EV / Clean Energy Scan

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EV / Clean Energy Scan

Scan symbols 21
ALBBEBYDDYDRIVENPHENSFSLRICLNKARSLCIDLILITNIONXTPLUGRIVNSEDGSQMETANTSLAXPEV
Watchlists 1
@ev-clean-energy
raw scan snapshot — prices as of scan date, not live 37 rows · screens, not recommendations

BE is the monster — RSI 64.8, +97% 3M, +113% vs SMA200, only -0.18% from its 52wk high (alpha1y +1384). Chinese EVs in deep collapse: BYDDY (RSI 26.1, -40% from high) and XPEV (RSI 30.6, -51% from high) are the two oversold names. PLUG (RSI 33.9, -21% 30D) is the fresh hydrogen breakdown. Solar/lithium (ENS, DRIV, ICLN) holding uptrends; lithium names (LIT/SQM/ALB) carry huge 1y alpha.

Latest bar Thursday 2026-06-18 (Fri 06-19 Juneteenth, closed). Many names 2d stale from yfinance throttle — flagged inline.

Quick Snapshot

Signal Reading
Overall 🟡 Sharply bifurcated — fuel-cell leader BE at all-time-high momentum (RSI 64.8, +97% 3M) while Chinese EVs (BYDDY/XPEV/NIO/LI) and US EV startups (LCID) are in collapse. Lithium (LIT/SQM/ALB) and solar (ENS/DRIV/ICLN) holding constructive trends
Key insight BE is the standout trend (+113% vs SMA200, -0.18% from high) but extended at RSI 64.8 — hold not chase. The oversold cluster (BYDDY RSI 26.1, XPEV 30.6, PLUG 33.9, LI 35.3, NIO 35.3) is all China-EV/hydrogen collapse — contrarian only, no confirmed floors

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% 52wkHi% Signal
BE $328.91 64.8 +16.9% +19.92% +25.86% +97.32% -0.18% 🔒 Hold
ENS $227.42 51.7 -1.0% +0.51% +4.72% +35.06% -6.69% 🔒 Hold (06-17, 2d stale)
SQM $83.11 52.4 +3.6% +11.41% +0.54% +9.01% -15.19% 🔒 Hold (06-16, 2d stale)
LIT $83.60 51.4 +0.6% +5.99% +0.69% +16.69% -9.11% 🔒 Hold (06-16, 2d stale)
RIVN $15.93 50.8 +1.2% +3.67% +19.33% +0.70% -29.79% 🔍 Watch (06-16, 2d stale)
DRIV $39.17 49.1 -2.7% -1.55% +3.49% +29.19% -6.18% 🔒 Hold (06-17, 2d stale)
ICLN $21.10 48.2 -3.6% +0.86% +0.81% +12.83% -11.27% 🔍 Watch
ENPH $52.28 48.2 -13.2% +1.99% +11.80% +17.11% -29.10% 🔍 Watch
TSLA $400.49 48.1 -3.5% +0.93% -0.90% +1.35% -19.71% 🔒 Hold
NXT $125.62 47.8 -4.8% +2.92% -6.59% +3.10% -22.99% 🔍 Watch (06-16, 2d stale)
FSLR $254.80 47.3 -8.1% -2.86% +14.92% +27.62% -19.71% 🔍 Watch (06-17, 2d stale)
SEDG $57.15 46.8 -12.5% +0.35% +3.48% +33.28% -29.66% 🔍 Watch (06-16, 2d stale)
KARS $33.52 43.7 -3.3% -3.99% -1.93% +7.78% -11.75% 🔍 Watch (06-17, 2d stale)
ALB $160.35 42.9 -3.2% -4.38% -4.88% -1.53% -27.44% 🔍 Watch
TAN $60.58 42.4 -8.3% -0.85% -3.24% +4.92% -19.87% 🔍 Watch (06-16, 2d stale)
LCID $5.02 36.5 ↓ -11.2% -0.38% -12.39% -51.36% -85.10% ❌ Don't Buy (06-16, 2d stale)
LI $14.04 35.3 ↓ -6.2% +1.05% -15.88% -21.87% -56.16% 🔍 Watch (06-16, 2d stale)
NIO $5.01 35.3 ↓ -8.6% -3.70% -14.80% -15.94% -37.53% 🔍 Watch (06-16, 2d stale)
PLUG $2.71 33.9 ↓ -21.3% -9.65% -21.45% +16.31% -40.83% 🔍 Watch (06-16, 2d stale)
XPEV $13.84 30.6 ↓ -12.4% -6.81% -8.10% -27.77% -50.98% 🔍 Watch (06-16, 2d stale)
BYDDY $10.39 26.1 ↓ -8.1% -6.02% -12.39% -20.26% -39.72% 🔍 Watch (06-17, 2d stale)

Tier Analysis

Leader / Hold (RSI 64.8): BE (RSI 64.8, golden cross, strong-up, +97.3% 3M, +19.9% 7D, +113.5% vs SMA200, only -0.18% from 52wk high, alpha1y +1384, thesisState intact) is the monster of the scan — at all-time-high momentum. Extended at +16.9% vs SMA20; hold, do not chase a fresh entry here.

Constructive Uptrends / Hold (RSI 48-52): ENS (RSI 51.7, golden cross, strong-up, +35% 3M, alpha1y +175), DRIV (RSI 49.1, golden cross, strong-up, +29.2% 3M, -6.2% from high), SQM (RSI 52.4, +11.4% 7D, alpha1y +134), LIT (RSI 51.4, golden cross, +16.7% 3M, alpha1y +104) — battery/lithium/EV-infra names with large positive 1y alpha holding up. TSLA (RSI 48.1, weak-up, -0.9% 30D, basing around SMA50, thesisState intact) is range-bound, hold.

Pullback / Watch (RSI 42-49): ICLN (RSI 48.2, strong-up regime but -3.6% vs SMA20), ENPH (RSI 48.2, +11.8% 30D but -13.2% vs SMA20 — sharp pullback), FSLR (RSI 47.3, +27.6% 3M, -8.1% vs SMA20), SEDG (RSI 46.8, +33.3% 3M, -12.5% vs SMA20), NXT (RSI 47.8, -6.6% 30D), RIVN (RSI 50.8, +19.3% 30D — the one EV bouncing), ALB (RSI 42.9, -27.4% from high), TAN (RSI 42.4, -8.3% vs SMA20), KARS (RSI 43.7). Solar names carry strong 3M but are pulling back below SMA20.

Oversold / Collapse — Contrarian Watch (RSI 26-36): BYDDY (RSI 26.1, -40% from high, -20.3% 3M, strong-down, collapse — the most oversold name), XPEV (RSI 30.6, -51% from high, -27.8% 3M, collapse), NIO (RSI 35.3, -37.5% from high, collapse), LI (RSI 35.3, -15.9% 30D, -56.2% from high, collapse) — the China-EV complex is in broad collapse. PLUG (RSI 33.9, -21.5% 30D, -21.3% vs SMA20, the fresh hydrogen breakdown). LCID (RSI 36.5, -85.1% from high, -51.4% 3M, collapse) is structurally broken — don't buy. These are oversold but with no confirmed floors; contrarian only.

Entry Zones

Stock Price RSI 30D% Setup
BYDDY $10.39 26.1 ↓ -12.39% Most oversold; -40% from high, collapse regime; contrarian only — wait for RSI turn + floor, no confirmation yet (06-17, 2d stale)
XPEV $13.84 30.6 ↓ -8.10% China-EV collapse, -51% from high; watch for RSI <28 capitulation + stabilization (06-16, 2d stale)
PLUG $2.71 33.9 ↓ -21.45% Fresh hydrogen breakdown (-21.3% vs SMA20); speculative; needs trend reversal, not a value buy (06-16, 2d stale)
ENPH $52.28 48.2 +11.80% Solar name with +11.8% 30D but -13.2% vs SMA20 pullback; watch for RSI <40 near SMA50 ($46)

Action Matrix

Action Stocks Why
🔒 HOLD BE RSI 64.8, +97% 3M, at 52wk high — monster trend; hold, don't chase
🔒 HOLD ENS, DRIV, SQM, LIT, TSLA Constructive uptrends / large 1y alpha; hold core
🔍 WATCH ICLN, ENPH, FSLR, SEDG, NXT, RIVN, ALB, TAN, KARS Solar/lithium/EV pulling back below SMA20 — watch for trend confirmation
🔍 WATCH BYDDY, XPEV, NIO, LI, PLUG Oversold collapse names — contrarian only, no floors confirmed
❌ DON'T BUY LCID -85% from high, -51% 3M, collapse — structurally broken

What Changed

  • BE went to new highs — RSI 64.8, +97.3% 3M, +19.9% 7D, only -0.18% from 52wk high; alpha1y +1384; the monster of the clean-energy book
  • China EV complex collapsing — BYDDY (RSI 26.1, most oversold), XPEV (30.6), NIO (35.3), LI (35.3) all in collapse regimes with -15% to -51% 3M
  • PLUG broke down — -21.5% 30D, -21.3% vs SMA20 to RSI 33.9; fresh hydrogen breakdown despite +16% 3M
  • Lithium holding — SQM (+11.4% 7D), LIT (+16.7% 3M), ALB carry large positive 1y alpha; constructive
  • Solar pulling back below SMA20 — FSLR (-8.1%), SEDG (-12.5%), ENPH (-13.2%), TAN (-8.3%) all retracing strong 3M gains
  • TSLA range-bound — RSI 48.1, -0.9% 30D, basing near SMA50; no thrust either way

The Gold

Key Discoveries

Discovery Implication
BE +97% 3M, +113% vs SMA200, -0.18% from high Singular fuel-cell trend leader — but extended; entry risk asymmetric at RSI 64.8
BYDDY/XPEV/NIO/LI all collapse + oversold together China-EV is a correlated complex breakdown — treat as one risk, not 4 independent dips
Lithium (LIT/SQM/ALB) huge 1y alpha while EVs collapse Upstream materials outperforming downstream OEMs — supply-chain layer divergence

Mistakes (Don't Repeat)

Mistake Lesson
Buying BYDDY/XPEV on RSI <30 "oversold" alone All in collapse regime with no floor — oversold can stay oversold; need trend turn
Treating PLUG's +16% 3M as strength -21% 30D + -21% vs SMA20 = fresh breakdown; the 3M number lags the breakdown

Open Questions

  • Is the China-EV collapse (BYDDY/XPEV/NIO/LI) a demand/tariff event or sector derating? (needs event verify — not in this scan)
  • Does BE's vertical run have a fundamental catalyst (orders/AI-power demand) or is it momentum at risk near all-time highs?
10 events
DateTypeEvent
Jun 16 ScanEV & Clean Energy Scan Jun 25 ScanEV / Clean Energy Scan Jun 26 ScanEV/Clean Energy Scan Jul 7 ScanEV / Clean Energy Scan Jul 11 ScanEV / Clean Energy Scan — July 10, 2026 Close May 29 ScanEV & Clean Energy Scan Jul 17 ScanEV / Clean Energy Scan — July 17, 2026 Close Jul 25 ScanEV / Clean Energy Scan — July 24, 2026 Close Jul 28 ScanEV / Clean Energy Scan — July 28, 2026 Close Jul 31 ScanEV / Clean Energy Scan — July 31, 2026 Close

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