BE's cushion above its 200-day average, which we flagged last cycle as "close to failing outright" at +4.8%, flipped negative this cycle to -5.9% — a confirmed structural breakdown, not just a bad single day, even as its regime label formally downgraded from pullback to collapse. TSLA's golden-signal read from last cycle deepened rather than resolved — RSI fell further to 27.4 (was 28.1) with the same unchanged +$205.3M insider buying, and the underlying structure (death-crossed, collapse regime, -38.4% off its 52-week high) is now worse, not better. The clearest good news: ISRG's multi-scan decline genuinely reversed — RSI climbed from 31.4 to 42.4 and its 30-day print improved from -16.01% to -10.88%, the first real turn after three straight scans of deepening. NFLX's stabilization from last cycle also extended for a second confirming print (RSI 38.2→46.3).

Data as-of the 2026-07-28 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. As flagged last cycle, the report's own RSI basis differs from the summary's precomputed RSI on several names (TSLA shows RSI 26 on the report's basis versus the summary's 27.4; MRVL, ARM, and INTC read below 30 on the report's basis but sit at 34.3, 35.9, and 33.9 respectively on the summary) — this scan uses the summary RSI throughout for the "oversold" framing and cites the report only for insider dollar flows. Prior scan: 2026-07-25-insider-scan.

Insider buying is unchanged in dollar terms for a third straight cycle: TSLA (+$205.3M), CRSP (+$28.1M), and ASAN (+$8.6M) remain the only three names with net accumulation, with no fresh Form-4 activity detected on any of them. TSLA's price kept falling — from $313.03 to $307.44, RSI dropping further from 28.1 to 27.4 (30D now -25.35%, was -16.64%; 7D -18.87%, roughly steady). The structure underneath remains fully damaged: death-crossed, strong-down trend, collapse regime, -38.4% below its 52-week high (deepened from -35.9%), thesis flag still intact. This is now the third consecutive cycle TSLA has cleared the golden-signal bar with the same unchanged buying figure — the technical criterion keeps being met, but the trend underneath it keeps getting worse, not better. CRSP cooled slightly (RSI 36.3→39.3, 30D -13.09%→-15.62%) — still no golden-cross confirmation. ASAN rallied hard — RSI 44.0→61.8, 30D +3.16%→+17.0% — no longer anywhere near oversold, a genuine continuation of its earlier bounce.

BE is this cycle's most consequential structural change. The cushion above its 200-day average, which compressed from +24.0% to +4.8% last cycle and was flagged as "close to failing outright," has now flipped negative to -5.9% — a confirmed breakdown, not a warning sign anymore. Price fell further to $166.84 (was $184.89), with another sharp single-day drop (-11.34%, on top of last cycle's -14.91%), 7D worsening to -26.26% (was -14.0%). The regime label itself downgraded from pullback to collapse this cycle — the technical read has caught up to the price action. The golden cross technically remains intact and the thesis flag stays intact, but both are lagging signals at this point; insider selling on BE (-$444.5M) is unchanged in dollar terms, meaning no fresh buying is offsetting the deterioration.

ISRG is the cycle's clearest good-news story. After three consecutive scans of decline (RSI 30.2→31.4, holding near the oversold threshold with the price still falling each cycle), it genuinely turned this cycle: RSI climbed to 42.4, price rose from $337.50 to $361.80, and the 30-day print improved from -16.01% to -10.88%. It remains collapse regime and death-crossed, so this is an early stabilization rather than a confirmed reversal, but it is the first real improvement in this name across the tracked window. NFLX extended its own stabilization for a second confirming print — RSI climbed further to 46.3 (from 38.2, and 30.5 two scans ago), 30D improved to -1.88% (was -2.44%) — this is now a genuine two-cycle trend, not a one-off bounce. UBER and GOOGL both also cooled off their oversold reads — UBER RSI 33.3→47.8, 30D -10.71%→-6.3%; GOOGL RSI 32.8→42.1, 30D -7.4%→-5.64% — both moving comfortably away from the strict-oversold zone this cycle. HIMS likewise continued recovering from its prior single-day crash — RSI 36.6→41.7, 30D -14.1%→-12.19%.

The semis-adjacent names inside this universe took another hard hit. INTC fell -5.86% this session (30D now -34.48%, RSI 33.9) and MRVL fell -7.77% (30D -37.17%, RSI 34.3) — both deepening further from already-discounted levels, no buying confirmation on either. AMD dropped -8.15% in a single session (30D -15.73%, RSI 39.4) — new technical pressure this cycle with no insider-buying flag. ARM fell -8.11% (30D -28.77%, RSI 35.9) — a second straight session of pressure in the same complex. EOSE remains the deepest technical oversold name in the tracked universe, deepening further to RSI 27.8 (30D -44.66%, -83.0% below its 200-day) — still no insider-buying confirmation. NTLA's RSI ticked up slightly to 32.8 (was 30.5) while its 30-day print deepened further to -34.44% (was -30.77%) — the price keeps falling even as the RSI reads marginally less oversold.

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 for a third straight cycle on an unchanged buying figure and a deepening chart describes a structure that keeps getting worse, 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. Note the RSI-basis gap between the insider-flow tool and the summary file (flagged in the header): several names read below 30 on the tool's own calculation while sitting well above 30 in the summary this scan relies on for its oversold framing.

Note: the insider-flow tool's own RSI basis also flags MRVL (-$69.1M) and ARM (-$66.4M) as "selling into dip" — but the summary RSI for both sits well above 30 (34.3 and 35.9 respectively); listed here for completeness, not as confirmed oversold reads.

(24 remaining tracked names — MSFT, ASML, TSM, NET, FSLY, AKAM, MDB, CRM, NOW, CRWD, ZS, FTNT, TMO, MRNA, VRTX, BNTX, CEG, SHOP, UBER, ISRG, AFRM, IBKR, UI, HIMS, RBLX, U, PINS, ZM — sit at RSI 38-70, basing/steady/mixed, no fresh insider-buy or heavy-selling flag surfaced this cycle beyond what's already in the tables above. UBER (47.8) and ISRG (42.4) both moved well clear of last cycle's oversold reads — see narrative above. Notable single-day movers among them: AMD -8.15%, ARM -8.11%, both part of the broader semis-complex selloff also visible in this cycle's ETF-universe and tech-insider-buys scans.)

Golden this cycle, deepening rather than stabilizing — TSLA has now cleared the RSI<30-plus-buying criterion for a third straight cycle, but the chart keeps deteriorating rather than basing — death-crossed, collapse regime, -38.4% off its 52-week high, deeper than last cycle.

Buying, mixed structure — CRSP cooled slightly with no golden-cross confirmation; ASAN has rallied well clear of any oversold read.

Confirmed breakdown — BE's vs-200-day cushion flipped negative this cycle after being flagged "close to failing" last scan; the regime label itself downgraded to collapse.

Genuine stabilization, now confirmed over multiple cycles — ISRG turned this cycle after three scans of decline; NFLX extended its own stabilization for a second confirming print. Both remain technically damaged (death-crossed) but the trend inside that damage is now clearly improving.

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, PLTR (improving), NFLX (improving) all pair meaningful insider selling with death-crossed/downtrend-or-collapse charts.

Frozen dollar totals, third straight cycle — nearly every buying and selling figure carried over unchanged from 07-25; this cycle's technical moves (BE, TSLA, ISRG, NFLX, AMD, ARM) are all price-driven, not fresh-filing-driven.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-28 close — insider-universe.
• Insider Form-4 net dollar flows: pre-captured insider-scan:full report (run this session), cross-referenced against the summary for price — no discrepancies found on price; RSI-basis gap noted above.