Insider Scan

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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)
NFLXE $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
ISRGE $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
NFLXE $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.
10 events

No direct external sources are attached to this read.