EV & Clean Energy Scan
EV & Clean Energy Scan
BE (Bloom Energy) is the standout outlier at +1191% 1Y, RSI 53.9, golden cross; DRIV/ENS/LIT quietly strong with golden crosses; Chinese EVs (BYDDY/LI/NIO/XPEV) in collapse; PLUG/LCID remain falling knives.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Bifurcated — US energy infrastructure (BE/ENS/DRIV/FSLR/SEDG) recovering strongly; Chinese EVs and hydrogen (PLUG/LCID) in structural collapse |
| Key insight | BE is in a class by itself (+1191% 1Y, RSI 53.9, +85% vs SMA200) — the AI power/fuel cell thesis playing out; BYDDY and XPEV are approaching oversold but fundamentals deteriorating |
Price Table
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | 52wkHi% | Signal |
|---|---|---|---|---|---|---|---|---|
| BE | $280.88 | 53.9 | +1.1% | +1.75% | +8.57% | +75.50% | -12.99% | 🔒 Hold |
| ENS | $226.70 | 50.9 | -1.2% | +0.16% | +1.02% | +37.83% | -7.20% | 🔒 Hold |
| DRIV | $39.66 | 51.1 | -1.3% | +3.41% | +2.64% | +28.72% | -7.26% | 🔒 Hold |
| SEDG | $57.15 | 46.8 | -12.5% | +0.35% | +3.48% | +33.28% | -29.66% | 🔍 Watch |
| FSLR | $264.36 | 50.9 | -4.0% | +2.31% | +13.15% | +31.90% | -17.63% | 🔒 Hold |
| LIT | $83.60 | 51.4 | +0.6% | +5.99% | +0.69% | +16.69% | -9.11% | 🔒 Hold |
| SQM | $83.11 | 52.4 | +3.6% | +11.41% | +0.54% | +9.01% | -15.19% | 🔍 Watch |
| ALB | $166.11 | 46.8 | -0.1% | +11.18% | -5.24% | +0.13% | -24.84% | 🔍 Watch |
| ICLN | $20.82 | 45.1 | -5.0% | -0.14% | -2.12% | +11.28% | -12.45% | 🔍 Watch |
| NXT | $125.62 | 47.8 | -4.8% | +2.92% | -6.59% | +3.10% | -22.99% | 🔍 Watch |
| RIVN | $15.93 | 50.8 | +1.2% | +3.67% | +19.33% | +0.70% | -29.79% | 🔍 Watch |
| TAN | $60.58 | 42.4 | -8.3% | -0.85% | -3.24% | +4.92% | -19.87% | 🔍 Watch |
| TSLA | $404.66 | 48.1 | -2.5% | +0.93% | -1.30% | +1.35% | -18.88% | 🔍 Watch |
| KARS | $34.13 | 46.5 | -1.6% | +3.47% | -2.23% | +5.53% | -10.46% | 🔍 Watch |
| ENPH | $50.26 | 45.0 | -16.5% | -4.41% | +1.15% | +12.44% | -31.84% | 🔍 Watch |
| PLUG | $2.71 | 33.9 ↓ | -21.3% | -9.65% | -21.45% | +16.31% | -40.83% | ❌ Don't Buy |
| XPEV | $13.84 | 30.6 ↓ | -12.4% | -6.81% | -8.10% | -27.77% | -50.98% | ❌ Don't Buy |
| LI | $14.04 | 35.3 ↓ | -6.2% | +1.05% | -15.88% | -21.87% | -56.16% | ❌ Don't Buy |
| NIO | $5.01 | 35.3 ↓ | -8.6% | -3.70% | -14.80% | -15.94% | -37.53% | ❌ Don't Buy |
| BYDDY | $10.62 | 28.8 ↓ | -7.1% | -2.58% | -11.13% | -19.48% | -37.79% | 🔍 Watch |
| LCID | $5.02 | 36.5 ↓ | -11.2% | -0.38% | -12.39% | -51.36% | -85.10% | ❌ Don't Buy |
Tier Analysis
Strong Recovery / Hold (RSI 48-55, Strong-Up): BE (RSI 53.9, +75.5% 3M, +85% vs SMA200, golden cross) remains the dominant name — AI power/data center fuel cell thesis driving multi-year outperformance (+1191% 1Y). Not cheap at -13% from 52wk high but trend is intact. ENS (RSI 50.9, +38% 3M, golden cross) is the industrial battery storage name catching up. DRIV (RSI 51.1, +28.7% 3M, golden cross, +23.9% vs SMA200) is the autonomous/EV infrastructure ETF outperforming the sector. FSLR (RSI 50.9, +31.9% 3M, golden cross) is the solar leader — US-manufactured advantage intact. LIT (RSI 51.4, +16.7% 3M, golden cross) is the lithium ETF recovering.
Basing / Mid-Watch (RSI 40-50): SEDG (-16.5% vs SMA20 after a bounce) needs to heal further — the SMA20 pullback is steep. ENPH (-16.5% vs SMA20) is similar — big 3M recovery but now cooling sharply. TAN (RSI 42.4, -8.3% vs SMA20) and ICLN (RSI 45.1, -5% vs SMA20) are clean energy ETFs consolidating. ALB and SQM (lithium miners) had big 7D pops (+11%) — SQM/ALB are lithium price plays that bounce fast but mean-revert. RIVN (RSI 50.8, +19.3% 30D) is basing around $15 — watch for consolidation breakout or failure.
Oversold / Approaching (RSI 25-40): BYDDY (RSI 28.8, -37.8% from 52wk high) is the only name approaching true capitulation — but it's a Chinese EV in a deteriorating macro environment (tariffs, demand). Avoid unless you have a specific China-EV trade thesis. LI/NIO/XPEV (RSI 30-35) are all in collapse: -15% to -28% 3M, death crosses, and -50-56% from 52wk highs. LCID (RSI 36.5, -51.4% 3M, -85% from high) and PLUG (RSI 33.9, -21.5% 30D) are falling knives.
Entry Zones
| Stock | Price | RSI | 30D% | Setup |
|---|---|---|---|---|
| BE | $280.88 | 53.9 | +8.57% | Core hold; AI-power thesis intact; any dip to RSI <45 is accumulate |
| FSLR | $264.36 | 50.9 | +13.15% | US solar leader; -4% vs SMA20 = mild pullback; quality name on sector dips |
| ENS | $226.70 | 50.9 | +1.02% | Battery infrastructure; -7.2% from 52wk high; accumulate below $220 |
| BYDDY | $10.62 | 28.8 ↓ | -11.13% | Contrarian only — approaching RSI 30 but fundamentals deteriorating; wait for RSI <25 + stabilization |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔒 HOLD | BE, ENS, DRIV, FSLR, LIT | AI-power/infrastructure/US-solar thesis intact; golden crosses |
| 🔍 WATCH | SEDG, ENPH, TAN, ICLN | Clean energy basing; -8-16% vs SMA20 after 3M recovery — need to stabilize |
| 🔍 WATCH | TSLA, RIVN | US EV names basing; no clear entry yet; wait for RSI <40 |
| 🔍 WATCH | ALB, SQM | Lithium miners +11% 7D pop; mean-reversion risk; watch for sustained bid |
| ⏳ WAITING | BYDDY | RSI approaching 28 — closest to capitulation in Chinese EV group; set alert RSI <25 |
| ❌ DON'T BUY | LCID, PLUG, LI, NIO, XPEV | Falling knives: -12% to -51% 30D, all in collapse regime |
What Changed
- BE continued ripping — +75.5% 3M, +85% vs SMA200; AI-power thesis is the dominant narrative in the sector
- ENS quietly strong — +38% 3M with golden cross; less covered than BE but same ai-power-bottleneck tailwind
- FSLR / SEDG / ENPH recovering — US solar returning; ENPH pulled back -16.5% vs SMA20 after 3M bounce — watch for stability
- Chinese EVs in sustained collapse — BYDDY/LI/NIO/XPEV all -15% to -28% 3M; RSI 28-35 range; tariff + demand headwinds compound
- PLUG broke down -21.5% 30D — hydrogen still not working; RSI 34, -21% vs SMA20; avoid
- LCID approaching terminal — -51.4% 3M, -85% from 52wk high; structural impairment
- ALB/SQM 7D spike (+11%) — lithium miner pop; watch whether it sustains or reverses
Related
10 eventsNo direct external sources are attached to this read.