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Insider Scan

raw scan snapshot — prices as of scan date, not live 70 rows · screens, not recommendations prior scanresearch/scans/2026-07-17-insider-scan.md

2026-07-25 Insider Activity Scan — TSLA Cracks Into A Golden Signal, BE Crashes -14.9% In One Session, NFLX Finally Stabilizes

TSLA meets the golden-signal criterion this cycle — RSI 28.1 on the summary basis, paired with unchanged net insider buying of +$205.3M — the first golden signal in this corpus after multiple scans of zero. That is a technical extreme paired with buying activity, not a signal that the chart is sound: TSLA is death-crossed, in collapse regime, and down -35.9% from its 52-week high, so the read is "watch for a base," not "buy." The single biggest mover this cycle is BE, which fell -14.91% in one session on top of an already-deteriorating trend (30D now -43.32%, was -34.6% last scan) — its vs-200-day cushion has compressed from +24.0% to +4.8% and is close to failing outright. The best news in the scan: NFLX has genuinely stabilized after three straight scans of deepening — RSI climbed from 30.5 to 38.2 and its 30-day print improved from -10.89% to -2.44%.

Data as-of the 2026-07-24 close. Source: the pre-captured insider Form-4 report (the desk's own tooling) cross-referenced against summaries/insider-universe.json for price/RSI/structure — every price checked matched the summary exactly, no discrepancies to flag. Note: the report's own RSI calculation differs from the summary's precomputed RSI on several names (a known basis difference between tools, including on TSLA itself — the report shows RSI 34 on its own basis versus the summary's 28.1); this scan uses the summary RSI throughout for consistency and cites the report only for insider dollar flows. Prior scan: 2026-07-17-insider-scan.


Quick Snapshot

Signal Reading
Overall 🟡 One golden signal this cycle (TSLA) after three straight scans of zero, alongside a genuine BE breakdown and a real NFLX stabilization
Golden (RSI<30 + buying) 1 — TSLA (RSI 28.1, summary basis, +$205.3M net buying, unchanged from last cycle)
Insider buying TSLA (+$205.3M), CRSP (+$28.1M), ASAN (+$8.6M) — same three names as last scan
Heaviest selling AMZN (-$9.2B), NVDA (-$3.3B), LLY (-$3.1B), PLTR (-$2.3B) — all mega-cap, mostly unchanged dollar totals from last scan
Biggest single-day move BE -14.91% in one session — 30D now -43.32%, cushion vs 200-day compressed to +4.8% from +24.0%
Best stabilization NFLX: RSI 30.5→38.2, 30D -10.89%→-2.44% — the first real improvement after three scans of deterioration
Key insight TSLA's crack into oversold-plus-buying is the cycle's headline, but the buying figure is unchanged from last scan — no fresh Form-4 activity, just price deterioration meeting an existing flag

What's Going On

Insider buying is unchanged in dollar terms from last scan: TSLA (+$205.3M), CRSP (+$28.1M), and ASAN (+$8.6M) remain the only three names with net accumulation. What changed is the technical backdrop: TSLA's price has cratered since the last cycle — from $380.84 to $313.03, RSI falling from 42.5 to 28.1 on the summary basis (30D now -16.64%, was -4.9%; 7D -17.81%). That crosses the RSI-30 threshold while the buying flag is still active, which is the literal definition of the desk's golden-signal criterion. The structure underneath it is fully damaged, though: death-crossed, strong-down trend, collapse regime, -24.5% below its 200-day, and -35.9% off its 52-week high, with the thesis flag still intact. Read this as a technical extreme worth watching for a base, not a buy signal — the golden-signal label describes the criteria that were met, not a recommendation. CRSP stayed roughly flat (RSI 36.2→36.3, 30D -11.7%→-13.09%) — still no golden-cross confirmation of the "cooling with insider buying" story from prior scans. ASAN cooled from RSI 58.1 to 44.0 (30D +11.1%→+3.16%).

BE is this cycle's most severe single-name deterioration. It fell -14.91% in a single session (7D -13.99%→-22.8% pace, 30D deepening from -34.6% to -43.32%), with its cushion above the 200-day compressing sharply from +24.0% to +4.8% — close to flipping negative outright. The golden cross technically remains intact and the thesis flag stays intact, but both are lagging signals; the price action itself is the story here. Insider selling on BE (-$444.5M) is unchanged in dollar terms, meaning the deterioration isn't being offset by any fresh buying activity either.

NFLX is the cycle's clearest good-news story. After three consecutive scans of deepening (RSI 43.7→37.5→30.5), it has genuinely stabilized: RSI climbed to 38.2, 7D flipped positive (+1.65%), and the 30-day print improved from -10.89% to -2.44%, with price up slightly from $68.95 to $70.09. Structure remains collapse/death-crossed, so this is early stabilization, not a confirmed reversal — but it is the first real improvement in this name across the tracked window. PLTR's structure also continued its slow improvement: RSI cooled from 52.9 to 41.9 while its 30-day print actually strengthened to +8.3% (was +3.04%), and its insider-selling figure shrank slightly to -$2.3B (was -$2.5B) — still damaged (death-crossed), but the trajectory is less negative than prior cycles.

The semis-adjacent names inside this universe took a hard single-day hit alongside the broader tech tape. INTC fell -7.89% in one session (30D now -29.87%, RSI 37.4) and MRVL fell -7.21% (30D -29.79%, RSI 39.0) — both cooling further from already-discounted levels, no buying confirmation on either. HIMS also crashed -14.2% in a single session (30D -14.1%, RSI 36.6, off -53.5% from its 52-week high) — new technical damage this cycle with no insider-buying flag. ISRG continues its multi-scan decline: RSI 30.2→31.4 (roughly flat), but price kept falling ($345.42→$337.50, 30D now -16.01%), still collapse regime, death-crossed, -30.3% below its 200-day, thesis flagged intact. NTLA's RSI and 30-day figures are unchanged at 30.5 and -30.77% respectively from last scan — still sitting right at the oversold threshold with no stabilization signal either way. EOSE remains the deepest technical oversold name in the tracked universe, deepening further to RSI 26.2 (30D -42.74%, -65.8% below its 200-day) — still no insider-buying confirmation.


What Changed Since Prior Scan (2026-07-17 → 2026-07-25)

Change Read
TSLA cracked into a golden signal — RSI 42.5→28.1, price $380.84→$313.03, 30D -4.9%→-16.64%; buying figure (+$205.3M) unchanged First golden signal in this corpus after three straight scans of zero — but the underlying structure is fully damaged (death cross, `collapse` regime)
BE crashed -14.91% in a single session — 30D -34.6%→-43.32%, cushion vs 200-day +24.0%→+4.8% The cycle's most severe single-name deterioration; cushion is close to failing outright
NFLX genuinely stabilized — RSI 30.5→38.2, 30D -10.89%→-2.44% First real improvement after three consecutive scans of deepening
PLTR's structure kept improving — RSI 52.9→41.9, 30D +3.04%→+8.3%, selling -$2.5B→-$2.3B Damaged structure, less negative trajectory each cycle
INTC/MRVL both took a hard single-day hit — INTC -7.89%, MRVL -7.21% (30D -29.87% / -29.79%) Semis-adjacent names caught in the same complex-wide selloff visible in this cycle's ETF-universe and tech-insider-buys scans
HIMS crashed -14.2% in one session — RSI down to 36.6, 30D -14.1% New technical damage this cycle, no insider-buying flag
Insider dollar totals mostly unchanged — TSLA/CRSP/ASAN buying and the bulk of the top-20 selling figures carried over from 07-17 Little fresh Form-4 activity detected; the technical deterioration this cycle is a price story, not a filings story

How To Read The Board

This is a price-and-structure screen cross-referenced with insider Form-4 net dollars — not a recommendation engine. "Insider buying" flags net accumulation; it says nothing about whether the chart is worth owning, and a low RSI paired with buying is only a genuine "golden" signal below RSI 30 — everything else is a data point to weigh, not a trigger. TSLA meeting that criterion this cycle describes structure that is currently damaged (death-crossed, collapse regime) with an unchanged buying figure, not a fresh conviction signal. Structure labels — intact (golden cross, uptrend/basing), damaged (death cross, 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 vs SMA200 Regime Structure Insider Net
TSLA $313.03 28.1 -17.8% -16.6% -24.5% collapse Damaged (death cross) — cracked into oversold this cycle +$205.3M (unchanged)
CRSP $46.54 36.3 -2.6% -13.1% -14.9% collapse Damaged (death cross) +$28.1M (unchanged)
ASAN $6.86 44.0 -10.8% +3.2% -27.9% downtrend Damaged (death cross), -58.2% off 52wk high +$8.6M (unchanged)

Insider Selling — Top 20 by Net Dollar Value

Symbol Price RSI 7D 30D vs SMA200 Regime Structure Insider Net
AMZN $232.11 37.2 -6.1% -0.9% -1.1% pullback Intact -$9.2B (unchanged)
NVDA $206.84 51.0 +2.0% +3.9% +7.3% pullback Intact -$3.3B (unchanged)
LLY $1,196.03 57.3 +1.4% +7.1% +18.0% uptrend Intact -$3.1B (unchanged)
PLTR $122.92 41.9 -8.1% +8.3% -20.3% collapse Damaged, structure improving each cycle -$2.3B (was -$2.5B)
AVGO $381.92 47.6 +3.0% -0.0% +5.0% pullback Intact -$1.6B (unchanged)
PANW $323.79 50.5 -9.7% +13.5% +53.0% uptrend Intact — cooled hard from RSI 67.4 last scan -$1.6B (unchanged)
NFLX $70.09 38.2 +1.7% -2.4% -24.3% collapse Damaged, but genuinely stabilizing after 3 scans -$1.4B (unchanged)
SNOW $268.06 60.7 -1.4% +18.6% +27.9% uptrend Intact -$1.3B (was -$1.2B)
COIN $158.29 46.7 +0.7% +5.4% -27.3% collapse Damaged -$891.0M (unchanged)
ABNB $141.10 46.6 -3.3% -2.3% +7.1% basing Intact -$890.5M (unchanged)
NET $262.15 53.4 -5.6% +17.3% +23.7% uptrend Intact -$774.3M (unchanged)
RBLX $47.55 40.8 -8.0% -0.8% -33.8% downtrend Damaged -$710.2M (unchanged)
DDOG $246.86 49.5 -4.6% +10.9% +49.8% pullback Intact -$708.2M (unchanged)
DOCN $123.54 42.4 +3.9% -16.9% +44.4% pullback Intact — cushion widened this cycle from +42.9% -$673.7M (unchanged)
SOFI $16.46 40.7 -4.8% -4.9% -23.8% downtrend Damaged -$517.1M (unchanged)
TWLO $191.46 42.3 -7.4% +1.7% +29.7% pullback Intact -$509.6M (unchanged)
BE $184.89 36.2 -14.0% -43.3% +4.8% pullback Cushion close to failing — see narrative above -$444.5M (unchanged)
AAPL $333.02 65.4 -0.2% +13.6% +20.8% uptrend Intact, extended -$442.1M (unchanged)
ESTC $58.68 47.4 -4.7% -0.1% -9.6% downtrend Damaged -$395.6M (unchanged)
AMD $521.95 50.0 +5.3% +0.4% +70.8% pullback Unrated, extended -$389.1M (unchanged)

Selling Into Dip (technical extreme + insider selling this cycle)

Symbol Price Insider Net RSI (summary) Note
EOSE $3.47 -$23.2M 26.2 Deepest oversold name in the tracked universe, deepened further this cycle
FSLR $202.82 -$57.9M 32.2 30D -18.34%, continued downtrend, no stabilization
ENPH $36.70 -$14.8M 32.3 30D -23.25%, continued weakness
NTLA $10.73 -$536.5K 30.5 RSI and 30D unchanged from last scan (-30.77%) — no move either direction

Deepest Technical Oversold (RSI < 37, no insider-buying confirmation)

Symbol Price RSI vs SMA200 Regime Note
EOSE $3.47 26.2 -65.8% collapse See selling-into-dip table above
NTLA $10.73 30.5 -19.9% downtrend Unchanged from last scan
ISRG $337.50 31.4 -30.3% collapse Thesis flagged intact; continued multi-scan decline despite marginal RSI improvement
FSLR $202.82 32.2 -13.6% downtrend See selling-into-dip table above
ENPH $36.70 32.3 -8.3% downtrend See selling-into-dip table above
GOOGL $319.74 32.8 -1.2% pullback Thesis flagged intact, golden cross still holds despite the RSI print
UBER $65.94 33.3 -16.8% collapse -32.4% off 52wk high, no buying confirmation
CRSP $46.54 36.3 -14.9% collapse Insider buying present but structure still deteriorating — see buying table above
BE $184.89 36.2 +4.8% pullback See selling table above — cushion close to failing
HIMS $28.09 36.6 -9.5% downtrend -14.2% single-day crash this cycle, no insider flag
MRNA $54.07 36.7 +22.5% pullback Unremarkable otherwise
UI $525.70 36.8 -22.1% collapse No insider flag surfaced this cycle

(24 remaining tracked names — MSFT, ARM, ASML, MRVL, TSM, QCOM, INTC, NET, FSLY, AKAM, MDB, CRM, NOW, CRWD, ZS, FTNT, TMO, VRTX, BNTX, CEG, SHOP, IBKR, U, PINS, ZM — sit at RSI 37-71, basing/steady/mixed, no fresh insider-buy or heavy-selling flag surfaced this cycle beyond what's already in the tables above. Notable single-day movers among them: INTC -7.89% and MRVL -7.21%, both part of the broader semis-complex selloff also visible in this cycle's ETF-universe and tech-insider-buys scans.)

Tier Analysis

Golden this cycle, structure damagedTSLA is the headline: RSI crossed below 30 while its unchanged buying figure stayed active. Read as a technical extreme to watch for a base, not a buy signal — death-crossed, collapse regime, -35.9% off its 52-week high.

Buying, mixed structureCRSP is roughly flat, still no golden-cross confirmation; ASAN cooled from an overbought-adjacent read.

Confirmed breakdownBE's -14.91% single-session crash is the scan's most severe deterioration; its cushion above the 200-day is close to failing outright.

Genuine stabilizationNFLX, after three straight scans of deepening, posted its first real improvement (RSI 30.5→38.2). PLTR's structure has also improved for multiple consecutive cycles even though it remains technically damaged.

Heavy selling, intact structureAMZN, NVDA, LLY, AVGO, PANW, SNOW, ABNB, NET, DDOG, DOCN, TWLO, AAPL, AMD all show large insider-selling dollars but sit inside intact (golden-cross) technical structure — reads as scale-driven, not a bearish tell on its own.

Heavy selling, damaged structure — verification-worthyRBLX, COIN, SOFI, ESTC, NFLX (improving), PLTR (improving) all pair meaningful insider selling with death-crossed/downtrend-or-collapse charts.

Frozen dollar totals — nearly every buying and selling figure carried over unchanged from 07-17; this cycle's technical moves (TSLA, BE, NFLX, INTC, MRVL, HIMS) are all price-driven, not fresh-filing-driven.


Entry Zones

Stock Price Zone RSI Insider Signal Setup
TSLA $313.03 Verify a base before treating as anything but a watch 28.1 +$205.3M buying (unchanged) Golden-signal criterion met technically; structure is fully damaged (death cross, `collapse`)
BE $184.89 Avoid until stabilization confirms 36.2 -$444.5M selling (unchanged) Single-session -14.9% crash; cushion above 200-day close to failing
NFLX $70.09 Watch for continued confirmation 38.2 -$1.4B selling (unchanged) First real stabilization after three scans of deepening — one cycle isn't a trend yet
EOSE $3.47 Contrarian probe only 26.2 -$23.2M selling Deepest oversold name tracked, deepened further this cycle

Action Matrix

Action Stocks Why
🔍 WATCH — GOLDEN CRITERION MET, DAMAGED STRUCTURE TSLA RSI<30 + buying met technically, but death-crossed and in `collapse` regime
⚠️ CONFIRMED BREAKDOWN BE -14.9% single-day crash, cushion close to failing outright
🔍 STABILIZING NFLX, PLTR First real improvement after multiple scans of deterioration; damaged structure still holds
🔍 WATCH (buying, mixed) CRSP, ASAN Buying present, no golden-cross confirmation
🔒 HOLD (routine selling) AMZN, NVDA, LLY, AVGO, PANW, SNOW, ABNB, NET, DDOG, DOCN, TWLO, AAPL, AMD Intact structure; selling figures unchanged, reads as scale/routine
⚠️ VERIFY BEFORE ACTING RBLX, COIN, SOFI, ESTC Damaged structure paired with net insider selling
🔍 NEW TECHNICAL DAMAGE HIMS, INTC, MRVL Single-day crashes/drops this cycle, no insider-buy confirmation

What To Watch Next

Watch Why it matters
TSLA's next print The cycle's golden-signal criterion was met technically — confirm whether the price finds a floor or the death cross deepens further
BE's cushion Down to +4.8% vs its 200-day from +24.0% last cycle — a flip negative would be the next confirmation of a genuine breakdown
NFLX's stabilization One cycle of improvement after three of deterioration — needs a second confirming print before calling it a real turn
Whether insider filings pick back up Nearly every dollar total was unchanged this cycle — worth confirming next scan whether that's a genuinely quiet window or a lagging data feed
ISRG/NTLA's next print Both continue sitting at or near the oversold threshold with no clean stabilization signal
INTC/MRVL/HIMS All took hard single-day hits this cycle with no insider-buy confirmation — watch whether the semis-complex selloff (visible across this cycle's scans) continues into these names

Sources

  • Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-24 close — insider-universe.
  • Insider Form-4 net dollar flows: pre-captured insider-scan:full report (run by the main session), cross-referenced against the summary for price/RSI — no discrepancies found.
9 events

No direct external sources are attached to this read.