58, healthy after 30D run |
| CEG | $305.71 | +11.7% | +2.4% | +6.5% | 55.3 | +5.6% | weak-up | 🟡 Constellation nuclear — RSI 55, death cross still in |
| NEE | $96.51 | +3.0% | +4.9% | +10.2% | 63.2 | +3.7% | strong-up | 🟠 NextEra — RSI 63, near ATH (-1.2%) |
| VST | $158.20 | +2.2% | -2.2% | -6.3% | 51.7 | +2.0% | strong-down | 🟡 Vistra -28% from ATH, death cross |
| OKLO | $69.09 | +12.1% | +51.6% | -19.7% | 56.3 | +15.9% | weak-up | 🟡 Oklo +51.6% 30D bounce but -64.4% from ATH, death cross |
| SMR | $9.58 | -11.1% | -20.0% | -51.7% | 36.5 ↓ | -10.8% | strong-down | 🔴 NuScale -83.3% from ATH. SMR thesis collapsing. |
| EOSE | $6.81 | -1.4% | +55.1% | -57.7% | 51.2 | +9.5% | weak-up | 🟡 EOS Energy 30D bounce — but -65.7% from ATH |
Telecom & Networking (Watching for AI Backbone)
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| ANET | $165.29 | -0.5% | +42.3% | +11.6% | 60.1 | +7.9% | strong-up | 🟠 Arista — RSI 60, +42% 30D, near ATH |
| CSCO | $86.86 | -0.1% | +13.4% | +11.3% | 60.1 | +3.3% | strong-up | 🟠 Cisco AI refresh cycle — RSI 60 |
| SKM | $36.10 | +21.5% | +23.9% | +71.1% | 72.1 ↑ | +17.1% | strong-up | 🟠 SK Telecom — RSI 72, near ATH |
| TMUS | $192.43 | -2.7% | -10.4% | +0.7% | 29.3 ↓ | -6.5% | strong-down | 🔴 T-Mobile -28.2% from ATH, death cross — RSI 29 capitulation |
| VZ | $45.42 | -7.0% | -9.5% | +15.8% | 26.9 ↓ | -6.8% | weak-down | 🔴 Verizon RSI 27 — extreme oversold, but no thesis catalyst |
| T | $25.61 | -6.9% | -6.7% | +9.6% | 29.2 ↓ | -7.8% | down | 🔴 AT&T RSI 29 — capitulation, broad telecom selloff |
Cybersecurity (in AI scan context)
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| CRWD | $454.99 | +0.1% | +19.7% | +2.3% | 60.7 | +8.2% | weak-up | 🟡 CrowdStrike — RSI 61, death cross, -19.7% from ATH |
| PANW | $180.99 | +3.6% | +17.3% | +2.7% | 60.8 | +7.2% | weak-up | 🟡 Palo Alto — RSI 61, death cross, -19.1% from ATH |
| FTNT | $85.72 | +0.6% | +8.4% | +5.2% | 57.6 | +4.1% | up | 🟡 Fortinet — best technicals in cybersec, -21.6% from ATH |
Quantum / Speculative
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| IONQ | $43.08 | -8.7% | +62.0% | -0.4% | 60.2 | +15.8% | weak-up | 🟡 IonQ +62% 30D bounce, down 3M — speculative |
| RGTI | $15.13 | +3.5% | -6.3% | -41.2% | 48.6 | +2.9% | strong-down | 🔴 Rigetti -74% from ATH — deep trouble |
| BBAI | $4.12 | -7.2% | +35.5% | -25.4% | 60.1 | +13.3% | weak-up | 🟡 BigBear bouncing — but -56% from ATH |
AI Themed ETFs
| Stock | Price | 7D% | 30D% | 3M% | RSI | vs SMA20 | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| SMH | $443.34 | +10.9% | +12.5% | +14.2% | 69.6 ↑ | +11.3% | strong-up | 🟠 Semis at 52wk high, RSI 70 |
| BOTZ | $37.66 | +2.8% | +17.7% | -0.8% | 59.0 | +4.9% | strong-up | 🟠 Robotics ETF — RSI 59, near ATH (-5.3%) |
| ROBO | $75.16 | +5.9% | +5.7% | +2.2% | 60.7 | +6.8% | strong-up | 🟠 Robotics — RSI 61 |
| AIQ | $54.50 | +1.8% | +21.7% | +2.8% | 63.3 | +5.9% | strong-up | 🟠 AI ETF — RSI 63, near ATH (-1.7%) |
Tier Analysis
Capitulation / Extreme Oversold (RSI < 35)
- VZ (RSI 26.9, -7% 7D, -12.1% from ATH) — Verizon at extreme oversold but no catalyst.
- T (RSI 29.2, -6.9% 7D) — AT&T capitulation. Broad telecom selloff.
- TMUS (RSI 29.3, -10.4% 30D, -28.2% from ATH) — T-Mobile death cross, capitulation.
- ZS (RSI 32.1, -64% from ATH) — Zscaler death spiral, -42.8% 3M.
- VEEV (RSI 32.9, -49% from ATH) — Veeva approaching washout.
- SNOW (RSI 34.5, -52% from ATH) — Snowflake -23% 30D.
Oversold (RSI 35-40)
Neutral (RSI 40-65)
Approaching Overbought (RSI 65-75)
Extreme / Overbought (RSI > 75)
- INTC (RSI 82.2, +105.2% 30D, +73.7% 3M) — most extreme reading in scan. Don't chase.
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. 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. |
| ASML | $1,384.56 | $1,350-1,420 | 46.5 | +10.7% | 📈 Accumulate | EUV monopoly. RSI 47 — healthiest entry on extended-thesis list. |
| TSM | $369.57 | $340-370 | 62.0 | +8.9% | 📈 Accumulate | Manufacturing duopoly — RSI 62, healthy big-chip. |
| DDOG | $131.55 | $122-132 | 59.9 | +13.6% | 📈 Accumulate | Best SaaS in scan, RSI 60. Observability secular trend. |
| ZS | $122.62 | — | 32.1 ↓ | -20.2% | ❌ Don't Buy | Death spiral, -64% from ATH. Thesis impaired. |
| INTC | $84.52 | Wait for $65-72 | 82.2 ↑ | +105.2% | ⏳ Waiting | RSI 82 most extreme in scan. Set alert at SMA50 ($53). |
| AMD | $323.21 | Wait for $260-280 | 73.0 ↑ | +64.9% | ⏳ Waiting | RSI 73, +65% 30D — strong thesis, terrible entry. |
| MU | $504.29 | Wait for $440-470 | 65.6 | +56.7% | ⏳ Waiting | Memory thesis real but +57% 30D — chase risk too high. |
| ARM | $198.65 | Wait for $170-185 | 63.0 | +45.0% | 🔍 Watch | RSI cooled from 87 to 63 — pullback in progress, may complete |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| INTC | 🔴 | ⚠️ Avoid | RSI 82, +105% 30D — most overbought in scan. Verify turnaround before chasing. |
| AMD | 🔴 | ⚠️ Avoid | RSI 73, +65% 30D — extended. Wait for $260-280. |
| MU | 🟠 | 🔒 Hold | RSI 66 — memory thesis real, hold winners, don't chase. |
| MRVL | 🟠 | 🔒 Hold | RSI 72, +75% 30D — custom ASIC thesis confirmed |
| NVDA | 🟠 | 🔒 Hold | RSI 71 — AI compute core. Hold, don't chase. |
| AVGO | 🟠 | 🔒 Hold | RSI 62 — custom AI ASIC + healthy. |
| TSM | 🟠 | 📈 Accumulate | RSI 62 — healthiest big chip. |
| ASML | 🟡 | 📈 Accumulate | RSI 47 — EUV monopoly at fair value. |
| DDOG | 🟡 | 📈 Accumulate | RSI 60 — best SaaS relative performer |
| VEEV | 🔴 | 📈 Accumulate | RSI 33 approaching washout. Life sciences SaaS moat intact. |
| SNOW | 🔴 | 🔍 Watch | RSI 35 approaching capitulation — wait for volume washout |
| ZS | 🔴 | ❌ Don't Buy | Thesis broken — -64% from ATH, -42.8% 3M |
| AI | 🔴 | ❌ Don't Buy | C3.ai -70.3% from ATH. Hype deflated. |
| NOW | 🔴 | 🔍 Watch | RSI 42, -57% from ATH — approaching oversold but trend down |
| WDAY | 🔴 | 🔍 Watch | RSI 38, -57% from ATH — entry territory but momentum down |
| BE | 🟠 | 🔒 Hold | RSI 67 — Bloom Energy +1277% 1Y, AI power thesis at full speed |
| PLTR | 🟡 | 🔍 Watch | RSI 48, -31.5% from ATH — wait for RSI 35 |
| TMUS | 🔴 | 🔍 Watch | RSI 29 — extreme oversold but no clear catalyst |
| VZ | 🔴 | 🔍 Watch | RSI 27 — extreme but no thesis change |
| T | 🔴 | 🔍 Watch | RSI 29 — broad telecom selloff |
| OKLO | 🟡 | 🔍 Watch | +51.6% 30D bounce — but -64% from ATH, death cross |
| SMR | 🔴 | ❌ Don't Buy | -83% from ATH, -51.7% 3M, strong-down |
What Changed vs 2026-04-26
The two-day update tells a clear story: the chip rally is rotating, not consolidating, and the SaaS pain is unchanged.
- AMD cooled from RSI 88-89 to 73 while still +18.9% 7D. The peak overbought reading rotated to memory: MU went from RSI ~62 to 66 with +17.2% 7D, +56.7% 30D. STX +9% 7D, WDC +11% 7D — the memory subsector took over leadership.
- INTC kept extending — now RSI 82 with +27.3% 7D and +105.2% 30D. This is the most extreme single signal in the scan. The Intel turnaround narrative has gone fully parabolic.
- ARM consolidated — RSI fell from 87 to 63 even with +20.7% 7D. The 30D number stays at +45% but the daily extreme is gone.
- Mag7 firmed: NVDA RSI 71 (was 70), GOOGL RSI 71 (was 69), AMZN RSI 73 (was 80 — pulled back), MSFT RSI 65 (was 63), META RSI 59 (was 61). AMZN cooled but most stayed high.
- SaaS carnage unchanged: SNOW, ZS, VEEV, WDAY, NOW all roughly the same. The decline is structural, not panicky.
- Telecom rolled over hard — VZ, T, TMUS now at RSI 27-29, all in capitulation. New oversold names didn't appear two days ago at this scale.
- BE accelerated — +89.4% 30D (was +53.9%), confirming the AI power picks-and-shovels has another leg.
- Memory is the new monster: MU +56.7% 30D, STX at 52wk high, WDC at 52wk high. Three names at RSI 66-71 simultaneously means the entire subsector is breaking out, which historically resolves over weeks not days.
The bifurcation thesis — compute wins, software loses — got even more extreme. The chase risk on chips/memory/Mag7 keeps climbing while SaaS valuations keep getting compressed. The entry list (VEEV, SNOW, WDAY, ASML) is unchanged; the avoid list (INTC, AMD, MU, ARM) keeps growing.
The Gold
Key Discoveries
| Discovery | Implication |
|---|---|
| INTC RSI 82 with +105% 30D | Most extreme single reading in scan — chase risk highest here |
| Memory subsector (MU/STX/WDC) all RSI 66-71 | Sector-wide breakout — HBM + storage demand confirms AI buildout |
| Telecom (VZ/T/TMUS) all RSI 27-29 | Broad capitulation in dividend-defensive trade — money rotating to growth |
| BE +89.4% 30D | AI power thesis on its 2nd leg — picks-and-shovels working |
| ARM RSI 87 → 63 in 2 days | Mean reversion possible from extreme RSI — but 30D return still +45% |
Mistakes (Don't Repeat)
| Mistake | Lesson |
|---|---|
| Buying INTC at RSI 82 | Don't chase parabolic turnaround stories |
| Buying SNOW at RSI 35 without volume washout | Wait for capitulation low, not just falling RSI |
| Calling SaaS bottom in March | Structural decline does not resolve quickly |
Open Questions
- Is INTC turnaround real or pure short squeeze on a thin float?
- Will memory hold (MU/STX/WDC) beat custom ASIC (AVGO/MRVL) over next quarter?
- VEEV at RSI 33 — first SaaS name worth nibbling, or still falling knife?
- TMUS/VZ/T at RSI 27-29 — value trap or genuine washout entry?
- Is BE +1277% 1Y the canary that the AI power trade is bubbly, or proof of supercycle?
Related
10 eventsNo direct external sources are attached to this read.