AI Scan
AI Scan
This scan is largely a give-back of the last cycle's stabilization: memory (MU, STX, WDC) round-tripped a rally into a matching decline, semis broadly cracked (ASML the sharpest single-name break), and the AI-power cluster's prior improvers (CEG, VST) reversed hard — while legacy SaaS staged the mirror-image move, with ADBE, WDAY, CRM, NOW, and PATH all reversing sharply positive. The single biggest move in the scan was telecom's SKM, which gave back its entire prior reversal week in one -12.8% day; BE posted a second consecutive double-digit single-day crash (-11.34%) on top of the prior cycle's -14.91% print. 65 of 66 tickers carry a fresh 2026-07-28 close; SOUN's read is stale (2026-07-24) and is flagged where it appears (ai-scan).
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 give-back — memory, semis, and the AI-power cluster's prior improvers all reversed lower, while legacy SaaS staged the opposite move |
| Biggest single event | SKM — -12.8% in the latest session, the largest one-day move in the scan, erasing an entire prior reversal week |
| Deepest ongoing damage | BE — second straight double-digit single-day crash (-11.34%), 30-day drawdown now -39.33% |
| Sharpest positive reversal | Legacy SaaS: WDAY (RSI 50.1→65.5), ADBE (51.5→63.5), CRM (47.5→60.8), NOW (45.8→58.0), all with 7-day changes flipping from negative to double-digit positive |
| Data caveat | SOUN's read is stale (2026-07-24); every other ticker in this scan carries a fresh 2026-07-28 close |
What's Going On
Memory and semis gave back the prior cycle's stabilization almost entirely. MU, STX, and WDC — which had each posted 8-9% weekly gains two cycles ago — reversed into 15-16% weekly losses, with all three falling 6.9-8.9% in the latest single session alone. The wider semis complex cracked in sympathy: NVDA's RSI fell from 51.0 to 43.0, AMD crashed -8.15% in a single day (RSI 39.4, 30-day change -15.73%), and ASML posted the sharpest single-name break in the group — RSI 48.3→37.1, its 7-day change flipping from +0.54% to -12.13%. MRVL and ARM, which had been described as "stabilizing off their craters" last cycle, resumed deteriorating instead: MRVL's 30-day drawdown widened from -29.79% to -37.17%, ARM's from -27.59% to -28.77%.
The AI-power cluster split the other way from two cycles ago. BE posted its second consecutive double-digit single-day crash (-11.34%, on top of the prior -14.91% print), pushing its 7-day change to -26.26%. CEG and VST — last cycle's clearest improvers — both reversed hard: CEG's 7-day change flipped from +8.7% to -0.92%, VST's from +5.11% to -8.43%. SEDG's decline deepened further (30-day drawdown -14.35%→-27.62%), while RUN and EOSE both sit near capitulation without resolving either way.
The clean counter-story is legacy SaaS. ADBE, WDAY, CRM, NOW, and PATH all reversed sharply positive this cycle — WDAY's RSI climbed from 50.1 to 65.5 as its 7-day change flipped from -6.52% to +13.12%, and CRM, NOW, and ADBE all posted similar double-digit RSI gains with 7-day changes flipping from negative to positive. AI (C3.ai) joined the move too, its 30-day change turning positive (+0.34%) for the first time after weeks of deepening collapse — though it remains death-crossed and -65.77% off its 52-week high. PLTR was the one name in this group that stayed negative on the week (7D -6.88%) even as its peers reversed.
Elsewhere, data-center REITs gave back a chunk of their own prior reversal — DLR's RSI cooled from 68.5 to 60.7, EQIX's from 61.3 to 47.9 — while telecom's T and VZ kept extending into overbought territory (RSI 72.4 and 70.6) even as SKM erased its entire reversal week in a single -12.8% session. AI security was mostly flat this cycle except for ZS, which turned positive on the week (7D +1.96%) while PANW, CRWD, and FTNT stayed roughly unchanged. ISRG posted the clearest recovery in the AI-healthcare group (RSI 31.4→42.4, 7D turning positive at +3.35%) while still carrying a death cross.
What Changed Since the 2026-07-25 Scan
- Memory/storage round-tripped hard: MU RSI 47.3→40.5 (7D +8.48%→-15.48%, 30D -12.15%→-28.34%); STX 48.0→39.8 (7D +8.13%→-16.21%, 30D -14.25%→-22.84%); WDC 45.7→39.6 (7D +8.92%→-15.48%, 30D -19.26%→-28.9%) — all three fell 6.9-8.9% in the latest session alone.
- Legacy SaaS staged a sharp positive reversal: WDAY RSI 50.1→65.5 (7D -6.52%→+13.12%); ADBE 51.5→63.5 (7D -5.12%→+9.69%); CRM 47.5→60.8 (7D -4.16%→+6.73%); NOW 45.8→58.0 (7D -4.32%→+8.39%); PATH 44.5→58.7 (7D -10.78%→+1.25%); AI 31.3→48.0 (30D flipped -12.55%→+0.34%).
- AMD crashed -8.15% in a single day: RSI 50.0→39.4, 7D -16.5%, 30D -15.73%.
- ASML posted the sharpest single-name crack in semis: RSI 48.3→37.1, 7D +0.54%→-12.13%, 30D -0.32%→-15.94%.
- MRVL and ARM resumed deteriorating after last cycle's stabilization: MRVL 30D -29.79%→-37.17% (RSI 39.0→34.3); ARM 30D -27.59%→-28.77% (RSI 38.0→35.9).
- BE crashed a second consecutive double-digit single day (-11.34%): RSI 36.2→33.3, 7D -13.99%→-26.26%.
- CEG and VST reversed from improving to declining: CEG RSI 60.4→48.6 (7D +8.7%→-0.92%); VST 54.8→40.7 (7D +5.11%→-8.43%).
- Data-center REITs gave back a chunk of their prior reversal: DLR RSI 68.5→60.7 (7D +14.49%→+7.74%); EQIX 61.3→47.9 (7D +6.3%→+0.68%).
- SKM erased its entire reversal week in a single -12.8% day: RSI 58.4→40.5, 7D +16.49%→-3.82%. T and VZ both kept extending: T RSI 69.3→72.4 (now overbought); VZ 64.3→70.6.
- Cloud hyperscalers were mixed: MSFT recovered (RSI 44.5→51.5) and GOOGL climbed out of oversold-adjacent territory (32.8→42.1), while TSLA deepened its own breakdown (28.1→27.4, 30D -16.64%→-25.35%).
- ZS bucked the AI-security group: RSI 49.8→58.1 (7D -5.08%→+1.96%) while PANW, CRWD, and FTNT stayed roughly flat.
- ISRG stabilized further: RSI 31.4→42.4, 7D -2.29%→+3.35%, 30D -16.01%→-10.88%.
- SMCI's monster reversal cooled: RSI 52.4→48.3, 7D decelerating from +24.48% to +11.57%, though the 30-day figure flipped from -7.24% to +1.07%.
Price Tables by Group
Semis & Foundry
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| NVDA | $197.01 | 43.0 | -4.96% | +1.05% | -5.74% | +4.12% | -16.71% | weak-down | 🟡 Cracked from 51.0, thesis flagged intact |
| AMD | $454.62 | 39.4 | -16.5% | -15.73% | +34.86% | +74.07% | -22.25% | weak-down | 🔴 -8.15% single-day crash |
| AVGO | $380.91 | 47.5 | -1.45% | +2.27% | -5.9% | +7.08% | -23.05% | weak-down | 🟢 Roughly flat, thesis intact |
| SMCI | $28.45 | 48.3 | +11.57% | +1.07% | +8.09% | -19.78% | -54.38% | strong-down | 🟡 Reversal cooling, still death-crossed |
| TSM | $392.31 | 39.0 | -7.61% | -13.8% | -0.15% | +15.94% | -18.1% | weak-down | 🔍 Drawdown deepened again |
| ASML | $1,582.95 | 37.1 | -12.13% | -15.94% | +13.55% | +21.16% | -20.85% | weak-down | 🔴 Sharpest single-name crack in the group |
| MRVL | $174.47 | 34.3 | -16.1% | -37.17% | +11.46% | +12.68% | -47.11% | weak-down | ⚠️ Resumed deteriorating after prior stabilization |
| ARM | $244.74 | 35.9 | -15.53% | -28.77% | +21.34% | +19.81% | -45.94% | weak-down | ⚠️ Resumed deteriorating after prior stabilization |
| QCOM | $162.88 | 36.5 | -6.12% | -13.69% | +4.79% | -6.67% | -37.33% | down | 🔍 Roughly flat, still weak |
| INTC | $86.30 | 33.9 | -18.16% | -34.48% | -8.92% | +41.1% | -39.37% | weak-down | 🔴 Decline accelerated further |
Read: The whole complex reversed the prior cycle's stabilization. ASML's -12.13% weekly change is the sharpest single-name crack, while MRVL and ARM — described as "stabilizing" last cycle — both resumed deteriorating, with MRVL's 30-day drawdown now the deepest in the group.
Memory / Storage
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| MU | $820.53 | 40.5 | -15.48% | -28.34% | +58.29% | +57.84% | -34.62% | weak-down | 🔴 Round-tripped the week's rally, -8.85% single day |
| STX | $747.30 | 39.8 | -16.21% | -22.84% | +16.25% | +63.27% | -34.73% | weak-down | 🔴 Same round-trip, -8.53% single day |
| WDC | $463.51 | 39.6 | -15.48% | -28.9% | +12.33% | +66.79% | -42.05% | weak-down | 🔴 Same pattern, still worst of the three, -6.91% single day |
Read: All three round-tripped a rally that had posted 8-9% weekly gains two cycles ago into 15-16% weekly losses, with single-day drops of 6.9-8.9% behind the move — a real reversal, not just a pause.
Cloud Hyperscalers
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| AMZN | $230.86 | 36.3 | -6.74% | -3.86% | -0.47% | -17.12% | down | 🔍 Still the weakest, decline continuing |
| MSFT | $393.35 | 51.5 | -1.11% | +6.72% | -9.81% | -29.18% | strong-down | 🟢 Recovered from 44.5, still death-crossed |
| GOOGL | $333.71 | 42.1 | -3.87% | -5.64% | +10.34% | -18.33% | weak-down | 🟢 Climbed out of oversold-adjacent territory |
| META | $593.41 | 43.0 | -7.83% | +5.48% | -8.86% | -25.47% | strong-down | 🟡 Roughly flat, still death-crossed |
| TSLA | $307.44 | 27.4 | -18.87% | -25.35% | -24.19% | -38.37% | strong-down | 🔴 Standout breakdown deepened further |
Read: MSFT and GOOGL both recovered meaningfully while TSLA's breakdown deepened further — RSI now capitulation-adjacent at 27.4, its 30-day drawdown widening to -25.35%.
AI Security
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| PANW | $319.00 | 48.6 | -6.77% | -3.92% | +75.72% | +57.68% | -13.5% | strong-up | 🟡 Roughly flat off the reversal |
| CRWD | $181.80 | 46.7 | -4.89% | -2.12% | +60.74% | +45.78% | -16.41% | strong-up | 🟡 Roughly flat |
| FTNT | $149.98 | 46.2 | -5.14% | -3.5% | +74.17% | +59.1% | -11.96% | strong-up | 🟡 Roughly flat |
| ZS | $151.63 | 58.1 | +1.96% | +10.2% | +12.54% | -17.48% | -55.0% | weak-up | 🟢 Bucked the group, turned positive on the week |
Read: ZS was the one name that turned positive this cycle; PANW, CRWD, and FTNT all stayed roughly where they were.
Data / Software / SaaS
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| SNOW | $270.36 | 61.1 | -0.5% | +7.43% | +30.61% | -5.13% | strong-up | 🔒 Hold, steady |
| DDOG | $250.88 | 52.3 | -1.53% | +0.93% | +56.88% | -9.98% | strong-up | 🔒 Hold, decelerated from a hot month |
| DLR | $193.18 | 60.7 | +7.74% | +1.36% | +11.06% | -7.19% | strong-up | 🟡 Gave back a chunk of its reversal |
| EQIX | $1,034.86 | 47.9 | +0.68% | -4.64% | +15.2% | -8.31% | weak-down | 🔍 Gave back most of its reversal |
| ANET | $169.71 | 48.6 | -2.79% | +3.42% | +17.81% | -10.59% | strong-up | 🟡 Cooled from its improvement |
| CSCO | $115.58 | 52.4 | +3.03% | -1.43% | +35.31% | -11.34% | weak-down | 🟢 Improved further |
| ADBE | $249.18 | 63.5 | +9.69% | +20.71% | -11.78% | -33.76% | weak-up | 🟢 Sharp reversal, still death-crossed |
| WDAY | $159.69 | 65.5 | +13.12% | +29.22% | -4.5% | -36.09% | weak-up | 🟢 Sharpest reversal in the group, still death-crossed |
| CRM | $181.50 | 60.8 | +6.73% | +14.92% | -11.01% | -33.76% | weak-up | 🟢 Sharp reversal, still death-crossed |
| NOW | $110.62 | 58.0 | +8.39% | +10.65% | -7.71% | -45.01% | weak-up | 🟢 Sharp reversal, still death-crossed |
| PLTR | $123.53 | 44.5 | -6.88% | +6.77% | -21.62% | -40.47% | strong-down | 🔍 Still negative on the week despite peers reversing |
| PATH | $12.19 | 58.7 | +1.25% | +14.14% | -2.68% | -38.56% | weak-up | 🟢 Reversed off last cycle's sharpest decline |
| MDB | $310.62 | 43.6 | +0.97% | -8.15% | -1.78% | -30.15% | down | 🔍 Watch |
| AI | $8.90 | 48.0 | +3.61% | +0.34% | -33.99% | -65.77% | strong-down | 🟢 First positive 30-day reading in weeks, still death-crossed |
Read: A broad legacy-SaaS reversal this cycle — ADBE, WDAY, CRM, NOW, and PATH all turned sharply positive on the week, WDAY the sharpest single reversal. PLTR was the exception, staying negative on the week even as its peers turned. DLR and EQIX, last cycle's biggest reversals, both gave back a meaningful chunk of that move.
AI Power / Energy
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| BE | $166.84 | 33.3 | -26.26% | -39.33% | -42.06% | +10.33% | -52.51% | down | 🔴 Second straight double-digit single-day crash (-11.34%) |
| CEG | $259.82 | 48.6 | -0.92% | +0.19% | -12.38% | -15.42% | -37.04% | strong-down | 🔴 Reversed from improving to declining |
| VST | $148.64 | 40.7 | -8.43% | -8.46% | -3.21% | -13.13% | -32.38% | strong-down | 🔴 Reversed from improving to declining |
| SMR | $8.22 | 41.6 | -5.63% | -19.88% | -27.39% | -57.95% | -85.68% | strong-down | 🟡 Roughly flat |
| OKLO | $39.58 | 32.9 | -10.31% | -24.98% | -39.09% | -55.4% | -79.58% | strong-down | 🔍 Roughly flat, still weak |
| NEE | $89.28 | 54.6 | +1.54% | +0.7% | -4.5% | +6.42% | -9.59% | strong-up | 🔍 Steady |
| FSLR | $202.59 | 33.8 | -1.68% | -12.98% | +6.29% | -11.44% | -36.88% | down | 🔍 Ticked up slightly |
| ENPH | $36.32 | 34.0 | -9.06% | -24.87% | +16.45% | -9.0% | -50.75% | down | 🔍 Ticked up slightly |
| SEDG | $40.07 | 33.1 | -20.29% | -27.62% | -3.63% | -0.52% | -50.68% | down | 🔴 Decline deepened further |
| RUN | $9.63 | 26.4 | -15.82% | -28.56% | -19.28% | -37.39% | -57.09% | strong-down | ❌ Near capitulation, still deteriorating |
| EOSE | $3.37 | 27.8 | -20.52% | -44.66% | -46.85% | -65.33% | -83.03% | strong-down | ❌ Near capitulation, still deepening |
Read: This cluster reversed direction from last cycle — CEG and VST, the prior improvers, both flipped back to declining, while BE posted a second consecutive double-digit single-day crash. FSLR and ENPH ticked up marginally; RUN and EOSE remain near capitulation without resolving.
AI Healthcare
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| ISRG | $361.80 | 42.4 | +3.35% | -10.88% | -20.28% | -22.47% | strong-down | 🟡 Clearest recovery in the group, still death-crossed |
| TEM | $42.90 | 33.4 | -12.41% | -26.43% | -14.23% | -34.3% | strong-down | 🔴 Still weak, decline less steep than last cycle |
| VEEV | $201.20 | 63.1 | +6.32% | +14.18% | +27.16% | -1.7% | weak-up | 🟢 Turned positive on the week |
Read: ISRG is the clearest recovery here — its 7-day change turned positive and its 30-day drawdown improved meaningfully — though it stays death-crossed. TEM remains weak, though its decline slowed versus last cycle.
Quantum / Speculative AI
| Stock | Price | RSI | 7D% | 30D% | 3M% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|---|
| RGTI | $14.52 | 39.8 | -4.97% | -25.31% | -9.7% | -45.93% | -75.03% | strong-down | 🟢 Improved despite a -7.16% single day |
| QBTS | $17.64 | 42.4 | -0.9% | -25.98% | -3.45% | -28.16% | -62.28% | strong-down | 🟢 Improved despite a -9.58% single day |
| SOUN | $6.16 | 38.8 | -1.75% | -2.84% | -24.79% | -48.29% | -71.94% | strong-down | ⚠️ Stale read (2026-07-24) — no clean cycle comparison |
| BBAI | $2.76 | 30.0 | -6.12% | -23.33% | -27.75% | -52.79% | -70.61% | strong-down | 🔍 Near capitulation, roughly flat |
| IONQ | $33.88 | 32.7 | -4.59% | -37.12% | -19.54% | -32.54% | -59.97% | down | 🔍 Climbed out of capitulation-adjacent territory |
Read: RGTI and QBTS both improved on RSI despite sharp single-day drops (-7.16% and -9.58% respectively). SOUN's data is stale and cannot be cleanly compared to the prior cycle.
Telecom / Connectivity
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | 52wkHi% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| T | $24.66 | 72.4 | +10.78% | +14.54% | 0% | -17.22% | up | 🟠 Into outright overbought, still extending |
| VZ | $48.19 | 70.6 | +10.07% | +11.14% | +12.89% | -6.75% | strong-up | 🟠 Near overbought, still extending |
| TMUS | $182.39 | 48.4 | -4.39% | +4.84% | -10.65% | -30.27% | strong-down | 🟡 Still negative on the week, still death-crossed |
| BCE | $21.81 | 47.6 | +0.74% | -2.02% | -6.92% | -17.76% | strong-down | 🟢 Turned positive on the week |
| SKM | $30.73 | 40.5 | -3.82% | -4.98% | -3.36% | -34.87% | weak-down | 🔴 Gave back its entire reversal week in a single -12.8% day |
Read: T and VZ both kept extending into overbought territory, while SKM's -12.8% single-day drop — the biggest move in the whole scan — erased last cycle's +16.49% reversal week entirely.
AI ETFs
| Stock | Price | RSI | 7D% | 30D% | vs VWAP | Trend | Signal |
|---|---|---|---|---|---|---|---|
| SMH | $529.60 | 37.1 | -9.33% | -16.2% | +22.1% | weak-down | 🔴 Deepened its break |
| BOTZ | $33.98 | 34.9 | -2.61% | -7.81% | -7.24% | down | 🔍 Roughly flat |
| ROBO | $77.50 | 39.2 | -2.37% | -7.07% | +2.05% | weak-down | 🔍 Roughly flat |
| AIQ | $57.24 | 37.4 | -6.16% | -10.87% | +6.19% | weak-down | 🔍 Weakened further |
Read: The whole AI ETF bucket weakened this cycle, consistent with the semis crack elsewhere in the scan.
Tier Analysis
Capitulation (RSI < 25)
None strictly under 25. RUN (26.4), TSLA (27.4), and EOSE (27.8) sit closest to the line — all three carry real, ongoing structural damage rather than a constructive dip-buy setup.
Oversold (RSI < 40)
UNG-adjacent group: TSLA (27.4), EOSE (27.8), RUN (26.4), BBAI (30.0), IONQ (32.7), OKLO (32.9), BE (33.3), TEM (33.4), FSLR (33.8), INTC (33.9), ENPH (34.0), MRVL (34.3), BOTZ (34.9), ARM (35.9), AMZN (36.3), QCOM (36.5), TAC (36.7), ASML (37.1), SMH (37.1), AIQ (37.4), SOUN (38.8, stale), TSM (39.0), AMD (39.4), ROBO (39.2), RGTI (39.8), STX (39.8), WDC (39.6) — 27 of the scan's 66 names, broadening from the prior cycle. Most carry real structural damage (death-crossed or "collapse"/"downtrend" regime) rather than a clean dip-buy setup.
Neutral-Strong (RSI 40+)
The remaining 39 names, led by T (72.4, overbought), VZ (70.6), WDAY (65.5), ADBE (63.5), and VEEV (63.1).
Parabolic / Extreme Extension (vs VWAP)
AMD (+74.07%), WDC (+66.79%), STX (+63.27%), FTNT (+59.1%), PANW (+57.68%), MU (+57.84%), DDOG (+56.88%). Still historically extended even after this cycle's declines — existing gains, not new-money entries.
Entry Zones
| Stock | Entry Zone | Thesis | Status |
|---|---|---|---|
| NVDA | $195-215 | AI chip cycle intact, thesis system-flagged intact, in the zone at $197.01 | 🔒 Hold/accumulate |
| AVGO | $360-380 | Custom ASIC thesis; near VWAP | ⏳ In zone |
| BE | Avoid | Second straight double-digit single-day crash — verify the cause before treating as a dip-buy | ⚠️ Avoid |
| MU, STX, WDC | Avoid for now | Round-tripped last cycle's rally into a matching decline | ⚠️ Avoid |
| ASML, MRVL, ARM | Watch | Sharpest semis deterioration this cycle | 🔍 Watch |
| ADBE, WDAY, CRM, NOW, PATH | Watch | Sharp positive reversal, but still death-crossed | 🔍 Watch |
| DLR, EQIX | Watch | Gave back a chunk of last cycle's biggest reversals | 🔍 Watch |
| T, VZ | Watch for exhaustion | Both into or near overbought after a strong run | 🔍 Watch |
| SKM | Watch | Erased its entire reversal week in one day | 🔍 Watch |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| BE | 🔴 | ⚠️ Avoid | Second straight double-digit single-day crash — verify before acting |
| MU, STX, WDC | 🔴 | ⚠️ Avoid | Round-tripped last cycle's rally into a matching decline |
| ASML | 🔴 | 🔍 Watch | Sharpest single-name crack in semis |
| MRVL, ARM | 🔴 | ⚠️ Avoid | Resumed deteriorating after prior stabilization |
| AMD | 🔴 | ⚠️ Avoid | -8.15% single-day crash |
| TSLA | 🔴 | ⚠️ Avoid | Standout breakdown deepened further |
| CEG, VST | 🔴 | 🔍 Watch | Reversed from improving to declining |
| ADBE, WDAY, CRM, NOW, PATH | 🟢 | 🔍 Watch | Sharp positive reversal, still death-crossed |
| ZS | 🟢 | 🔍 Watch | Bucked the AI-security group, turned positive |
| MSFT, GOOGL | 🟢 | 🔍 Watch | Both recovered meaningfully this cycle |
| NVDA, AVGO | 📈 | 📈 Accumulate | Near VWAP, thesis flagged intact |
| ISRG | 🟡 | 🔍 Watch | Clearest recovery in AI-healthcare group |
| DLR, EQIX | 🟡 | 🔍 Watch | Gave back a chunk of last cycle's reversal |
| T, VZ | 🟠 | 🔍 Watch | Into or near overbought, still extending |
| SKM | 🔴 | 🔍 Watch | Erased entire reversal week in a single day |
| RGTI, QBTS, IONQ | 🔍 | 🔍 Watch | Improved despite sharp single-day drops |
| SOUN | ⚠️ | ⚠️ Data stale | Read from 2026-07-24, not cleanly comparable |
| RUN, EOSE | ❌ | ❌ Avoid | Near capitulation, still deteriorating |
What To Watch Next
- Whether the memory/storage round-trip (MU/STX/WDC all -15 to -16% on the week after +8-9% weeks two cycles ago) is a real reversal or a one-week dislocation.
- What drove BE's second consecutive double-digit single-day crash, and whether the AI-power cluster's reversal (CEG/VST flipping back to declining) extends.
- Whether legacy SaaS's sharp positive reversal (ADBE/WDAY/CRM/NOW/PATH) is a durable rotation into names that had been dead-crossed and struggling, or a one-week bounce.
- Whether SKM's -12.8% single-day give-back is isolated or a warning sign for T/VZ's continued push into overbought territory.
- Whether ASML's sharp single-name crack (RSI 48.3→37.1) is idiosyncratic or an early tell for the rest of the foundry/equipment group.
Sources
- Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-28 close — ai-scan.
Related
10 eventsNo direct external sources are attached to this read.