Insider Scan

Scan

Insider Scan

raw scan snapshot — prices as of scan date, not live 56 rows · screens, not recommendations ported fromresearch/classic/scans/_archive/2026-04-28-insider-scan.mdscan sluginsider-scansource typescan-archive

Insider activity bifurcated and decisively bearish in aggregate — TSLA the headline buyer (+$200M into the dip) plus CRSP, ASAN, TSM. Selling is massive: AMZN -$10.9B (largest), LLY -$4.8B, PLTR -$3.7B, NVDA -$3.0B at RSI 84. ZS is the lone "selling into the dip" name (RSI 29 + insiders dumping $170M).

Quick Snapshot

Signal Reading
Overall 🟡 Insider tone bearish — 53 net sellers vs 4 net buyers; mega-caps (AMZN/NVDA) dumping into rally, but TSLA buying weakness
Key insight TSLA insider +$200M while RSI 37 + 30D -10.9% = the contrarian "smart money buying weakness" signal. ZS the inverse — insiders dumping $170M into RSI 29 capitulation

Insider Activity Summary

Signal Count Stocks
🏆 GOLDEN (RSI<30 + Buying) 0
🟢 BUYING 4 TSLA (+$200M), CRSP (+$28M), ASAN (+$8M), TSM (+$820K)
⚠️ SELLING INTO DIP 1 ZS (-$170M, RSI 29)
🔴 MASSIVE SELLING (>$500M) 14 AMZN, LLY, PLTR, NVDA, PANW, AVGO, NFLX, SNOW, RBLX, COIN, NET, ABNB, SOFI, DDOG

🟢 Insider Buying — The Contrarian Signal

Stock Price 7D% 30D% RSI Insider Net Note
TSLA $352.42 -7.6% -10.9% 37 +$200.3M Mega-cap insiders buying weakness — the headline
CRSP $52.06 -10.2% +17.4% 59 +$28.1M Gene editing — RSI mid-range, strong-down trend
ASAN $6.33 +8.4% +1.9% 49 +$8.4M Micro-cap; insiders defending floor at -67% from high
TSM $369.57 +8.2% +8.9% 62 +$820K Foundry monopoly — small but symbolic buy

⚠️ Selling Into Dip — The Caution Signal

Stock Price 7D% 30D% RSI Insider Net Note
ZS $122.62 -10.3% -20.2% 29 -$170.1M Insiders dumping into capitulation = thesis breakdown signal

🔴 Massive Selling Into Strength (>$500M Net)

Stock Price RSI 30D% Insider Net Note
AMZN $259.70 87 +29.2% -$10.9B RSI 87 — biggest insider sell of any name
LLY $874.00 46 -1.4% -$4.8B GLP-1 leader; selling into pullback weakness
PLTR $142.15 47 -6.9% -$3.7B Continued mega-selling thru the pullback
NVDA $213.17 84 +29.1% -$3.0B Sell into RSI 84 strength
PANW $180.99 65 +17.3% -$1.7B Cybersec rally being faded
AVGO $399.83 76 +36.3% -$1.4B AI silicon sell into strength
NFLX $92.27 49 -0.8% -$1.4B Selling into mid-range RSI
SNOW $134.24 31 -23.0% -$1.2B Selling into capitulation — like ZS
RBLX $59.79 54 +1.0% -$950M Mid-range exit
COIN $194.10 62 +20.7% -$923M Crypto exchange rally being faded
NET $208.50 55 +7.1% -$742M Cloud/edge name
ABNB $139.04 66 +12.9% -$713M Travel name selling into strength
SOFI $17.05 48 -3.3% -$650M Fintech mid-range exit
DDOG $131.55 63 +13.6% -$573M SaaS rally being faded

Key Names — Price Cross-Reference (Summary JSON vs Insider Output)

All summary prices match insider output (no >2% discrepancies detected).

Stock Summary Price Insider Output Match
TSLA $352.42 $352.42
AMZN $259.70 $259.70
LLY $874.00 $874.00
NVDA $213.17 $213.17
AAPL $270.71 $270.71
ZS $122.62 $122.62
PLTR $142.15 $142.15
AVGO $399.83 $399.83

Tier Analysis

Tier 1 — Mega-Cap "Sell Into Strength" (RSI > 70)

The story: AMZN/NVDA/AVGO/META all at RSI 75-87 with massive insider dumping. Insiders unwinding into strength. Doesn't kill the trade but caps upside.

Ticker RSI 30D% Insider
AMZN 87 +29.2% -$10.9B
NVDA 84 +29.1% -$3.0B
BE 80 +89.4% -$401M
META 77 +25.2% -$348M
AVGO 76 +36.3% -$1.4B
AFRM 71 +46.8% -$326M

Tier 2 — Selling Into Capitulation (RSI < 35)

The bearish thesis: insiders are dumping while the stock collapses. Confirms broken thesis.

Ticker RSI 30D% Insider Verdict
ZS 29 -20.2% -$170M Most concerning — selling INTO capitulation
SNOW 31 -23.0% -$1.2B Massive sell into rubble — thesis broken

Tier 3 — Contrarian Buy (Insider Buying + Pullback)

The bullish thesis: insiders defending or accumulating weakness. TSLA the only mega-cap with this signal.

Ticker RSI 30D% Insider Verdict
TSLA 37 -10.9% +$200M Smart-money pullback buy signal
CRSP 59 +17.4% +$28M Gene editing accumulation
ASAN 49 +1.9% +$8M Micro-cap defense

Action Matrix

Action Stocks Why
🟢 ACCUMULATE TSLA Insider buying weakness ($200M into -10.9% 30D) — strongest contrarian signal in scan
🔍 RESEARCH CRSP, ASAN, TSM Smaller insider buys, validate thesis before action
⚠️ CAUTION ZS, SNOW Insiders selling INTO dip = thesis broken signal
🔍 WATCH AMZN, NVDA, AVGO, META, BE RSI 76-87 + heavy insider selling = mean reversion risk on the way up
🔍 WATCH LLY, PLTR Continued institutional selling — tier-2 concern

What Changed (vs Apr 10 scan)

  • NEW: TSLA insider buying — was 🔍 Watch with RSI 34, now insiders putting $200M into the weakness. Major contrarian buy signal.
  • AMZN selling 10x bigger — was at RSI 71 with -$182M (per Apr 10 actions); now -$10.9B at RSI 87. Insiders aggressively de-risking.
  • NVDA + AVGO at RSI 84/76 with massive selling — Apr 10 had them at RSI 61/71. Run continued, insiders kept selling.
  • ZS still the dip-sell name — RSI was 26.2 then, 29 now. Same warning, sustained selling.
  • CRWD insiders dumping $432M — was Mar/Apr "candidate" name; now insiders cashing out as rally extended.
  • PANW added to massive-selling list — wasn't there in Apr 10.
  • No GOLDEN signal (RSI<30 + buying) — same as Apr 10. The "perfect" setup remains absent.

The Gold

Key Discoveries

Discovery Implication
TSLA insider +$200M into RSI 37 / -10.9% 30D Strongest contrarian buy signal of the scan — smart money buying weakness
AMZN -$10.9B at RSI 87 Largest insider sell of any name; mega-cap rally being aggressively faded
ZS + SNOW: insiders selling into capitulation Both broken theses — not contrarian buys, falling-knife confirmation
53 net sellers vs 4 net buyers Insider sentiment broadly bearish despite bull tape
No GOLDEN (RSI<30 + buying) signals The "perfect setup" remains absent for 2+ scans now

Mistakes (Don't Repeat)

Mistake Lesson
Treating insider buying as auto-confirm TSLA at -10.9% with $200M buy is great signal but doesn't mean immediate bounce — track outcome
Reading insider sells as bear at all RSI levels Insiders selling at RSI 87 (AMZN/NVDA) is rational diversification, not necessarily bearish

Open Questions

  • TSLA: does the insider buy + RSI 37 setup play out as bounce or does -29% from high extend?
  • Why are insiders aggressively dumping AMZN at RSI 87 — earnings ahead? Strategic exits? Tax planning?
  • ZS at RSI 29 with insiders selling $170M — is the cybersec growth thesis genuinely broken (vs CRWD/PANW intact)?
10 events

No direct external sources are attached to this read.