Insider Scan
Insider Scan
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 damaged — TSLA 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 structure — CRSP is roughly flat, still no golden-cross confirmation; ASAN cooled from an overbought-adjacent read.
Confirmed breakdown — BE'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 stabilization — NFLX, 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 structure — AMZN, 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-worthy — RBLX, 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:fullreport (run by the main session), cross-referenced against the summary for price/RSI — no discrepancies found.
Related
9 eventsNo direct external sources are attached to this read.