AI Scan

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AI Scan

Scan symbols 66
NVDAAMDAVGOMRVLARMSMCIQCOMINTCTSMASMLAMZNMSFTGOOGLMETATSLAPLTRAISNOWDDOGMDBPATHCRMNOWADBEWDAYZSSOUNBBAIIONQRGTIISRGTEMVEEVTACNETBEEOSEFSLRENPHSEDGRUNCEGVSTSMROKLONEEMUSTXWDCEQIXDLRANETCSCOCRWDPANWFTNTTVZTMUSBCESKMSMHBOTZROBOAIQQBTS
Watchlists 1
@ai-scan
raw scan snapshot — prices as of scan date, not live 102 rows · screens, not recommendations

Data as-of 2026-07-06 close. The froth has rotated inside the AI complex rather than disappearing: memory/storage (MU/STX/WDC/INTC) is finally digesting after its historic run — all four are down 7-12% this week and sit in "pullback" (not "uptrend") regime — while AI security has taken over as the hottest pocket, with PANW now flagged parabolic by the engine itself (RSI 80.2, +83.2% above VWAP). Software/SaaS remains split: NET/DDOG/SNOW/ANET are clean trends, but CRM/ADBE/PLTR/MSFT/META are confirmed collapse/downtrend and well below VWAP. AI power (CEG, SMR, OKLO, EOSE) continues to deteriorate, with SMR now -83.3% off its 52-week high — the single most destroyed name in this scan.

FROTH READ: pricePctVsVwap is the key signal — names >50% above VWAP are extended/parabolic relative to their average buyer's cost basis.

Quick Snapshot

Signal Reading
Overall 🟠 Rotating froth — memory/storage cooling, AI security now the most extended pocket, software/SaaS still bifurcated
New froth leader PANW — regime literally flagged `parabolic`, RSI 80.2, +83.2% above VWAP, +34.2% in 30 days
Digesting MU, STX, WDC, INTC — all down 7-12% this week after 85-160% 3M runs, now in "pullback" not "uptrend" regime
Clean trend NET, ANET, TSM, ASML — trending without parabolic extension
Broken PLTR, MSFT, META, CRM, ADBE, NOW, WDAY, CEG, OKLO, SMR, EOSE — below VWAP, downtrend/collapse regime
Worst damage SMR -83.3% off its 52-week high; EOSE -74.5%; OKLO -73.3%

Froth Read — Key Signal

Stock Price 3M% vs VWAP (POC) Froth Level
AMD $552.05 +149.20% +126.5% (poc $161.70) 🔴 EXTREME
WDC $577.46 +85.15% +125.14% (poc $78.84) 🔴 EXTREME
INTC $122.20 +130.96% +115.14% (poc $36.96) 🔴 EXTREME
BE $295.05 +117.09% +111.77% (poc $139.75) 🔴 EXTREME
STX $868.26 +85.37% +111.40% (poc $284.03) 🔴 EXTREME
MU $984.75 +160.85% +108.76% (poc $415.10) 🔴 EXTREME
PANW $357.53 +110.47% +83.20% (poc $182.43) 🔴 Very extended — regime = `parabolic`
FTNT $162.35 +93.92% +77.05% (poc $79.85) 🔴 Very extended
MRVL $249.27 +128.00% +68.01% (poc $78.11) 🟠 Extended
DDOG $255.37 +119.13% +66.07% (poc $139.42) 🟠 Extended
CRWD $199.38 +88.43% +64.07% (poc $103.74) 🟠 Extended
ARM $322.24 +124.00% +62.82% (poc $136.76) 🟠 Extended

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

Price Tables by Group

Semis & Foundry

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
NVDA $195.55 42.3 +1.0% -6.27% +9.8% +4.31% -17.33% weak-down 📈 Accumulate (near VWAP, thesis intact)
AMD $552.05 57.5 +2.29% +12.59% +149.2% +126.5% -5.59% strong-up ⚠️ Avoid — extreme parabolic
AVGO $373.90 45.2 -1.95% -5.57% +12.13% +6.47% -24.46% weak-down 📈 Accumulate (near VWAP, thesis intact)
MRVL $249.27 47.6 -4.52% -13.7% +128.0% +68.01% -24.44% strong-up ⚠️ Hold only — extended
ARM $322.24 46.4 +0.07% -6.97% +124.0% +62.82% -28.82% strong-up ⚠️ Hold only — extended
SMCI $27.19 39.9 -9.05% -38.19% +19.94% -26.61% -56.4% strong-down ❌ Avoid (broken)
QCOM $186.48 43.5 -6.42% -14.37% +50.3% +6.99% -28.25% weak-down 🔍 Watch
INTC $122.20 50.5 -0.34% +10.82% +130.96% +115.14% -14.16% strong-up ⚠️ Avoid — extreme parabolic
TSM $451.79 54.8 -1.08% +6.1% +31.14% +38.46% -5.68% strong-up 🔒 Hold (core)
ASML $1,825.07 52.9 -1.69% +4.35% +40.0% +49.74% -8.74% strong-up 🔒 Hold (extended but trending)

Memory / Storage

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
MU $984.75 49.1 -7.48% +3.75% +160.85% +108.76% -21.53% strong-up (pullback) 🔴 EXTREME — digesting, do not add
STX $868.26 46.2 -9.87% -0.9% +85.37% +111.4% -24.17% strong-up (pullback) 🔴 EXTREME — digesting
WDC $577.46 48.8 -11.93% +9.59% +85.15% +125.14% -27.81% strong-up (pullback) 🔴 EXTREME — digesting hardest

Read: The whole memory/storage cluster flipped from "uptrend" to "pullback" regime this week and is down 7-12% in seven days after runs of 85-160% over three months — still 100%+ above VWAP, but this is genuine digestion, not acceleration.

Cloud Hyperscalers

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
AMZN $244.16 50.6 -0.76% -0.43% +14.22% +5.66% -12.35% weak-down (basing) 📈 Accumulate (near VWAP)
MSFT $386.74 48.6 +3.56% -6.07% +4.11% -12.35% -30.37% strong-down ❌ Avoid (below VWAP, death cross)
GOOGL $366.46 54.0 +2.88% +0.87% +20.04% +25.8% -10.32% weak-down (uptrend) 🔍 Watch (extended vs VWAP)
META $600.29 54.5 +2.59% +2.64% +4.49% -8.28% -24.61% strong-down ❌ Avoid (below VWAP, death cross)
TSLA $419.77 55.0 -0.72% +2.65% +21.09% +5.17% -15.85% up (pullback) 🔍 Watch (near VWAP, cooling)

AI Security

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
PANW $357.53 80.2 ↑ +6.54% +34.24% +110.47% +83.2% -2.89% strong-up (`parabolic` regime) 🔴 Trim / do not add
FTNT $162.35 71.4 -0.72% +13.5% +93.92% +77.05% -0.75% strong-up 🔒 Hold (extended, near high)
CRWD $199.38 74.5 +2.97% +21.06% +88.43% +64.07% -4.83% strong-up 🔒 Hold (extended, strong trend)
ZS $150.42 61.4 +5.58% +16.38% +5.86% -20.98% -55.36% weak-up (downtrend) ❌ Avoid (not participating)

Read: Security is now the most extended part of the entire AI complex — PANW's regime flag flipped to parabolic this scan (was uptrend two weeks ago at RSI 70.5). FTNT and CRWD are both up ~90% in three months and 64-77% above VWAP. This bucket has gone from "clean trend without extension" to "the new froth leader" in two weeks.

Data / Software / SaaS

Stock Price RSI 7D% 30D% vs VWAP 52wkHi% Trend Signal
SNOW $262.09 69.2 +2.62% +9.0% +28.04% -8.04% up (death cross) 🔒 Hold (re-rated, extended)
DDOG $255.37 64.5 +3.46% +10.23% +66.07% -8.37% strong-up 🔒 Hold (extended but trending)
NET $247.55 58.5 -2.21% -0.1% +20.56% -10.57% strong-up 📈 Accumulate (best risk/reward here)
ANET $173.28 57.6 +1.2% +10.79% +23.5% -3.63% strong-up 🔒 Hold (clean uptrend, near high)
EQIX $998.84 31.5 ↓ -7.56% -6.01% +13.12% -11.5% weak-down (basing) 🔍 Watch — approaching oversold (data-center REIT)
DLR $173.70 34.3 -8.95% -4.0% +0.49% -16.55% weak-down (basing) 🔍 Watch — near fair value (data-center REIT)
CSCO $113.98 46.6 -2.82% -7.85% +37.59% -12.57% strong-up (pullback) 🔍 Watch (extended, pulling back)
MDB $357.91 57.9 +6.0% +1.52% +15.62% -19.52% up (pullback) 🔍 Watch
PATH $11.83 63.4 +7.74% +5.91% -6.75% -40.37% weak-up (downtrend) ❌ Avoid
VEEV $192.01 69.4 +8.77% +14.81% -7.86% -38.16% weak-up (downtrend) 🔍 Watch (basing)
NOW $107.93 56.3 +3.41% -5.48% -12.9% -48.65% weak-up (downtrend) ❌ Avoid
CRM $165.65 49.6 +3.77% -9.02% -20.56% -40.16% strong-down (collapse) ❌ Avoid (collapse)
WDAY $137.99 59.3 +7.25% -4.01% -19.48% -44.77% weak-up (downtrend) ❌ Avoid
ADBE $218.07 49.6 +5.09% -10.99% -24.67% -43.59% strong-down (collapse) ❌ Avoid (collapse)
PLTR $132.54 54.1 +9.37% -2.88% -16.18% -36.13% strong-down (collapse) ❌ Avoid (collapse regime)
AI $9.28 44.3 +1.68% -12.45% -36.21% -69.18% strong-down (downtrend) ❌ Avoid (deep collapse)

AI Power / Energy

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
BE $295.05 52.4 -0.71% +16.36% +117.09% +111.77% -16.01% strong-up (pullback) ⚠️ Hold only — very extended
SEDG $56.91 50.1 +1.16% -11.01% +29.78% +46.2% -29.96% strong-up (pullback) ⚠️ Selling into bounce — still extended
NEE $87.44 50.0 +1.24% +4.08% -5.97% +5.56% -11.45% weak-down (pullback) 🔍 Watch
VST $157.22 51.0 -6.78% +7.18% +2.44% -9.21% -28.48% weak-up (downtrend) 🔍 Watch (basing)
FSLR $233.06 41.6 -2.75% -15.37% +21.19% +3.46% -27.38% down (pullback) 🔍 Watch (near fair value)
ENPH $44.55 41.0 -7.41% -21.68% +39.04% +11.83% -39.59% weak-down (pullback) 🔍 Watch (oversold approach)
RUN $12.97 46.2 -1.47% -3.64% -1.89% -14.22% -42.2% strong-down (downtrend) ❌ Avoid
CEG $245.87 39.6 -7.87% -1.91% -9.66% -20.8% -40.42% strong-down (collapse) ❌ Avoid (collapse, deepening)
EOSE $5.06 34.1 -11.8% -24.36% +12.95% -49.28% -74.52% strong-down (downtrend) ❌ Avoid (collapse)
OKLO $51.84 40.7 +1.95% -12.05% +11.27% -41.31% -73.26% strong-down (downtrend) ❌ Avoid (collapse)
SMR $9.61 42.1 -2.5% -10.69% +4.91% -54.57% -83.26% strong-down (downtrend) ❌ Avoid — worst name in the scan

AI Healthcare

Stock Price RSI 7D% 30D% 3M% vs VWAP Trend Signal
TEM $60.70 65.4 +6.77% +24.92% +29.67% -7.36% weak-up (downtrend regime) 🔥 Breakout momentum — regime/tape disagree, needs a look
ISRG $432.83 59.9 +3.61% +3.4% -4.44% -10.24% weak-up (downtrend regime) 🔍 Watch (thesis intact per system, tape says otherwise)

Quantum / Speculative AI

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
IONQ $48.87 41.1 -4.84% -22.18% +71.53% -3.22% -42.26% down ⚠️ Speculative, fading fast
QBTS $22.56 46.3 -2.97% -12.66% +64.19% -6.86% -51.74% strong-down ⚠️ Speculative, rolling over after big 3M run
RGTI $17.96 41.5 -5.13% -17.46% +29.77% -32.09% -69.11% strong-down ❌ Avoid
SOUN $6.96 48.1 +3.63% -7.08% +3.88% -43.01% -68.61% strong-down ❌ Avoid
BBAI $3.58 40.3 -1.12% -16.94% +3.77% -41.04% -61.87% strong-down ❌ Avoid

Telecom / Connectivity

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
TAC $13.61 52.0 -1.17% +8.79% +0.52% +0.2% -23.88% weak-up (basing) 🔍 Watch (basing)
VZ $42.07 32.7 -1.57% -7.42% -12.17% -2.55% -18.6% down (basing) 🔍 Watch — near fair value
SKM $31.67 35.2 -0.34% -20.11% -1.46% +0.76% -32.87% weak-down (pullback) 🔍 Watch
T $20.58 28.4 ↓ -4.1% -8.53% -25.84% -18.82% -30.92% strong-down (downtrend) ⚠️ Oversold but falling knife — death cross
BCE $20.87 26.2 ↓ -5.64% -12.57% -11.3% -11.25% -21.3% down (pullback) ⚠️ Oversold but falling knife
TMUS $181.79 49.8 +2.55% +1.88% -8.86% -11.98% -30.5% strong-down (downtrend) ❌ Avoid

AI ETFs

Stock Price RSI 7D% 30D% 3M% vs VWAP Trend Signal
SMH $604.30 49.4 -2.8% +1.03% +51.11% +46.24% strong-up ⚠️ Parabolic at ETF level
ROBO $86.19 54.8 +1.97% +2.21% +24.28% +14.6% strong-up 🔍 Watch
AIQ $63.84 50.5 -1.31% -0.93% +33.42% +20.08% strong-up 🔍 Watch
BOTZ $38.25 52.5 +2.55% -0.13% +14.62% +4.73% weak-down (uptrend regime) 🔍 Watch

Tier Analysis

Parabolic / Extreme Extension

AMD (+126.5% vwap), WDC (+125.1%), INTC (+115.1%), BE (+111.8%), STX (+111.4%), MU (+108.8%), PANW (+83.2%, parabolic regime), FTNT (+77.1%), MRVL (+68.0%), DDOG (+66.1%), CRWD (+64.1%), ARM (+62.8%). Do not add new money to any of these; hold existing gains, trim into further strength.

Oversold / Near-Fair-Value Candidates

  • NVDA (RSI 42.3, +4.3% vs VWAP) — thesis intact, essentially at its average buyer's cost basis.
  • AVGO (RSI 45.2, +6.5% vs VWAP) — pulling back -5.6% in 30 days, thesis intact, near fair value.
  • EQIX (RSI 31.5) and DLR (RSI 34.3) — the two data-center REITs are both basing near their VWAP after 6-9% pullbacks; the AI-infra real-estate leg looks tired but not broken.
  • T (RSI 28.4) and BCE (RSI 26.2) — genuinely oversold, but both are in confirmed downtrends with death crosses. Treat as watch-only, not entries.

Broken / Collapse (avoid even at low RSI)

PLTR, MSFT, META, CRM, ADBE, NOW, WDAY, ZS, AI, CEG, OKLO, SMR, EOSE, RUN, TMUS — all below VWAP in confirmed downtrend/collapse regimes. SMR (-83.3% off high), EOSE (-74.5%), and OKLO (-73.3%) are the worst damage in the entire scan.

Entry Zones

Stock Entry Zone Thesis Status
NVDA $180-200 AI chip cycle intact; near VWAP ⏳ In zone
AVGO $355-375 Custom ASIC thesis; near VWAP; pullback in strong trend ⏳ In zone
AMZN $230-245 AWS + AI infra; near VWAP; thesis intact ⏳ In zone
NET $230-250 Cleanest risk/reward in data security/edge 📈 Accumulate
EQIX / DLR Near current ($990-1010 / $170-180) Data-center REIT pullback; both near VWAP 🔍 Watch
CRWD Wait for pull toward $150-170 Cleanest security trend, but +64% vs VWAP now ⏳ Waiting

Action Matrix

Stock Signal Action Notes
MU, STX, WDC, INTC 🔴 ⚠️ Hold only Digesting after 85-160% 3M run; still 100%+ above avg buyer
PANW 🔴 ⚠️ Trim / Avoid RSI 80.2, regime = `parabolic` — the new froth leader
AMD, BE 🔴 ⚠️ Avoid / Hold only +111-126% above VWAP
NVDA, AVGO, AMZN 📈 📈 Accumulate Near VWAP, thesis intact
FTNT, CRWD 🔒 🔒 Hold Extended but strong trend
NET, ANET 🔒 🔒 Hold / Accumulate Best risk/reward in software/networking
TSM, ASML 🔒 🔒 Hold Structurally sound, fairly extended
EQIX, DLR 🔍 🔍 Watch Data-center REITs near VWAP, RSI approaching oversold
PLTR, MSFT, META, CRM, ADBE ❌ ❌ Avoid Collapse/downtrend, below VWAP
CEG, OKLO, SMR, EOSE ❌ ❌ Avoid Deepening collapse, 40-83% off highs
TEM 🔥 🔍 Research +24.9% 30D — regime/tape disagreement, worth a deep dive
T, BCE ⚠️ ⏳ Watch only Genuinely oversold but falling-knife trend structure

What's Different vs the 2026-06-26 EOW Scan

  1. Memory/storage cooled from its extreme peak: MU +151.9% vs VWAP → +108.8%, STX +128.5% → +111.4%, WDC +138.1% → +125.1%, INTC +133.9% → +115.1% — still extreme, but genuinely de-risking after 7-12% weekly declines. Regime flipped from uptrend to pullback across the whole cluster.
  2. AI security got more extended, not less: PANW +58.5% vs VWAP → +83.2% (RSI 70.5 → 80.2, regime flipped to literally parabolic); FTNT +66.8% → +77.1%; CRWD +45.9% → +64.1%. Security has flipped from "clean trend, no extension" to the hottest pocket in the scan.
  3. PLTR mean-reverted toward VWAP but stayed broken: -28.5% below VWAP → -16.2% below — some bounce in the depths, but the collapse regime and death cross are unchanged.
  4. ARM and MRVL de-extended: ARM +71.7% → +62.8% vs VWAP; MRVL +85.6% → +68.0% — both cooling from their most extreme readings.
  5. New name added: QBTS (quantum) — still +64.2% over 3 months but now rolling over (-12.7% 30D, -51.7% off its 52-week high).
  6. CEG deepened its collapse: now -40.4% off its 52-week high, worse than two weeks ago.
  7. SMR is the standout casualty: -83.3% off its 52-week high — the single most destroyed name across this entire 66-ticker universe.
10 events
DateTypeEvent
Jul 11 ScanAI Scan Jul 17 ScanAI Scan Jun 26 ScanAI Scan Jul 25 ScanAI Scan Jun 20 ScanAI Scan Jul 28 ScanAI Scan Jun 16 ScanAI Scan Jul 31 ScanAI Scan Jun 25 ScanAI Scan Aug 8 ScanAI Scan

No direct external sources are attached to this read.