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NVDAAMDAVGOMRVLARMSMCIQCOMINTCTSMASMLAMZNMSFTGOOGLMETATSLAPLTRAISNOWDDOGMDBPATHCRMNOWADBEWDAYZSSOUNBBAIIONQRGTIISRGTEMVEEVTACNETBEEOSEFSLRENPHSEDGRUNCEGVSTSMROKLONEEMUSTXWDCEQIXDLRANETCSCOCRWDPANWFTNTTVZTMUSBCESKMSMHBOTZROBOAIQ
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@ai-scan
raw scan snapshot — prices as of scan date, not live 104 rows · screens, not recommendations

Deep bifurcation EOW: the memory/storage/compute infra cluster (MU +217% 3M, INTC +197%, AMD +158%, WDC +113%, STX +137%) trades 120-152% above average buyers — the most parabolic names on the entire tape — while AI software (PLTR, CRM, ADBE, ZS, WDAY, NOW) remains in collapse 15-32% below VWAP; AI security (PANW, FTNT, CRWD) is the only clean uptrend without extreme extension.

All data as of 2026-06-26 close. FROTH READ: pricePctVsVwap is the key EOW signal — names >50% above VWAP are parabolic/screaming-extended above their average buyer.

Quick Snapshot

Signal Reading
Overall 🟠 Bifurcated — infra hardware parabolic/extended, security trending, software/SaaS in collapse
Leaders (extended) MU, STX, WDC, INTC, AMD — 100-220% 3M, 120-152% above average buyer
Clean trend PANW, FTNT, CRWD, NET, TEM — trending without parabolic extension
Broken PLTR, CRM, ADBE, ZS, WDAY, NOW — below VWAP, strong-down, avoid
Froth alert MU at +151.9% vs VWAP, WDC +138%, STX +128.5%, INTC +133.9%, AMD +119.4%

Froth Read — EOW Key Signal

The AI-supply infrastructure names (memory, storage, compute) have run 100-220% in a quarter and are now trading at extremes relative to the volume-weighted average buyer:

Stock Price 3M% vs VWAP (POC) Froth Level
MU $1,132.33 +217.12% +151.9% (poc $415) 🔴 EXTREME
WDC $586.45 +113.05% +138.1% (poc $78) 🔴 EXTREME
INTC $128.32 +197.52% +133.9% (poc $37) 🔴 EXTREME
STX $899.90 +136.94% +128.5% (poc $158) 🔴 EXTREME
AMD $521.58 +158.22% +119.4% (poc $214) 🔴 EXTREME
BE $252.02 +89.15% +87.7% (poc $152) 🔴 Very extended
MRVL $266.77 +181.31% +85.6% (poc $78) 🔴 Very extended
ARM $334.27 +131.92% +71.7% (poc $137) 🟠 Extended
FTNT $151.35 +93.54% +66.8% (poc $79) 🟠 Extended
PANW $304.20 +106.91% +58.5% (poc $185) 🟠 Extended
DDOG $239.77 +109.44% +57.8% (poc $139) 🟠 Extended
ASML $1,794.62 +38.09% +50.1% (poc $707) 🟠 Extended
CRWD $701.09 +89.70% +45.9% (poc $426) 🟠 Extended

ponytail: froth read uses pricePctVsVwap field directly from summary JSON — not computed.

Price Tables by Group

Semis & Foundry

Stock Price RSI vs SMA20 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
NVDA $192.53 37.9 -7.3% -7.28% -9.33% +15.07% +3.27% -18.61% weak-down 📈 Pullback entry (near VWAP)
AMD $521.58 56.2 +1.8% -2.14% +5.25% +158.22% +119.4% -7.36% strong-up ⚠️ Avoid — parabolic
AVGO $365.02 40.3 -9.5% -4.47% -13.34% +21.59% +4.48% -26.26% weak-down 🔍 Watch (pullback in uptrend)
MRVL $266.77 52.7 -4.1% -8.23% +34.26% +181.31% +85.6% -19.13% strong-up ⚠️ Avoid — very extended
ARM $334.27 48.4 -10.8% -17.11% +10.43% +131.92% +71.7% -26.16% strong-up ⚠️ Avoid — extended (massive week sell)
SMCI $30.63 44.1 -16.9% -7.71% -19.80% +39.42% -18.4% -50.88% strong-down ❌ Avoid (broken)
QCOM $189.39 42.6 -12.9% -11.21% -18.56% +49.55% +9.41% -27.14% weak-down 🔍 Watch
INTC $128.32 57.0 +7.5% -4.21% +5.38% +197.52% +133.9% -9.28% strong-up ⚠️ Avoid — extreme parabolic
TSM $432.35 52.1 -0.3% -6.78% +2.52% +32.63% +34.48% -9.32% strong-up 🔒 Hold (core; watch for entry)
ASML $1,794.62 53.8 +0.5% -3.87% +12.31% +38.09% +50.1% -8.39% strong-up 🔒 Hold (extended but trending)

Memory / Storage

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
MU $1,132.33 59.0 +1.92% +21.96% +217.12% +151.9% -9.77% strong-up 🔴 PARABOLIC — do not add
STX $899.90 48.5 -7.91% +3.43% +136.94% +128.5% -21.41% strong-up ⚠️ Very extended, hold only
WDC $586.45 50.2 -10.96% +10.55% +113.05% +138.1% -26.68% strong-up ⚠️ Very extended, hold only

Cloud Hyperscalers

Stock Price RSI vs SMA20 7D% 30D% vs VWAP 52wkHi% Trend Signal
AMZN $232.69 40.0 -4.6% -3.64% -14.41% +0.91% -16.47% down 📈 Accumulate (at VWAP)
MSFT $372.97 40.8 -6.8% -5.60% -9.62% -15.99% -32.85% strong-down ❌ Avoid (below VWAP, collapsed)
GOOGL $337.39 34.0 ↓ -6.5% -1.51% -13.18% +17.65% -17.43% weak-down 🔍 Watch (approaching oversold)
META $550.25 38.4 -5.6% -4.37% -13.30% -16.33% -30.89% strong-down ❌ Avoid (below VWAP)
TSLA $379.71 41.4 -5.4% -8.46% -13.77% -4.27% -23.88% strong-down 🔍 Watch (near VWAP, cooling)

AI Security

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
PANW $304.20 70.5 +0.66% +22.43% +106.91% +58.5% -0.67% strong-up 🔒 Hold (overbought but trend)
FTNT $151.35 67.7 +1.74% +18.31% +93.54% +66.8% -0.93% strong-up 🔒 Hold (extended but near high)
CRWD $701.09 60.9 -1.36% +8.64% +89.70% +45.9% -10.76% strong-up 🔒 Hold (cleanest trend)
ZS $132.26 48.5 -1.12% +4.63% -0.68% -31.69% -60.75% strong-down ❌ Avoid (not participating)

Data / Software / SaaS

Stock Price RSI 7D% 30D% vs VWAP 52wkHi% Trend Signal
SNOW $248.96 65.0 -2.24% +42.05% +22.11% -12.64% up 🔒 Hold (re-rating intact)
DDOG $239.77 62.3 -0.71% +8.10% +57.82% -13.97% strong-up 🔒 Hold (extended but trending)
NET $237.24 54.6 +3.44% +13.39% +16.06% -14.30% strong-up 🔒 Hold (best risk/reward here)
CRM $158.37 41.5 -7.4% -10.55% -24.88% -42.79% strong-down ❌ Avoid (collapse)
NOW $98.34 47.3 -7.9% -3.70% -21.39% -53.50% strong-down ❌ Avoid (collapse)
ADBE $202.73 37.2 -9.7% -14.91% -30.88% -48.36% strong-down ❌ Avoid (collapse)
WDAY $124.21 47.5 -6.4% -0.23% -28.10% -50.29% strong-down ❌ Avoid
PLTR $112.93 34.6 ↓ -13.59% -14.78% -28.46% -45.58% strong-down ❌ Avoid (collapse regime)
MDB $314.01 46.3 -8.9% +6.64% +2.28% -29.39% weak-up 🔍 Watch
ANET $157.60 47.9 -3.7% +2.13% +13.43% -12.35% weak-down 🔍 Watch
EQIX $1,091.30 55.1 +1.3% +1.97% +24.83% -3.31% strong-up 🔒 Hold (data center REIT)
DLR $193.00 56.3 +3.1% +1.34% +11.99% -7.27% strong-up 🔒 Hold (data center REIT)
CSCO $113.77 44.9 -6.2% -4.93% +38.71% -12.73% strong-up 🔍 Watch (extended but pulling back)
PATH $10.53 48.2 -3.5% -5.65% -17.41% -46.93% strong-down ❌ Avoid
AI $8.90 36.8 -14.7% -7.19% -39.95% -70.44% strong-down ❌ Avoid
VEEV $171.36 57.0 +2.8% +8.12% -18.44% -44.81% weak-up 🔍 Watch (basing)

AI Power / Energy

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
BE $252.02 43.2 -9.90% -14.22% +89.15% +87.7% -28.26% weak-down ⚠️ Very extended (pullback in parabolic)
VST $163.49 57.2 +5.1% +1.10% +2.23% -5.94% -25.63% weak-up 🔍 Watch (at VWAP, basing)
NEE $88.56 55.8 +3.3% +0.49% +1.78% +7.62% -10.32% weak-down 🔍 Watch
CEG $264.02 45.3 +0.1% -2.06% -8.54% -15.54% -36.03% strong-down ❌ Avoid (collapse)
FSLR $239.07 41.4 -12.4% -4.96% -12.64% +7.54% -25.51% weak-down 🔍 Watch
ENPH $47.58 43.4 -14.5% -10.50% -32.30% +19.87% -35.48% weak-down 🔍 Watch (oversold approach)
SEDG $51.75 42.2 -15.8% -11.42% -29.33% +35.68% -36.31% weak-down ⚠️ Selling into bounce
EOSE $5.93 39.8 -16.4% -17.90% -31.13% -40.57% -70.14% strong-down ❌ Avoid
OKLO $50.00 36.6 -15.9% -11.82% -26.28% -43.14% -74.21% strong-down ❌ Avoid (collapse)
SMR $10.10 44.5 -7.7% -12.27% -16.32% -53.17% -82.41% strong-down ❌ Avoid (collapse)
RUN $13.49 49.6 -1.2% +0.52% -8.92% -39.88% strong-down ❌ Avoid —

AI Healthcare

Stock Price RSI 7D% 30D% vs VWAP Trend Signal
TEM $56.14 61.5 +11.7% +13.26% +19.02% -14.36% weak-up | 🔥 Breakout — watch closely
ISRG $404.70 41.6 -1.6% -0.26% -16.51% -32.98% strong-down | ❌ Avoid (thesis weakening)

Quantum / Speculative AI

Stock Price RSI 7D% 30D% vs VWAP Trend Signal
IONQ $49.31 40.1 -17.4% -11.80% -24.60% -2.05% down | ⚠️ Speculative, fading fast
RGTI $18.36 42.0 -15.3% -13.13% -25.43% -30.07% -68.43% | strong-down | ❌ Avoid
SOUN $6.41 36.9 -12.4% -10.66% -20.67% -47.65% -71.09% | strong-down | ❌ Avoid
BBAI $3.48 35.7 -16.7% -10.76% -20.37% -43.37% -62.94% | strong-down | ❌ Avoid

Telecom / Connectivity

Stock Price RSI 7D% 30D% vs VWAP Trend Signal
TAC $13.80 57.3 +2.2% +0.36% -0.14% +1.86% up | 🔍 Watch (basing)
VZ $46.54 49.2 +0.2% +0.57% -3.52% +7.88% weak-down | 🔍 Watch
T $22.72 41.4 -1.5% +0.18% -8.72% -11.38% -23.73% | strong-down | ❌ Avoid
TMUS $182.68 45.9 -0.3% +0.22% -3.74% -12.11% -30.16% | strong-down | ❌ Avoid
BCE $22.92 37.2 -3.8% +0.74% -7.47% -2.59% -13.57% | down | 🔍 Watch
SKM $32.07 35.8 -15.6% -2.10% -12.62% +2.25% -32.03% | weak-down | 🔍 Watch

AI ETFs

Stock Price RSI 7D% 30D% 3M% vs VWAP Trend Signal
SMH $611.61 51.8 -1.1% -4.62% +2.71% +51.13% strong-up ⚠️ PARABOLIC at ETF level
AIQ $63.15 48.6 -3.4% -4.55% -3.00% +19.51% strong-up 🔍 Watch
ROBO $82.00 44.9 -3.5% -3.73% -7.51% +9.60% weak-down 🔍 Watch
BOTZ $36.01 37.2 -5.6% -4.71% -10.13% -1.20% down 🔍 Watch

Tier Analysis

Parabolic / Extreme Extension (RSI varies, but VWAP + 3M% is the key)

MU (+152% vs VWAP), WDC (+138%), INTC (+134%), STX (+129%), AMD (+119%), BE (+88%), MRVL (+86%), ARM (+72%) — these names ran 100-220% in a quarter. Do not add new money at these levels. Hold if you have gains; trim on further strength.

Oversold Candidates (RSI < 40 + pullback in a rising trend)

  • NVDA (RSI 37.9, +3.3% vs VWAP) — the only mega-cap AI chip that has pulled back to near its VWAP. Thesis intact. Watching for stabilization.
  • AVGO (RSI 40.3, +4.5% vs VWAP) — similar setup; -13.3% in 30 days but long-term uptrend structurally sound.
  • GOOGL (RSI 34, +17.7% vs VWAP) — approaching oversold but still extended vs VWAP; needs more selling before entry.
  • AMZN (RSI 40, +0.9% vs VWAP) — essentially at its VWAP. This is where the volume of the last cycle was done. Interesting.

Broken / Collapse (avoid even at low RSI)

PLTR, MSFT, META, CRM, ADBE, NOW, ZS, WDAY, AI, OKLO, SMR, EOSE, SOUN, BBAI, CEG — these are below their VWAP and in confirmed downtrends. Low RSI in a collapsing regime is a falling-knife, not an entry.

Entry Zones

Stock Entry Zone Thesis Status
NVDA $180-195 AI chip cycle intact; near VWAP support; pullback in secular uptrend ⏳ In zone
AMZN $225-240 At VWAP; AWS + AI infra; -14.4% 30d; thesis intact ⏳ In zone
AVGO $340-365 Custom ASIC thesis; near VWAP; pullback in strong multi-year trend ⏳ Forming
TSM $410-435 Foundry monopoly; near SMA20; -6.8% week ⏳ Approaching
CRWD Wait for pull to $620-650 Security cycle intact; too extended now (+46% vs VWAP) ⏳ Waiting
NET $220-240 Cleanest risk/reward in data security; +16% vs VWAP (acceptable) 📈 Accumulate

Action Matrix

Stock Signal Action Notes
MU, WDC, STX, INTC, AMD 🔴 ⚠️ Trim / Avoid 120-152% above avg buyer — do not add
NVDA 📈 📈 Accumulate Near VWAP, RSI 37.9, thesis intact
AMZN 📈 📈 Accumulate At VWAP ($230.59), RSI 40
AVGO 🔍 🔍 Watch Near-entry, -13.3% 30d, RSI 40
PANW, FTNT 🔒 🔒 Hold RSI 68-70, extended but at highs
CRWD 🔒 🔒 Hold RSI 61, best risk/reward in security
NET 📈 📈 Accumulate RSI 54.6, +16% vs VWAP (fair)
DDOG, SNOW 🔒 🔒 Hold RSI 62-65, re-rated, extended
TSM, ASML 🔒 🔒 Hold Structurally sound; wait for better entry
PLTR ❌ ❌ Avoid Collapse regime, -28.5% below VWAP
MSFT, META ❌ ❌ Avoid -16% below VWAP, strong-down
CRM, ADBE, ZS ❌ ❌ Avoid Collapse; broken thesis
OKLO, SMR, EOSE ❌ ❌ Avoid Pre-revenue speculative collapse
TEM 🔥 🔍 Research +13.3% week, AI healthcare breakout — needs deep dive
BE ⚠️ 🔒 Hold (existing) +87.7% vs VWAP — do not add, but trend intact

What Changed This Week (EOW Frame)

The week of June 23-26 in AI land:

  1. Memory/storage led the whole tape: MU +2% week (flat after +217% quarter). WDC -11%, STX -7.9% — giving back some extreme gains. These names are digesting but still parabolic.
  2. ARM crashed -17% in one week: The most notable single-name selloff. Still up +132% in 3 months. The correction is from extreme extension (+72% vs VWAP).
  3. PLTR collapsed further: -13.6% in one week, now -45.6% from its 52-week high. Regime: collapse. The thesis of AI software monetization is not being rewarded.
  4. Security held: PANW flat (+0.66%), FTNT +1.74%, CRWD -1.36% — the cleanest trend in the entire AI complex.
  5. AI power/nuclear imploded: OKLO -11.8%, SMR -12.3%, EOSE -17.9% — the nuclear AI data center play is being unwound.
  6. TEM broke out: +13.3% in one week — Tempus AI is the surprise bright spot, AI healthcare gaining traction.
  7. Hyperscalers selling: MSFT -5.6%, TSLA -8.5%, GOOGL -1.5%, META -4.4% — the old megacap AI trade is unwinding while hardware/infra holds.

Bottom line: The AI trade has split into three buckets — (1) hardware infra [parabolic, trim], (2) security [clean trend, hold], (3) software/SaaS [broken, avoid]. The week's selling is a digestion move in bucket 1 and a continuation of the breakdown in bucket 3. NVDA at near-VWAP is the best risk/reward single name in the AI complex right now.

10 events
DateTypeEvent
Jun 20 ScanAI Scan Jun 16 ScanAI Scan Jul 7 ScanAI Scan Jul 11 ScanAI Scan Jun 25 ScanAI Scan Jul 17 ScanAI Scan May 29 ScanAI Scan Jul 25 ScanAI Scan Jul 28 ScanAI Scan Jul 31 ScanAI Scan

No direct external sources are attached to this read.