AI Scan

Scan

AI Scan

Scan symbols 65
NVDAAMDAVGOMRVLARMSMCIQCOMINTCTSMASMLAMZNMSFTGOOGLMETATSLAPLTRAISNOWDDOGMDBPATHCRMNOWADBEWDAYZSSOUNBBAIIONQRGTIISRGTEMVEEVTACNETBEEOSEFSLRENPHSEDGRUNCEGVSTSMROKLONEEMUSTXWDCEQIXDLRANETCSCOCRWDPANWFTNTTVZTMUSBCESKMSMHBOTZROBOAIQ
Watchlists 1
@ai-scan
raw scan snapshot — prices as of scan date, not live 96 rows · screens, not recommendations

Extreme bifurcation: semis, storage, and networking are in historic rips (+100-2100% 3M leaders) while legacy cloud software (MSFT, CRM, ADBE, ZS, NOW) is in multi-month collapse — this is a sector rotation, not a market top.

Quick Snapshot

Signal Reading
Overall 🟡 Bifurcated — semis ripping, enterprise SaaS collapsing
Key insight WDC +117%, STX +145%, MU +121%, ARM +211%, MRVL +207% in 3M; meanwhile ADBE -18%, ZS -27%, CRM -17% in 30D
Leaders WDC (RSI 73↑), STX (RSI 71↑), FTNT (RSI 68), ARM, MRVL
Laggards ADBE (RSI 32), CRM (RSI 36), ZS (RSI 42), NOW (RSI 46), PATH (RSI 44)
Watch SMCI -27% 7D crash — audit/compliance risk re-emerging

Price Table

Stock Price RSI SMA20 vsSMA 7D% 30D% 3M% Signal
MU $1,020.76 60.3 $928.25 +10.0% +14.01% +49.77% +121.18% 🟡 Strong
STX $1,031.34 71.6 ↑ $876.73 +17.6% +17.37% +39.21% +145.35% 🔴 Overbought
WDC $681.08 73.3 ↑ $537.72 +26.7% +24.95% +48.53% +117.09% 🔴 Overbought
ARM $396.34 63.9 $343.37 +15.4% +23.67% +84.24% +211.32% 🟡 Strong
MRVL $278.67 59.3 $245.75 +13.4% +14.53% +64.96% +207.11% 🟡 Strong
AMD $507.29 57.0 $492.45 +3.0% +12.37% +20.50% +158.41% 🟡 Strong
INTC $117.05 54.8 $115.08 +1.7% +16.80% +8.21% +165.66% 🟡 Strong
FTNT $147.02 67.6 $139.78 +5.2% +8.55% +16.22% +76.79% 🟡 Strong
CRWD $679.49 57.1 $684.23 -0.7% +7.75% +9.80% +56.85% 🟡 Strong
PANW $279.90 63.3 $269.40 +3.9% +8.21% +13.07% +65.44% 🟡 Strong
BE $280.88 53.9 $277.79 +1.1% +1.75% +8.57% +75.50% 🟡 Strong
CSCO $119.57 56.5 $120.94 -1.1% -1.43% +0.58% +51.66% 🟡 Neutral
ANET $168.01 58.3 $158.47 +6.0% +9.07% +18.56% +26.26% 🟡 Strong
ASML $1,803.89 59.1 $1,693.15 +6.5% +4.64% +22.51% +30.14% 🟡 Strong
TSM $425.83 53.4 $421.17 +1.1% +2.37% +7.80% +23.37% 🟡 Neutral
SNOW $238.32 62.8 $222.96 +6.9% +0.66% +45.10% +36.49% 🟡 Strong
DDOG $231.11 57.7 $233.77 -1.1% +0.36% +10.67% +79.34% 🟡 Strong
MDB $348.81 54.5 $345.67 +0.9% +2.07% +5.70% +28.11% 🟡 Neutral
FSLR $264.36 50.9 $275.48 -4.0% +2.31% +13.15% +31.90% 🟡 Neutral
SEDG $57.15 46.8 $65.34 -12.5% +0.35% +3.48% +33.28% 🟡 Pullback
IONQ $56.06 47.7 $61.76 -9.2% +2.63% +13.69% +68.30% 🟡 Pullback
TEM $50.56 52.4 $48.77 +3.7% +8.78% +15.91% -0.55% 🟡 Neutral
NET $230.97 50.4 $234.81 -1.6% -2.49% +14.48% +9.20% 🟡 Neutral
VST $158.61 56.4 $151.82 +4.5% +4.21% +15.99% -3.35% 🟡 Neutral
AIQ $64.64 53.5 $64.95 -0.5% +3.58% +6.46% +30.38% 🟡 Neutral
NVDA $207.41 47.4 $213.09 -2.7% +2.65% -6.60% +14.14% 🟡 Pullback
QCOM $214.07 51.3 $222.96 -4.0% +6.82% +5.51% +63.28% 🟡 Pullback
RGTI $20.64 48.3 $22.54 -8.4% +7.62% +24.19% +27.25% 🟡 Pullback
AI $10.93 59.5 $10.39 +5.2% +1.38% +24.91% +24.06% 🟡 Weak
EQIX $1,094.68 59.9 $1,067.03 +2.6% +0.06% +3.53% +12.61% 🟡 Neutral
DLR $190.45 54.6 $186.46 +2.1% +0.28% +1.71% +6.28% 🟡 Neutral
TSLA $404.66 48.1 $414.92 -2.5% +0.93% -1.30% +1.35% 🟡 Stuck
CEG $268.00 48.1 $269.33 -0.5% +4.47% +2.29% -12.76% 🟡 Pullback
NEE $86.23 45.4 $86.06 +0.2% +2.44% -2.44% -6.13% 🟡 Weak
AVGO $376.71 41.0 $414.97 -9.2% +0.20% -10.46% +17.49% 🟠 Pullback
AMZN $246.00 43.1 $255.40 -3.7% -0.49% -7.12% +14.31% 🟠 Pullback
SMCI $29.22 39.6 $38.26 -23.6% -26.96% -5.28% -7.27% 🔴 Crash
BBAI $3.96 43.0 $4.38 -9.6% -1.22% +1.02% 0.00% 🔴 Broken
PATH $10.52 44.0 $11.17 -5.8% -1.19% -1.13% -12.19% 🔴 Broken
PLTR $133.25 45.3 $138.69 -3.9% +0.50% -1.40% -14.08% 🔴 Collapse
SOUN $7.03 39.8 $7.91 -11.1% +0.55% -15.81% -10.10% 🔴 Broken
EOSE $6.81 46.2 $7.56 -9.9% -3.78% -8.34% +20.74% 🔴 Down
ZS $127.23 41.6 $143.86 -11.6% +3.07% -27.17% -18.44% 🔴 Collapse
NOW $101.33 45.5 $109.66 -7.6% -4.89% -2.02% -13.19% 🔴 Collapse
WDAY $126.77 43.2 $135.75 -6.6% -6.50% -1.64% -6.21% 🔴 Collapse
CRM $161.71 36.1 $179.75 -10.0% -8.29% -9.67% -16.78% 🔴 Collapse
ADBE $207.32 31.7 $241.58 -14.2% -15.13% -18.90% -18.44% 🔴 Approaching oversold
OKLO $57.45 43.5 $62.65 -8.3% +5.99% -1.90% -5.09% 🔴 Broken
SMR $9.89 42.1 $11.20 -11.7% +2.21% -5.63% -20.50% 🔴 Collapse
ISRG $417.07 44.1 $422.48 -1.3% -2.93% -5.19% -13.61% 🟠 Pullback
MSFT $393.83 40.1 $417.07 -5.6% -2.32% -6.81% -1.18% 🔴 Breakdown
META $600.21 48.8 $602.12 -0.3% -0.18% -1.71% -3.52% 🔴 Breakdown
T $23.16 38.4 $23.99 -3.5% +3.88% -5.20% -15.97% 🔴 Breakdown
TMUS $184.36 45.6 $186.05 -0.9% +5.40% -2.77% -13.12% 🔴 Breakdown
VEEV $163.38 46.3 $167.47 -2.4% -5.03% -0.29% -12.49% 🔴 Collapse
SKM $36.91 45.4 $39.28 -6.0% -3.77% -0.27% +23.98% 🟠 Pullback
RUN $12.64 42.5 $14.04 -10.0% -5.02% -6.30% -4.89% 🔴 Broken
BOTZ $37.88 45.2 $39.09 -3.1% +0.58% -4.90% +7.07% 🟠 Pullback
GOOGL $373.25 52.4 $373.72 -0.1% +0.41% -5.91% +20.12% 🟡 Neutral
ENPH $50.26 45.0 $60.20 -16.5% -4.41% +1.15% +12.44% 🟠 Pullback
ROBO $84.13 49.2 $85.92 -2.1% +1.03% -0.13% +17.22% 🟡 Neutral
TAC $13.51 54.1 $13.44 +0.5% +8.39% +8.43% +7.65% 🟡 Neutral
BCE $23.82 44.5 $24.20 -1.6% -1.43% +1.28% -7.24% 🟠 Basing
VZ $46.73 47.6 $47.21 -1.0% +4.76% -0.06% -6.11% 🟡 Basing

Tier Analysis

Capitulation / Deep Collapse (RSI < 35)

  • ADBE RSI 32 — creative software vs AI disruption narrative; -48% from 52wk high; watch for technical bounce but thesis impaired
  • CRM RSI 36 — enterprise CRM under pressure from AI automation; -41% from high; approaching but not yet at washout

Oversold-ish / Broken (RSI 35-44, broken structure)

  • MSFT RSI 40, -29% from high — SaaS/cloud maturing; Azure growth questions; thesis stress
  • ZS RSI 42 — Zscaler -62% from 52wk high; cybersec spending slowdown + competition
  • PATH RSI 44, -47% from high — UiPath RPA model disrupted by LLM agents
  • PLTR RSI 45, -36% from high — Palantir government AI still intact but valuation unwind
  • SMCI RSI 39.6, -27% 7D — fresh single-week crash; accounting/compliance risk flaring

Neutral-Strong (RSI 47-67)

  • ARM RSI 64, +211% 3M — chip IP monopoly; not overbought, still in uptrend
  • MRVL RSI 59, +207% 3M — custom ASIC for AI hyperscalers; pullback from peak but strong
  • FTNT RSI 68 — cybersec outperformer; not overbought, approaching but not at 70
  • SNOW RSI 63, +45% 30D — Snowflake rerated on AI data platform positioning
  • DDOG RSI 58, +79% 3M — observability/AI ops beneficiary

Overbought (RSI > 70)

  • STX RSI 71.6 — storage up 145% 3M; HDD demand from AI training; don't chase
  • WDC RSI 73.3 — Western Digital up 117% 3M; extended; same thesis as STX

Entry Zones

Approaching Oversold — ADBE Bounce Watch

Stock Current Zone RSI 30D Chg Action Notes
ADBE $207.32 <$200 31.7 ↓ -18.9% 🔍 Research RSI 32, -48% from high; creative AI pivot unclear; bounce trade only

Broken Structure — Avoid (Falling Knives)

Stock Current RSI 30D 52wk High Action Notes
ZS $127.23 41.6 -27.2% -62.3% ❌ Avoid Security spend slowdown + competition
CRM $161.71 36.1 -9.7% -41.6% ❌ Avoid AI automation threat; no bottom signal
SMCI $29.22 39.6 -5.3% -53.1% 🚨 Exit/Avoid -27% 7D crash; compliance risk
NOW $101.33 45.5 -2.0% -52.1% ❌ Avoid ServiceNow in collapse; -48% from high

Pullback Buys in Confirmed Uptrends

Stock Current Zone RSI 30D Chg Action Notes
NVDA $207.41 <$200 47.4 -6.6% 📈 Accumulate Pulled back -12% from high; thesis intact; AI capex supercycle
AVGO $376.71 <$360 41.0 -10.5% 📈 Accumulate AVGO -24% from high, custom ASIC leader; buy the dip
AMZN $246.00 <$240 43.1 -7.1% 📈 Accumulate AWS AI infra leader, -12% from high; long-horizon compounder
MRVL $278.67 — 59.3 +65.0% 🔒 Hold Don't add after +207% run; hold existing

Action Matrix

Action Stocks Why
✅ STRONG BUY — No RSI <30 + thesis intact combos today
📈 ACCUMULATE NVDA, AVGO, AMZN Pullbacks in confirmed AI infra leaders; -7 to -12% from highs
🔒 HOLD ARM, MRVL, AMD, INTC Ripping leaders; don't add after 100-200% 3M runs
🔒 HOLD MU, STX, WDC Memory/storage thesis intact but RSI 60-73; hold tight stops
🔒 HOLD FTNT, PANW, CRWD Cybersec outperformers; hold, don't add at these levels
🔒 HOLD SNOW, DDOG, ANET, BE AI-adjacent winners; hold
🔍 WATCH ADBE RSI 32, -48% from high; watch for technical floor; bounce only
🔍 WATCH PLTR RSI 45, -36% from high; government AI intact but valuation unwind
⚠️ AVOID STX, WDC RSI 71-73; do not chase storage; already priced 3M rip
❌ DON'T BUY CRM, ZS, NOW, WDAY, PATH Broken structure; AI disruption to core business; no bottom yet
🚨 EXIT/ALERT SMCI -27% 7D crash; compliance/accounting risk; stop-loss if holding
❌ DON'T BUY MSFT, META Both in structural downtrend; -29%/-25% from highs; wait for turn

What Changed (vs Prior Scan)

No prior 2026-06-16 ai-scan to compare. Major themes since last recorded scan period:

  • Memory/storage (MU/STX/WDC) emerged as the largest 3M movers: +117-145%
  • ARM/MRVL custom silicon thesis now dominant narrative (+207-211% 3M)
  • ADBE deterioration accelerating (RSI 32, -48% from high)
  • SMCI fresh 7D crash (-27%) signals ongoing accounting/compliance risk
  • PLTR, once a momentum darling, now in collapse (-36% from high)
  • Cybersec (FTNT/PANW/CRWD) quietly became the strongest sub-cohort not in overbought territory

Key Discoveries

Discovery Implication
Memory/storage rip (MU +121%, STX +145%, WDC +117% 3M) AI training data center demand pulling through to physical storage layer
ARM RSI 64 after +211% 3M Not overbought despite monstrous run; durable IP royalty model
ADBE RSI 32, nearing oversold Watch for technical bounce; but thesis impaired by generative AI cannibalization
SMCI -27% in 7 days Accounting/compliance issues may be re-emerging; avoid until clarity

Mistakes (Don't Repeat)

Mistake Lesson
Treating MSFT as a safe AI play Copilot monetization not moving the needle; Azure growth disappointing
Following PLTR narrative momentum 3Y return was real, but -36% from high shows valuation can and does unwind

Open Questions

  • ADBE RSI 32: is this a bounce opportunity or a falling knife?
  • SMCI -27% 7D: new accounting issue or just profit-taking from a meme recovery?
  • With STX/WDC at RSI 71-73, when does storage cycle peak?
10 events
DateTypeEvent
Jun 20 ScanAI Scan Jun 26 ScanAI Scan May 29 ScanAI Scan Jul 7 ScanAI Scan Jun 25 ScanAI Scan Jul 11 ScanAI Scan Jul 17 ScanAI Scan Jul 25 ScanAI Scan Jul 28 ScanAI Scan Jul 31 ScanAI Scan

No direct external sources are attached to this read.