AI Scan
AI Scan
The single biggest event in this scan is Intuitive Surgical's -14.15% one-day crash on 3.89x normal volume, pulling its RSI to 30.2 — right at the edge of capitulation. Beyond that, the chip/memory complex rolled over hard: MRVL and ARM are both down 39% over 30 days, and MU/STX/WDC all reversed the "stabilizing" story from the last scan into fresh double-digit weekly losses. AI security went the other way — PANW's regime, de-risked from parabolic two weeks ago, has re-accelerated (RSI 58.6→67.4, +10.05% on the week) — and legacy SaaS names that had been flagged broken (CRM, ADBE, WDAY, PLTR) all posted positive weeks. Quantum/speculative names (IONQ, QBTS, RGTI, BBAI) and the AI-power cluster (BE, EOSE, OKLO, SMR) both deteriorated further, several edging toward outright capitulation. All 66 tickers carry a fresh 2026-07-17 read (ai-scan.json) — no staleness caveat this cycle.
FROTH READ: vs VWAP is the key signal — names >50% above VWAP are extended/parabolic relative to their average buyer's cost basis.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🔴 Broad rollover — memory/storage, semis, quantum, and AI power all cracked; AI security and legacy SaaS bounced instead |
| Biggest single event | ISRG — -14.15% in one day on 3.89x normal volume, RSI now 30.2, thesis flag still reads "intact" — tape and flag disagree |
| Sharpest deterioration | MRVL (-39.23% 30D, RSI 45.2→35.7) and ARM (-39.2% 30D, RSI 47.9→38.4) — both nearly quadrupled their prior 30-day drawdown |
| Reversed the cooldown | PANW — RSI 58.6→67.4, 7D flipped from -11.0% to +10.05%; the "de-risking" flagged last scan has partly undone itself |
| Rolling over hardest | Memory/storage (MU/STX/WDC), quantum (IONQ/QBTS/RGTI/BBAI), and AI power (BE/EOSE/OKLO/SMR) — all worse across the board |
| Caveat | None — every ticker in this scan carries a same-day 2026-07-17 read |
What's Going On
The clearest single headline is Intuitive Surgical (ISRG): a -14.15% one-day move on 3.89x average volume dropped its RSI to 30.2, right at the capitulation line, and widened its 52-week gap to -42.8%. The system's own thesis flag still reads "intact" for ISRG, which is worth a fresh look rather than trusting the flag at face value given the size of the move.
The chip and memory complex had its worst two weeks since this scan began tracking the current cooldown. MRVL fell -19.99% on the week alone, pushing its 30-day change from -15.97% to -39.23% and its RSI from 45.2 to 35.7; ARM moved almost identically, -17.38% on the week and -39.2% over 30 days, RSI down to 38.4. Memory/storage — flagged as "stabilizing" just two weeks ago — reversed hard instead: MU fell -13.31% on the week (30D now -25.12%, was -1.65%), STX fell -13.48% (30D -26.35%, was +4.94%), and WDC fell -18.09% (30D -36.05%, was +10.07%). The AI-power cluster deteriorated further from an already-damaged state: BE's 30-day change worsened from -1.72% to -34.64%, EOSE's from -29.03% to -46.01%, and OKLO's RSI fell to 29.0 — effectively at the capitulation line alongside SMR (RSI 32.4, still the single worst name in the universe at -86.56% off its high).
AI security moved in the opposite direction from two weeks ago. PANW, whose regime had de-risked from parabolic back to uptrend on the last scan (RSI 80.2→58.6), just had a +10.05% week that pushed RSI back up to 67.4 and its extension above VWAP back up to +79.66% from +65.24% — the cooldown reversed rather than extending. FTNT and CRWD moved with it (both had positive weeks after the prior scan's sharp pullbacks). Legacy SaaS names that were flagged broken two weeks ago — CRM, ADBE, WDAY, PLTR — all posted positive 7-day and 30-day changes this period, though most remain death-crossed and below VWAP, so the "avoid" read on structure hasn't changed even as the tape bounced. Telecom (T, VZ, BCE) continued its recovery out of falling-knife territory into the high-40s RSI range, while the quantum/speculative bucket (IONQ, QBTS, RGTI, BBAI, SOUN) deteriorated across the board again — IONQ and BBAI are both now under RSI 27, the closest names in the scan to outright capitulation.
What Changed Since the 2026-07-11 Scan
- ISRG crashed -14.15% in a single day on 3.89x average volume — RSI fell from 45.0 to 30.2, the 52-week gap widened from -42.8%(30D)-adjacent levels to -42.8% overall, and this is now the single largest one-day move in the scan.
- MRVL and ARM both cratered: MRVL 30D -15.97%→-39.23% (RSI 45.2→35.7); ARM 30D -5.51%→-39.2% (RSI 47.9→38.4) — the sharpest deterioration in the chip complex since the last read.
- Memory/storage reversed the stabilization story: MU 30D -1.65%→-25.12%, STX 30D +4.94%→-26.35%, WDC 30D +10.07%→-36.05% — all three flipped from "stabilizing" to genuinely broken.
- PANW re-accelerated: RSI 58.6→67.4, 7D -11.0%→+10.05%, vs VWAP +65.24%→+79.66% — the de-risking flagged last scan partly undid itself. FTNT (RSI 60.0→59.9, 7D -2.93%→+2.6%) and CRWD (RSI 57.2→62.9, 7D -9.85%→+8.49%) both bounced alongside it.
- AI power deepened further: BE 30D -1.72%→-34.64%; EOSE 30D -29.03%→-46.01%; OKLO RSI 38.6→29.0 (30D -15.57%→-32.79%); SMR RSI 39.8→32.4 (30D -5.54%→-34.24%, still the worst name in the universe at -86.56% off its high).
- Legacy SaaS bounced despite still-broken structure: CRM (7D -0.32%→+4.56%), ADBE (7D +4.63%→+6.09%, 30D +2.21%→+21.57%), WDAY (30D +6.45%→+23.82%), PLTR (7D -3.08%→+4.41%) — all positive this period, though CRM/ADBE/WDAY/PLTR remain death-crossed and below VWAP.
- Quantum bucket deteriorated further: IONQ RSI 36.5→25.7 (30D -20.94%→-38.5%), QBTS RSI 39.8→31.1 (30D -15.66%→-32.24%), RGTI RSI 37.7→31.6 (30D -19.83%→-33.94%), BBAI RSI 33.7→26.1 (30D -21.01%→-27.55%) — IONQ and BBAI are now both under RSI 27.
- META gave back its VWAP cross: was +2.42% above VWAP two weeks ago after a +13.95% week; now -1.03% below VWAP after a -3.47% week — the "best mover" from last scan reversed.
- EQIX/DLR/ANET/CSCO all cooled from their bounce: EQIX RSI 49.1→42.3, DLR RSI 45.1→38.9, ANET RSI 63.0→49.3 (7D +7.37%→-9.81%), CSCO RSI 58.3→44.7 (7D +5.76%→-7.72%) — the "oversold call played out" story from two weeks ago reversed back down.
- Telecom recovery continued: T (RSI 40.8→49.5), VZ (RSI 39.6→49.7), BCE (RSI 34.9→44.4) — all moved further out of falling-knife territory, though most remain death-crossed.
Price Tables by Group
Semis & Foundry
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| NVDA | $202.81 | 48.1 | -3.86% | -3.74% | +0.49% | +7.59% | -14.26% | weak-down | 🟡 Cooled but thesis flagged intact |
| AMD | $495.76 | 46.3 | -11.14% | -7.74% | +80.31% | +95.55% | -15.22% | weak-down | ⚠️ Avoid — still extreme extension |
| AVGO | $370.83 | 43.8 | -7.29% | -9.71% | -7.06% | +4.77% | -25.09% | weak-down | 📈 Accumulate — near VWAP, thesis intact |
| ASML | $1,747.58 | 47.9 | -2.77% | -9.44% | +18.62% | +37.69% | -12.62% | strong-up | 🔒 Hold, cooling |
| TSM | $398.37 | 39.4 | -8.23% | -13.8% | +9.03% | +19.35% | -16.83% | weak-down | 🔍 Watch, oversold-adjacent |
| INTC | $95.04 | 36.5 | -13.47% | -29.07% | +44.66% | +60.75% | -33.23% | weak-down | 🔴 Rough continues, cooled from extreme |
| QCOM | $171.78 | 38.5 | -9.19% | -24.03% | +25.38% | -1.47% | -33.91% | weak-down | 🔍 Watch, near VWAP |
| MRVL | $188.68 | 35.7 | -19.99% | -39.23% | +27.66% | +23.56% | -42.8% | weak-down | ⚠️ Standout deterioration |
| ARM | $267.19 | 38.4 | -17.38% | -39.2% | +52.59% | +32.02% | -40.98% | weak-down | ⚠️ Standout deterioration |
| SMCI | $24.18 | 34.7 | -14.59% | -21.14% | -16.07% | -33.38% | -61.23% | strong-down | ❌ Avoid — broken, deathcrossed |
Read: MRVL and ARM are the two clearest breakdowns in the whole scan — both -39% over 30 days, nearly tripling their prior drawdown. NVDA and AVGO are relatively the steadiest names here, both still flagged thesis-intact and cooling in an orderly way rather than cracking.
Memory / Storage
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| MU | $848.95 | 41.1 | -13.31% | -25.12% | +89.35% | +69.68% | -32.35% | weak-down | 🔴 Reversed from "stabilizing" |
| STX | $787.66 | 42.3 | -13.48% | -26.35% | +46.03% | +80.14% | -31.21% | weak-down | 🔴 Reversed from "stabilizing" |
| WDC | $477.22 | 39.8 | -18.09% | -36.05% | +27.6% | +77.22% | -40.34% | weak-down | 🔴 Worst of the three |
Read: The "stabilizing after last scan's declines" call from two weeks ago has reversed completely — all three names posted double-digit weekly losses and their 30-day changes flipped from flat/positive to sharply negative. Still 70%+ above VWAP across the cluster, so this is real digestion of an extreme move, not a collapse from fair value.
Cloud Hyperscalers
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| MSFT | $393.82 | 51.7 | +2.26% | +3.8% | -10.16% | -29.1% | strong-down | ❌ Avoid (below VWAP, death cross) |
| AMZN | $247.23 | 51.4 | +0.77% | +1.16% | +6.67% | -11.25% | weak-down | 📈 Accumulate — steadiest, thesis intact |
| META | $646.01 | 56.6 | -3.47% | +11.92% | -1.03% | -18.87% | up | 🔍 Watch — gave back its VWAP cross |
| GOOGL | $346.77 | 42.5 | -2.91% | -5.78% | +16.69% | -15.13% | weak-down | 🔍 Watch — cooling |
| TSLA | $380.84 | 42.5 | -6.6% | -4.91% | -5.59% | -23.65% | strong-down | 🔍 Watch — near VWAP |
Read: AMZN is the steadiest name in this group — RSI basically unchanged, thesis still flagged intact. META is the notable reversal: it crossed above VWAP two scans ago on a +14% week and has now given that back (-1.03% below VWAP after a -3.47% week).
AI Security
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| PANW | $358.68 | 67.4 | +10.05% | +24.64% | +111.54% | +79.66% | -2.74% | strong-up | 🟡 Re-accelerated — cooldown reversed |
| CRWD | $203.08 | 62.9 | +8.49% | +18.61% | +87.53% | +64.47% | -6.63% | 🔒 Hold — bounced back | — |
| FTNT | $161.61 | 59.9 | +2.6% | +11.66% | +95.65% | +73.5% | -5.13% | strong-up | 🔒 Hold — steady |
| ZS | $149.94 | 57.1 | +7.66% | +20.1% | +13.58% | -19.3% | -55.51% | weak-up | 🔍 Watch — bounced, still below VWAP |
Read: This is the reversal story of the scan. PANW's cooldown (RSI 80.2→58.6 two scans ago) has itself reversed — RSI is back to 67.4 and extension above VWAP climbed back to +79.66% from +65.24%. FTNT and CRWD both bounced alongside it. Security has gone from "cooling off" back to "re-extending" in two weeks.
Data / Software / SaaS
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| SNOW | $268.90 | 64.8 | +2.85% | +15.76% | +30.51% | -5.65% | strong-up | 🔒 Hold, steady |
| VEEV | $195.38 | 65.3 | +2.77% | +27.45% | -5.39% | -37.08% | weak-up | 🔍 Watch — strong month, still death-crossed |
| PATH | $12.15 | 64.8 | +4.02% | +18.31% | -3.57% | -38.76% | weak-up | 🔍 Watch |
| NET | $277.66 | 65.2 | +3.45% | +23.92% | +33.46% | -4.58% | strong-up | 🔒 Hold — near 52-week high, thesis intact |
| DDOG | $258.69 | 57.7 | +0.45% | +16.0% | +63.75% | -7.18% | strong-up | 🔒 Hold, thesis intact |
| WDAY | $144.78 | 60.4 | +4.2% | +23.82% | -14.32% | -42.05% | weak-up | ❌ Avoid — bounced, still death-crossed |
| ADBE | $237.25 | 61.1 | +6.09% | +21.57% | -16.78% | -36.93% | weak-up | ❌ Avoid — real bounce, still below VWAP |
| ANET | $168.61 | 49.3 | -9.81% | -0.62% | +18.03% | -11.17% | strong-up | 🔍 Watch — cooled hard from "near high" |
| PLTR | $132.38 | 52.9 | +4.41% | +3.04% | -16.23% | -36.21% | strong-down | ❌ Avoid — bounced, still below VWAP |
| CRM | $170.77 | 53.9 | +4.56% | +12.51% | -17.07% | -37.68% | strong-down | ❌ Avoid — bounced, still death-crossed |
| CSCO | $111.94 | 44.7 | -7.72% | -6.0% | +32.55% | -14.14% | weak-down | 🔍 Watch — cooled hard |
| EQIX | $1,020.00 | 42.3 | -2.97% | -6.61% | +14.37% | -9.63% | weak-down | 🔍 Watch — reversed its bounce |
| DLR | $173.88 | 38.9 | -3.62% | -7.58% | +0.43% | -16.46% | weak-down | 🔍 Watch — reversed its bounce |
| MDB | $312.33 | 40.9 | -8.7% | -6.14% | -0.49% | -29.77% | strong-down | 🔍 Watch |
| NOW | $103.24 | 48.3 | -4.15% | +8.63% | -15.47% | -50.88% | strong-down | ❌ Avoid |
| AI | $8.82 | 39.7 | -1.45% | -14.37% | -37.27% | -70.71% | strong-down | ❌ Avoid — deepening collapse |
Read: A broad legacy-SaaS bounce this period — CRM, ADBE, WDAY, and PLTR all posted positive 7-day and 30-day changes despite remaining death-crossed and below VWAP, so the structural "avoid" read hasn't changed even as the tape improved. EQIX, DLR, ANET, and CSCO all gave back the bounce flagged two scans ago. AI (C3.ai) is the one name still deepening its collapse (-14.37% 30D).
AI Power / Energy
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| BE | $214.96 | 39.0 | -12.12% | -34.64% | -1.52% | +47.11% | -38.81% | weak-down | 🔴 Deepened sharply |
| NEE | $88.80 | 54.2 | +0.95% | +2.36% | -2.78% | +6.44% | -10.08% | strong-up | 🔍 Watch |
| SEDG | $53.47 | 47.3 | -3.1% | -7.89% | +34.28% | +34.44% | -34.19% | weak-down | ⚠️ Still extended |
| VST | $155.44 | 48.5 | -2.15% | -4.94% | -2.47% | -9.65% | -29.29% | weak-up | 🔍 Watch (basing) |
| FSLR | $211.99 | 34.6 | -6.95% | -17.74% | +10.13% | -7.01% | -33.95% | down | 🔍 Watch, weak structure |
| ENPH | $41.57 | 39.3 | -7.27% | -20.49% | +22.7% | +4.29% | -43.63% | weak-down | 🔍 Watch |
| RUN | $11.85 | 39.8 | -4.97% | -12.35% | — | -22.7% | -47.19% | strong-down | ❌ Avoid |
| CEG | $252.39 | 46.3 | +0.4% | -7.91% | -12.09% | -18.18% | -38.84% | strong-down | ❌ Avoid — still collapsed |
| EOSE | $4.13 | 30.1 | -6.14% | -46.01% | -42.32% | -57.9% | -79.2% | strong-down | ❌ Avoid — near capitulation |
| OKLO | $41.11 | 29.0 | -15.84% | -32.79% | -39.66% | -53.64% | -78.79% | strong-down | ❌ Avoid — at capitulation line |
| SMR | $7.72 | 32.4 | -14.6% | -34.24% | -39.64% | -62.1% | -86.56% | strong-down | ❌ Avoid — worst name in the scan |
Read: This is the deepest damage in the whole scan. BE's 30-day drawdown went from -1.72% to -34.64% — a genuinely new leg down. EOSE and OKLO are both now at or near capitulation (RSI 30.1 and 29.0), and SMR remains the single most destroyed name in the entire universe at -86.56% off its high, even worse than two scans ago.
AI Healthcare
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| ISRG | $345.42 | 30.2 | -15.08% | -15.08% | -25.81% | -27.25% | strong-down | 🔴 -14.15% single-day crash on 3.89x volume — thesis flag says "intact," worth a fresh look |
| TEM | $52.47 | 45.3 | -9.89% | +3.21% | -7.59% | -20.09% | weak-up | 🟡 Momentum faded further |
Read: ISRG is the single biggest event in this scan — a -14.15% one-day move on 3.89x average volume, RSI now sitting right at the capitulation line. The system's thesis flag still says "intact," which is a real tape-vs-flag disagreement given the size of the move.
Quantum / Speculative AI
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| IONQ | $34.78 | 25.7 | -18.85% | -38.5% | -28.02% | -31.02% | -58.91% | down | ⚠️ Near capitulation, worst in bucket |
| QBTS | $16.73 | 31.1 | -16.72% | -32.24% | -22.76% | -31.55% | -64.21% | strong-down | ❌ Avoid, deteriorating |
| RGTI | $14.11 | 31.6 | -14.69% | -33.94% | -28.16% | -47.28% | -75.74% | strong-down | ❌ Avoid, deteriorating |
| BBAI | $2.84 | 26.1 | -13.15% | -27.55% | -26.04% | -52.14% | -69.76% | strong-down | ❌ Avoid, near capitulation |
| SOUN | $6.27 | 38.9 | -5.57% | -11.94% | -24.64% | -47.91% | -71.72% | strong-down | ❌ Avoid |
Read: The whole bucket deteriorated further this period — every one of the five names is worse on 7D, 30D, and vs-VWAP than two scans ago. IONQ and BBAI are both now under RSI 27, the closest names in the scan to outright capitulation.
Telecom / Connectivity
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| TMUS | $192.43 | 60.1 | +2.57% | +5.92% | -6.37% | -26.43% | weak-up | 🔍 Watch, improving |
| T | $21.81 | 49.5 | +3.22% | +0.41% | -12.06% | -26.79% | strong-down | 🟡 Continued recovery out of falling-knife territory |
| VZ | $43.59 | 49.7 | +3.49% | -2.29% | +2.48% | -15.65% | weak-down | 🟡 Continued recovery |
| BCE | $21.84 | 44.4 | +2.15% | -6.19% | -6.94% | -17.65% | strong-down | 🟡 Continued recovery |
| TAC | $13.26 | 42.7 | -6.75% | -3.49% | -2.88% | -25.84% | strong-down | 🔍 Watch — weakened this period |
| SKM | $30.62 | 36.4 | -7.85% | -15.44% | -2.96% | -35.1% | weak-down | 🔍 Watch — reversed, weakened |
Read: T, VZ, and BCE all continued the recovery flagged two scans ago, moving further out of falling-knife territory into the mid-40s/high-40s RSI range, though most remain in confirmed downtrends. TAC and SKM went the other direction, both weakening this period.
AI ETFs
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | Trend | Signal |
|---|---|---|---|---|---|---|---|
| SMH | $556.53 | 41.2 | -8.92% | -15.66% | +30.97% | weak-down | 🔴 Cracked hard alongside the broad market pulse |
| ROBO | $77.89 | 37.6 | -6.11% | -9.43% | +3.03% | weak-down | 🔍 Watch — cooling |
| AIQ | $58.70 | 38.5 | -7.47% | -12.13% | +9.4% | weak-down | 🔍 Watch — cooling |
| BOTZ | $34.40 | 34.7 | -6.8% | -10.3% | -6.02% | down | 🔍 Watch — weakest of the four |
Read: The whole AI ETF bucket weakened broadly this period, consistent with the semis/software rollover across the rest of the scan — SMH's crack (RSI 51.1→41.2) is the sharpest of the four.
Tier Analysis
Capitulation (RSI < 25)
None strictly under 25, but IONQ (25.7), BBAI (26.1), and OKLO (29.0) sit right at the edge — all three are in confirmed downtrends with real structural damage, not constructive dip-buys on the tape alone.
Oversold (RSI 25-40)
IONQ (25.7), BBAI (26.1), OKLO (29.0), EOSE (30.1), ISRG (30.2), QBTS (31.1), RGTI (31.6), SMR (32.4), FSLR (34.6), SMCI (34.7), BOTZ (34.7), MRVL (35.7), SKM (36.4), INTC (36.5), ARM (38.4), QCOM (38.5), AIQ (38.5), DLR (38.9), SOUN (38.9), BE (39.0), TSM (39.4), ENPH (39.3), AI (39.7), WDC (39.8), RUN (39.8) — 25 of the scan's 66 names, the broadest oversold cohort this scan has shown. Most are in confirmed downtrends or collapse regimes; ISRG is the one name here from an acute single-day event rather than a slow grind.
Neutral-Strong (RSI 40+)
The remaining 41 names, led by PANW (67.4), VEEV (65.3), CRWD (62.9), NET (65.2), and SNOW (64.8) at the top of the range.
Parabolic / Extreme Extension (vs VWAP)
AMD (+95.55%), STX (+80.14%), PANW (+79.66%), WDC (+77.22%), FTNT (+73.5%), MU (+69.68%), CRWD (+64.47%), DDOG (+63.75%), BE (+47.11%). Still historically extended even after the cooldowns in some names — hold existing gains, do not add new money.
Entry Zones
| Stock | Entry Zone | Thesis | Status |
|---|---|---|---|
| NVDA | $195-215 | AI chip cycle intact, thesis system-flagged intact | 🔒 Hold/accumulate |
| AVGO | $360-380 | Custom ASIC thesis; near VWAP | ⏳ In zone |
| AMZN | $235-250 | AWS + AI infra; steadiest name in the cloud group, thesis intact | ⏳ In zone |
| NET, DDOG | Hold | Best risk/reward in security/edge, near 52-week highs | 🔒 Hold |
| ISRG | Watch, do not chase yet | -14.15% single-day crash, RSI 30.2 — verify the cause before treating as a dip-buy | 🔍 Watch |
| MRVL, ARM | Avoid for now | -39% 30D each — the sharpest breakdowns in the scan | ⚠️ Avoid |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| ISRG | 🔴 | 🔍 Watch | -14.15% single-day crash, 3.89x volume — verify before acting, thesis flag disagrees with tape |
| MRVL, ARM | 🔴 | ⚠️ Avoid | Both -39% over 30 days — the sharpest breakdowns this scan |
| MU, STX, WDC | 🔴 | ⚠️ Avoid | Reversed from "stabilizing" into fresh double-digit weekly losses |
| PANW, FTNT, CRWD | 🟢 | 🔒 Hold | Re-accelerated after last scan's cooldown |
| NVDA, AVGO, AMZN | 📈 | 📈 Accumulate | Near VWAP, thesis intact per system flag |
| NET, DDOG, SNOW | 🔒 | 🔒 Hold | Steady, near highs |
| CRM, ADBE, WDAY, PLTR | 🟡 | ❌ Avoid (ex-tape bounce) | Positive week but still death-crossed and below VWAP |
| EOSE, OKLO, SMR, BE | 🔴 | ❌ Avoid | AI power cluster deepened sharply; OKLO/EOSE near capitulation |
| IONQ, QBTS, RGTI, BBAI, SOUN | ❌ | ❌ Avoid | Whole quantum bucket deteriorated further; IONQ/BBAI near capitulation |
| T, VZ, BCE | 🟡 | ⏳ Watch only | Continued recovery but structure still broken |
| META | 🟡 | 🔍 Research | Gave back its VWAP cross from last scan |
What To Watch Next
- What drove ISRG's -14.15% single-day move — the thesis flag says "intact" but the tape and volume say otherwise.
- Whether MRVL/ARM's -39% 30-day drawdowns are a bottoming process or still unfolding.
- Whether PANW/FTNT/CRWD's re-acceleration is the start of a fresh leg up or a dead-cat bounce inside a longer digestion.
- Whether MU/STX/WDC's reversal from "stabilizing" to double-digit weekly losses continues or finds a floor.
- Whether OKLO and EOSE (both RSI ~29-30) capitulate outright or find support at these levels.
Sources
- Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-17 close — *.
Related
10 eventsNo direct external sources are attached to this read.