Insider Scan
Insider Scan
2026-07-11 Insider Activity Scan — Biotech Overbought Cluster Cools Hard, CRSP Stacks Insider Buying On Top
No golden signals this cycle (RSI<30 + insider buying) — CRSP is the closest, cooling out of overbought territory (RSI 69.6→45.8) with genuine insider buying stacked on top, but its structure is still death-crossed. The prior scan's biotech-overbought cluster (MRNA, VRTX, NTLA, CRSP, all RSI 70-82) cooled dramatically across the board — a real price pullback this time, not just RSI compression. Insider buying stays thin: only TSLA, CRSP, and ASAN show net buying (three names, versus 54 with net selling), and none of that buying sits inside intact technical structure. EOSE is the single most oversold name in the universe (RSI 29.6) but shows no insider-buying confirmation — a technical extreme, not a signal.
Data as-of 2026-07-10 close. Source: the desk's own tooling (live insider Form-4 net dollars) cross-referenced against summaries/insider-universe.json for price/RSI/structure — CLI prices matched the summary exactly on every name checked, no discrepancy correction needed. Prior scan: 2026-07-07-insider-scan.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Thin buying (3 names), broad selling (54 names, none flagged "selling into dip"), zero golden signals |
| Golden (RSI<30 + buying) | 0 — none this cycle |
| Insider buying | TSLA (+$205.3M), CRSP (+$28.1M), ASAN (+$8.4M) — all in damaged or downtrend structure, not oversold enough to be golden |
| Heaviest selling | AMZN (-$9.2B), NVDA (-$3.3B), LLY (-$3.1B), PLTR (-$2.5B) — all mega-cap, largely routine-scale for these names |
| Deepest technical oversold | EOSE (RSI 29.6, collapse regime, -58.2% vs SMA200) — no insider-buying confirmation, technical extreme only |
| Key insight | The prior scan's biotech-overbought cluster (MRNA/VRTX/NTLA/CRSP, RSI 70-82) cooled hard on real price pullbacks, not just time — the sharpest sector-wide reversal in this corpus this cycle |
What's Going On
Insider buying stays scarce: only TSLA (+$205.3M net), CRSP (+$28.1M), and ASAN (+$8.4M) show net insider accumulation, and none of the three sits inside clean technical structure. TSLA is death-crossed and merely pullback (RSI 51.5, -2.5% vs SMA200); CRSP is death-crossed and downtrend (RSI 45.8, -3.9% vs SMA200) despite a real biotech-sector cooldown; ASAN is death-crossed and downtrend, still -53.3% off its 52-week high. None of this buying is a green light on its own — it's a data point to weigh against damaged charts, not a signal to act on.
Selling is broad — 54 of 59 tracked names show net insider selling, led by mega-caps (AMZN -$9.2B, NVDA -$3.3B, LLY -$3.1B) whose dollar totals are large mostly because of company size, not necessarily a bearish tell. The more useful cut is selling paired with damaged structure: PLTR (-$2.5B net, RSI 48.4, deathCross, downtrend, -19.1% vs SMA200) and NFLX (-$1.4B net, RSI 37.5, deathCross, collapse, -22.7% vs SMA200) both combine heavy selling with broken charts — that combination calls for outside verification before treating either as attractive on price alone. By contrast, DOCN (-$673.7M net, RSI 38.9, but goldenCross still intact, pullback, +60.9% vs SMA200) is a case of heavy selling inside a technically-intact uptrend — worth a name-level look at why insiders are selling into what is still a structurally healthy chart.
The biggest move since the last scan is the biotech-overbought cluster cooling off. MRNA, VRTX, NTLA, and CRSP were all RSI 70-82 last scan; all four have since cooled to the mid-40s-to-mid-50s, and unlike the ETF-sleeve cooldown seen elsewhere in this corpus, this one came with real price declines (MRNA -16.5%, NTLA -20.3%), not just RSI compression through time. EOSE remains the single most oversold name in the tracked universe at RSI 29.6, collapse regime, -58.2% vs SMA200 — but it shows no insider-buying confirmation, so per desk doctrine this is a technical extreme to watch, not a buy signal.
What Changed Since Prior Scan (2026-07-07 → 2026-07-11)
| Change | Read |
|---|---|
| Biotech-overbought cluster cooled hard on real price declines — MRNA (RSI 81.9→54.8, price -16.5%), VRTX (RSI 81.6→53.1), NTLA (RSI 70.7→42.2, price -20.3%), CRSP (RSI 69.6→45.8) | Genuine pullback, not just time-based RSI compression — the sharpest reversal in this scan cycle |
| CRSP gained insider buying (+$28.1M net) while cooling out of overbought | Two threads converging on one name — still death-crossed, so a structural confirmation (golden cross) would be the next thing to watch for, not an entry trigger on its own |
| AKAM and ZM both recovered sharply — AKAM RSI 33.9→51.3, ZM RSI 39.7→48.8 (ZM's golden cross also flipped true) | The prior scan's oversold clean-energy/legacy-SaaS cluster is stabilizing; ZM is the cleaner structural recovery of the two |
| PLTR's regime downgraded from `collapse` (thesisState intact) to `downtrend`, now carrying -$2.5B in insider selling | Was a bounce candidate last scan (+9.4% 7D); now damaged structure plus heavy selling — needs verification before any accumulate call |
| No golden signals either scan | Golden-signal criterion (RSI<30 + buying) remains unmet across two consecutive cycles in this universe |
How To Read The Board
This is a price-and-structure screen cross-referenced with live insider Form-4 net dollars — not a recommendation engine. "Insider buying" flags net accumulation; it says nothing about whether the chart is worth owning. A low RSI paired with insider buying is only a genuine "golden" signal below RSI 30 — everything else is a data point to weigh, not a trigger. Heavy insider selling on a mega-cap is frequently routine (compensation-driven, diversification) and should not be read as bearish without checking the filing detail; heavy selling on a name that's also technically damaged (deathCross, downtrend/collapse regime) is the pairing worth flagging for outside verification. Structure labels — intact (goldenCross, uptrend/basing), damaged (deathCross, downtrend/collapse), extended (large positive vs SMA200 in an uptrend) — describe the chart only.
Price Table
Insider Buying (net > $100K)
| Symbol | Price | RSI | 7D | 30D | vsSMA200 | Regime | Structure | Insider Net |
|---|---|---|---|---|---|---|---|---|
| TSLA | $407.76 | 51.5 | -3.1% | +2.2% | -2.5% | pullback | Damaged (deathCross) | +$205.3M |
| CRSP | $53.35 | 45.8 | -2.2% | +6.2% | -3.9% | downtrend | Damaged (deathCross) | +$28.1M |
| ASAN | $7.33 | 53.5 | +4.7% | -1.7% | -25.5% | downtrend | Damaged (deathCross), -53.3% off 52wk high | +$8.4M |
Insider Selling — Top 20 by Net Dollar Value
| Symbol | Price | RSI | 7D | 30D | vsSMA200 | Regime | Structure | Insider Net |
|---|---|---|---|---|---|---|---|---|
| AMZN | $245.34 | 51.0 | +2.9% | +1.6% | +5.1% | basing | Intact | -$9.2B |
| NVDA | $210.96 | 57.2 | +5.4% | +3.0% | +10.2% | pullback | Intact | -$3.3B |
| LLY | $1,188.58 | 57.1 | -0.9% | +2.4% | +19.6% | breakout | Intact, extended | -$3.1B |
| PLTR | $126.79 | 48.4 | +8.7% | -3.3% | -19.1% | downtrend | Damaged | -$2.5B |
| AVGO | $399.97 | 53.7 | +5.9% | +3.9% | +10.7% | pullback | Intact | -$1.6B |
| PANW | $325.91 | 58.6 | -4.4% | +16.6% | +59.2% | uptrend | Intact, extended | -$1.6B |
| SNOW | $261.45 | 65.5 | +2.7% | +8.8% | +26.0% | uptrend | Intact | -$1.5B |
| NFLX | $73.37 | 37.5 | +2.8% | -9.7% | -22.7% | collapse | Damaged | -$1.4B |
| COIN | $159.07 | 47.2 | +8.8% | -0.8% | -29.8% | downtrend | Damaged | -$891.0M |
| ABNB | $148.62 | 59.8 | +3.9% | +13.6% | +13.8% | breakout | Intact | -$850.4M |
| NET | $268.40 | 64.8 | +9.4% | +18.0% | +28.2% | uptrend | Intact, extended | -$744.5M |
| RBLX | $55.35 | 59.3 | +1.8% | +27.3% | -27.1% | downtrend | Damaged despite bounce | -$710.2M |
| DOCN | $130.49 | 38.9 | -16.9% | -25.3% | +60.9% | pullback | Intact (goldenCross) — selling into an intact uptrend | -$673.7M |
| DDOG | $257.54 | 60.0 | -1.1% | +9.9% | +61.8% | uptrend | Intact, extended | -$668.3M |
| SOFI | $18.78 | 60.5 | +4.7% | +12.7% | -14.9% | downtrend | Damaged | -$516.9M |
| TWLO | $214.56 | 62.1 | +4.0% | +3.8% | +50.4% | uptrend | Intact, extended | -$509.6M |
| BE | $244.61 | 43.0 | -19.2% | -1.7% | +44.4% | pullback | Intact (goldenCross) | -$444.6M |
| AAPL | $315.32 | 63.0 | +9.0% | +6.7% | +15.9% | uptrend | Intact | -$442.1M |
| ESTC | $60.24 | 55.0 | +5.6% | 0.0% | -8.9% | downtrend | Damaged (deathCross) | -$395.6M |
| AMD | $557.89 | 57.6 | -4.0% | +14.2% | +93.9% | uptrend | Intact, extended | -$388.9M |
(34 more names carry net insider selling below the top-20 cut shown above, including NTLA, UI, CEG, BNTX, INTC, TSM, ENPH, MRNA, AKAM, EOSE — none flagged "selling into dip.")
Deepest Technical Oversold (RSI < 45, no insider-buying confirmation)
| Symbol | Price | RSI | vsSMA200 | Regime | Note |
|---|---|---|---|---|---|
| EOSE | $4.40 | 29.6 | -58.2% | collapse | Deepest RSI in the universe; no insider-buy confirmation — technical extreme, not a signal |
| NFLX | $73.37 | 37.5 | -22.7% | collapse | See selling table above |
| DOCN | $130.49 | 38.9 | +60.9% | pullback | Structure intact despite low RSI — see selling table above |
| FSLR | $227.83 | 40.4 | -3.2% | pullback | Solar, no insider-scan flag surfaced |
| NTLA | $14.22 | 42.2 | +3.6% | pullback | Cooled from RSI 70.7 (biotech cluster) |
| ENPH | $44.83 | 42.9 | +12.6% | pullback | Cooled slightly from 41.0, still weak |
| UI | $550.99 | 43.6 | -19.0% | collapse | No insider flag surfaced this cycle |
| BE | $244.61 | 43.0 | +44.4% | pullback | See selling table above |
(23 remaining tracked names — ISRG, MRVL, QCOM, GOOGL, CRM, MSFT, ARM, ZS, ASML, MDB, UBER, NOW, FSLY, HIMS, IBKR, CRWD, SHOP, FTNT, PINS, AFRM, U, TMO, META — sit at RSI 45-66, basing/steady, no insider-buy or heavy-selling flag surfaced by the CLI's top cuts this cycle.)
Tier Analysis
Buying, but not clean — TSLA/CRSP/ASAN are the only net-buying names, and all three carry deathCross/downtrend tags. CRSP is the most interesting: it just cooled out of a biotech-overbought extreme (RSI 69.6→45.8) with genuine insider accumulation on top — worth a name-level follow-up if a golden cross prints next scan.
Heavy selling, intact structure — AMZN, NVDA, LLY, AVGO, PANW, SNOW, ABNB, NET, DOCN, DDOG, TWLO, BE, AAPL, AMD all show large insider selling dollars but sit inside intact (goldenCross) technical structure. Read this as scale-driven (mega-cap compensation/diversification programs), not a bearish tell on its own.
Heavy selling, damaged structure — verification-worthy — PLTR (-$2.5B) and NFLX (-$1.4B) pair large insider selling with deathCross/downtrend-or-collapse charts. This is the combination the desk should actually verify before any accumulate call, not the mega-cap selling above.
Biotech cluster cooled hard — MRNA, VRTX, NTLA, CRSP all dropped from RSI 70-82 to the mid-40s-to-mid-50s with real price pullbacks (MRNA -16.5%, NTLA -20.3%). Confirms the sector-wide overbought read from the 2026-06-26 monster scan is finally resolving via price, not just time.
Technical extremes without confirmation — EOSE (RSI 29.6) is the single most oversold name in the universe but carries no insider-buying signal; per desk doctrine, a low RSI alone inside this tracked universe is not a recommendation.
Entry Zones
| Stock | Price | Zone | RSI | Insider Signal | Setup |
|---|---|---|---|---|---|
| CRSP | $53.35 | Watch for golden-cross confirmation | 45.8 | +$28.1M buying | Best combination in the scan (cooling + buying), but still death-crossed — confirm structure before entry |
| EOSE | $4.40 | Contrarian probe only | 29.6 | None | Deepest oversold name tracked; no insider confirmation, verify a stabilization signal before any size |
| DOCN | $130.49 | Watch why insiders are selling | 38.9 | -$673.7M selling | Structure intact (goldenCross, +60.9% vs SMA200) despite the sell pressure — the disconnect is the thing to research |
| PLTR | $126.79 | Avoid until verified | 48.4 | -$2.5B selling | Damaged structure + heaviest non-mega-cap selling dollar figure — needs outside verification, not a dip-buy |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🟢 ACCUMULATE (verify first) | CRSP | Only buying name with a genuine cooldown-from-overbought story; still needs a structural (golden-cross) confirmation |
| 🔍 WATCH | TSLA, ASAN, EOSE, DOCN, BE | Buying-but-damaged, technically extreme, or selling-into-intact-structure — each needs a specific follow-up before acting |
| 🔒 HOLD (routine selling) | AMZN, NVDA, LLY, AVGO, PANW, SNOW, ABNB, NET, DDOG, TWLO, AAPL, AMD | Intact structure; insider selling reads as scale/routine, not a bearish signal |
| ⚠️ VERIFY BEFORE ACTING | PLTR, NFLX, RBLX, COIN, SOFI, ESTC | Damaged structure (deathCross, downtrend/collapse) paired with net insider selling |
What To Watch Next
| Watch | Why it matters |
|---|---|
| CRSP golden-cross status | The one name combining a real cooldown with insider buying — a structural confirmation would upgrade this from "watch" to "accumulate" |
| DOCN's insider selling vs. intact chart | -$673.7M net selling inside a still-golden-crossed uptrend is the scan's clearest disconnect; worth a name-level look |
| EOSE stabilization | RSI 29.6 is the deepest oversold print tracked; watch for any basing signal before treating it as more than a falling knife |
| Biotech cluster (MRNA/VRTX/NTLA/CRSP) next print | All four cooled hard this cycle — confirm whether this becomes a genuine base or continues down |
| PLTR/NFLX structure | Both pair heavy insider selling with damaged charts; a stabilization or further breakdown next scan will clarify which read was right |
Related
10 eventsNo direct external sources are attached to this read.