Tech Insider Buys
Tech Insider Buys
2026-07-28 Tech Insider-Buys Scan — IONQ Finally Crosses Above RSI 30 After Two Scans Stalled At The Bottom, HUBS/TEAM Extend Their Rally Hard, AMD Takes A Fresh -8.15% Single-Day Hit
IONQ moved off the floor this cycle — RSI 26.2 to 32.7, the first real change after two straight scans essentially frozen at the same depth (25.7, then 26.2) — though the 30-day print (-37.12%, was -38.73%) is still deeply negative and the regime stays collapse. HUBS and TEAM, whose thesis flags shifted favorably last cycle, both extended their rallies hard: HUBS 30D now +29.05% (was +13.4%), TEAM +26.14% (was +6.54%). The same-session software/hardware rotation flagged last cycle repeated: HUBS, TEAM, WDAY all rallied again while AMD dropped -8.15% in a single session (new this cycle) alongside continued pressure on ARM (-8.11%) and CRDO (-7.62%). TSLA still meets the golden-signal criterion (RSI 27.4, unchanged +$205.3M insider buying) — see this cycle's companion insider-scan for the full read; the structure underneath remains fully damaged and has deepened further.
Data as-of the 2026-07-28 close. Source: summaries/tech-insider-buys.json — price/technical fields only; insider dollar figures (TSLA +$205.3M, CRSP +$28.1M, ASAN +$8.6M) are cross-referenced from the pre-captured companion insider-scan:full report where the two universes overlap. Prior scan: 2026-07-25-tech-insider-buys (2026-07-24 close).
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 IONQ finally moved off its two-scan floor; HUBS/TEAM's rallies extended hard; a fresh AMD single-day drop joined the ongoing semis-complex weakness |
| IONQ's move | RSI 26.2→32.7 — the first real change after two scans stalled at essentially the same depth (25.7, 26.2) |
| Rally extending | HUBS (30D +13.4%→+29.05%), TEAM (+6.54%→+26.14%), WDAY (+14.6%→+29.22%) — all three continued their gains from last cycle |
| New single-day pressure | AMD -8.15% (fresh this cycle), plus continued hits on ARM (-8.11%) and CRDO (-7.62%) |
| Cyber cluster | PANW (RSI 48.6, was 50.5), OKTA (50.9, was 53.1), CRWD (46.7, was 47.3) — all roughly flat this cycle, holding at their post-reversal levels rather than cooling further |
| Golden-signal criterion | TSLA still meets it (RSI 27.4, +$205.3M unchanged) — full read in the companion insider-scan; structure deepened further this cycle |
| Key insight | IONQ's move off the floor is the cycle's most notable technical change — two scans of dead-flat weakness followed by a real RSI shift, even though the 30-day print hasn't confirmed a genuine turn yet |
What's Going On
IONQ's two-scan stall finally broke. After sitting at RSI 25.7, then 26.2 across the last two scans with almost no change in depth, it moved to 32.7 this cycle (price $32.84→$33.88, 1D -5.68%, 7D -4.59%) — the 30-day print improved only modestly to -37.12% (was -38.73%), and the regime stays collapse, thesis flagged intact-but-priced. This is the first genuine technical shift in this name across the tracked window, though one cycle of RSI improvement on an otherwise still-deeply-negative chart is not yet a confirmed base.
HUBS and TEAM both extended their rallies hard this cycle, continuing the moves flagged when HUBS's thesis flag shifted from broken to intact-but-priced last scan. HUBS ($238.05, RSI 61.9, was 50.1; 30D +29.05%, was +13.4%) and TEAM ($99.98, RSI 60.1, was 49.2; 30D +26.14%, was +6.54%) both roughly doubled their 30-day gains from last cycle. VEEV ($201.20, RSI 63.1, 30D +14.18%) and WDAY ($159.69, RSI 65.5, 30D +29.22%, was +14.6%) show the same continued strength in this software cluster. None of these are oversold reads — this is a strength story, not a discount one, and worth flagging precisely because it is now a two-cycle trend rather than a one-day pop.
The same-session software-up/hardware-down rotation flagged last cycle repeated. HUBS, TEAM, and WDAY all rallied again the same session that AMD ($454.62, RSI 39.4, 1D -8.15%, 30D -15.73%) took a fresh single-day hit — new pressure this cycle with no insider-buying flag. ARM ($244.74, RSI 35.9, 1D -8.11%, 30D -28.77%, was -27.59%) and CRDO ($192.28, RSI 38.6, 1D -7.62%, 30D -21.74%, was -20.76%) both took a second straight cycle of hard single-day pressure — the rollover flagged last scan continued rather than resolved. INTC ($86.30, RSI 33.9, 30D -34.48%, was -29.87%) and MRVL ($174.47, RSI 34.3, 30D -37.17%, was -29.79%) both deepened further, still no buying confirmation on either.
The cyber cluster (PANW/OKTA/CRWD) held roughly flat this cycle after fully reversing last scan's "reaccelerating" divergence: PANW (RSI 48.6, was 50.5), OKTA (50.9, was 53.1), CRWD (46.7, was 47.3) — none moved meaningfully in either direction, suggesting the reversal from two scans ago has settled into a new, lower range rather than continuing to cool. SMCI's stabilization partially faded — RSI cooled to 48.3 (was 52.4), though the 30-day print actually turned genuinely positive for the first time (+1.07%, was -7.24%) — a real underlying improvement even as the near-term RSI eased back.
TSLA continues to meet the golden-signal criterion this cycle (RSI 27.4 on the summary basis, unchanged insider buying of +$205.3M) — the full read on that, including the further-damaged structure underneath it (death-crossed, collapse regime, -38.4% off its 52-week high, deepened from -35.9%), is in this cycle's companion insider-scan. CRSP (RSI 39.3, +$28.1M unchanged buying) cooled slightly; ASAN (RSI 61.8, +$8.6M unchanged buying) has rallied well clear of any oversold read.
What Changed Since Prior Scan (2026-07-25 → 2026-07-28)
| Change | Read |
|---|---|
| IONQ moved off its two-scan floor — RSI 26.2→32.7, 30D -38.73%→-37.12% | First real technical shift after two scans stalled at essentially the same depth |
| HUBS/TEAM/WDAY all extended their rallies — HUBS 30D +13.4%→+29.05%, TEAM +6.54%→+26.14%, WDAY +14.6%→+29.22% | A genuine two-cycle rally now, not a one-session pop |
| AMD took a fresh -8.15% single-day hit | New pressure this cycle, no insider-buy confirmation |
| ARM/CRDO both took a second straight cycle of hard single-day pressure — ARM -8.11% (was -8.14%), CRDO -7.62% (was -9.87%) | The rollover flagged last scan continued rather than resolved |
| PANW/OKTA/CRWD held roughly flat after last cycle's full reversal | The cyber cluster appears to have settled into a new range rather than continuing to cool |
| SMCI's 30D turned genuinely positive — -7.24%→+1.07%, even as RSI eased 52.4→48.3 | A real underlying improvement despite the near-term cooling |
| MRVL/INTC both deepened further — MRVL 30D -29.79%→-37.17%, INTC -29.87%→-34.48% | Continued semis-complex weakness also visible in this cycle's ETF-universe and bargain-bin scans |
| TSLA's structure deepened further — off-high -35.9%→-38.4% — buying figure unchanged | See companion insider-scan for the full read |
How To Read The Board
The table labels are technical states, not trade recommendations. This cycle's clearest read is IONQ finally breaking its two-scan stall — one cycle of RSI improvement on a name still down -37% over 30 days is a change worth tracking, not a confirmed reversal. HUBS/TEAM's rally is now a genuine two-cycle trend rather than a single bounce, worth a fresh look at whether the earlier thesis-flag change (HUBS broken→intact-but-priced) is holding up on fundamentals. thesis: broken (INTU, tracked in the companion bargain-bin scan) remains a hard override a price bounce does not clear. This watchlist references "insider buys," but the JSON summary contains price/technical fields only — cross-reference the companion insider-scan report for live insider dollar flow before treating any RSI print here as a buy signal.
Price Table
Software/Hardware Breakdowns And Damaged Structure (RSI < 45)
| Stock | Price | RSI | 1D | 7D | 30D | vs SMA200 | Regime | Thesis | Note |
|---|---|---|---|---|---|---|---|---|---|
| TSLA | $307.44 | 27.4 | -0.6% | -18.9% | -25.4% | -25.6% | collapse | intact | Golden-signal criterion met — structure deepened further, see companion insider-scan |
| IONQ | $33.88 | 32.7 | -5.7% | -4.6% | -37.1% | -27.8% | collapse | intact-but-priced | First technical shift after two scans stalled at RSI ~26 |
| BE | $166.84 | 33.3 | -11.3% | -26.3% | -39.3% | -5.9% | collapse | intact | Cushion confirmed negative — see companion insider-scan |
| CRSP | $47.55 | 39.3 | +1.8% | -1.3% | -15.6% | -12.8% | downtrend | unrated | Buying present (+$28.1M unchanged), cooled slightly |
| MDB | $310.62 | 43.6 | +0.3% | +1.0% | -8.15% | -6.8% | pullback | unrated | Still death-crossed, roughly steady |
| ARM | $244.74 | 35.9 | -8.1% | -15.5% | -28.8% | +29.6% | pullback | intact-but-priced | Second straight cycle of hard single-day pressure |
| INTC | $86.30 | 33.9 | -5.9% | -18.2% | -34.5% | +30.2% | pullback | unrated | Deepened further from -29.87% |
| MRVL | $174.47 | 34.3 | -7.8% | -16.1% | -37.2% | +30.5% | pullback | unrated | Deepened further from -29.79% |
| QCOM | $162.88 | 36.5 | -4.2% | -6.1% | -13.7% | -3.0% | downtrend | unrated | Unremarkable, continued weakness |
| AMZN | $230.86 | 36.3 | -0.2% | -6.7% | -3.9% | -1.6% | pullback | intact | Unremarkable, healthy |
| TSM | $392.31 | 39.0 | -1.7% | -7.6% | -13.8% | +10.7% | pullback | unrated | Mild continued pullback |
| CRDO | $192.28 | 38.6 | -7.6% | -14.1% | -21.7% | +16.3% | pullback | unrated | Second straight cycle of a fresh single-day hit |
| GOOGL | $333.71 | 42.1 | +2.2% | -3.9% | -5.6% | +2.9% | pullback | intact | Quality pullback, cross-ref bargain-bin |
| CEG | $259.82 | 48.6 | -3.8% | -0.9% | +0.2% | -15.9% | collapse | unrated | Roughly steady, not oversold this cycle |
Mixed / Stabilizing (RSI 45-60)
| Stock | Price | RSI | 1D | 7D | 30D | vs SMA200 | Regime | Thesis | Note |
|---|---|---|---|---|---|---|---|---|---|
| PANW | $319.00 | 48.6 | +0.5% | -6.8% | -3.9% | +50.0% | pullback | unrated | Roughly flat, settled after last cycle's full reversal |
| OKTA | $136.21 | 50.9 | -0.9% | -3.9% | +3.7% | +46.4% | pullback | unrated | Roughly flat, same pattern |
| CRWD | $181.80 | 46.7 | +0.9% | -4.9% | -2.1% | +38.0% | pullback | unrated | Roughly flat, same pattern |
| SMCI | $28.45 | 48.3 | -4.6% | +11.6% | +1.1% | -14.3% | downtrend | unrated | 30D turned genuinely positive despite RSI cooling |
| TEAM | $99.98 | 60.1 | +4.3% | +10.4% | +26.1% | -8.8% | downtrend | intact | Rally extended hard, still death-crossed |
| HUBS | $238.05 | 61.9 | +6.7% | +8.9% | +29.1% | -17.7% | downtrend | intact-but-priced | Rally extended hard since last cycle's flag change |
| NOW | $110.62 | 58.0 | +4.8% | +8.4% | +10.7% | -22.0% | downtrend | unrated | Continued same-session software strength |
| ASAN | $8.19 | 61.8 | +5.7% | +10.8% | +17.0% | -13.3% | downtrend | unrated | Small insider buying (+$8.6M unchanged), well clear of oversold |
| WDAY | $159.69 | 65.5 | +8.2% | +13.1% | +29.2% | -19.2% | downtrend | unrated | Rally extended hard |
| ANET | $169.71 | 48.6 | -0.6% | -2.8% | +3.4% | +19.7% | uptrend | unrated | Steady |
| ASML | $1,582.95 | 37.1 | -4.4% | -12.1% | -15.9% | +27.9% | pullback | unrated | Same-session hardware weakness continuing |
| AVGO | $380.91 | 47.5 | -0.6% | -1.5% | +2.3% | +5.0% | pullback | intact | Steady |
| ZS | $151.63 | 58.1 | +2.9% | +2.0% | +10.2% | -21.2% | downtrend | unrated | Still death-crossed |
| ESTC | $62.10 | 56.2 | +1.4% | +3.2% | +9.0% | -9.6% | downtrend | unrated | Roughly flat |
| FTNT | $149.98 | 46.2 | -1.6% | -5.1% | -3.5% | +50.8% | pullback | unrated | Steady, extended vs 200-day |
| NVDA | $197.01 | 43.0 | +0.3% | -5.0% | +1.1% | +2.2% | pullback | intact | Steady |
| MSFT | $393.35 | 51.5 | +1.1% | -1.1% | +6.7% | -9.2% | downtrend | intact | Still death-crossed |
| VEEV | $201.20 | 63.1 | +3.5% | +6.3% | +14.2% | -2.2% | downtrend | unrated | Continuing its rally, still death-crossed |
| META | $593.41 | 43.0 | -0.1% | -7.8% | +5.5% | -6.7% | downtrend | unrated | Roughly steady, still positive 30D |
| PLTR | $123.53 | 44.5 | -6.1% | -6.9% | +6.8% | -19.7% | collapse | intact | See companion insider-scan for full read |
| DDOG | $250.88 | 52.3 | -0.4% | -1.5% | +0.9% | +51.4% | uptrend | intact | Steady, extended |
| INTU | $312.99 | 62.2 | +3.0% | +8.0% | +18.0% | -33.2% | downtrend | broken | Fourth straight bounce, thesis flag unchanged — avoid |
Strength Pockets (RSI 60+ — extended holds)
| Stock | Price | RSI | 30D | vs SMA200 | Regime | Thesis | Note |
|---|---|---|---|---|---|---|---|
| AAPL | $340.08 | 69.1 | +20.7% | +23.0% | uptrend | intact | Extended, still climbing |
| SNOW | $270.36 | 61.1 | +7.4% | +28.8% | uptrend | unrated | Strong, extended |
| NET | $264.10 | 54.2 | +8.3% | +24.3% | uptrend | intact | Strong, extended |
| CRM | $181.50 | 60.8 | +14.9% | -11.5% | downtrend | intact | Same-session rally continuing, still death-crossed |
| ADBE | $249.18 | 63.5 | +20.7% | -10.3% | downtrend | unrated | Same-session rally continuing |
Tier Analysis
Broke the two-scan floor — IONQ's RSI shift from ~26 to 32.7 is the cycle's most notable technical change, though the 30-day print remains deeply negative and no confirmed base exists yet.
Rally extending, two cycles running — HUBS, TEAM, WDAY all roughly doubled their 30-day gains from last cycle — a genuine trend now, not a single-session pop.
Fresh single-day pressure, semis/hardware complex — AMD (new this cycle), ARM and CRDO (second straight cycle) all took hard hits; MRVL and INTC both deepened further on the 30-day window.
Settled after reversal — PANW, OKTA, CRWD held roughly flat this cycle after fully reversing last scan's reacceleration story — appears to have found a new range rather than continuing to cool.
Broken thesis, bounced again — INTU, fourth straight cycle of price improvement with the flag unchanged.
Golden-signal criterion met, deepening — TSLA (see companion insider-scan for the full structural read — worse this cycle, not better).
Entry Zones
| Stock | Price | Zone | RSI | 30D | Setup |
|---|---|---|---|---|---|
| IONQ | $33.88 | Watch for a second confirming print | 32.7 | -37.1% | First technical shift after two scans stalled at the same depth |
| AMD | $454.62 | Watch for the single-day hit to resolve | 39.4 | -15.7% | Fresh -8.15% drop this cycle, part of the broader semis complex |
| ARM / CRDO | $244.74 / $192.28 | Watch for a floor | 35.9 / 38.6 | -28.8% / -21.7% | Second straight cycle of hard single-day pressure on both |
| HUBS / TEAM | $238.05 / $99.98 | Extended, don't chase | 61.9 / 60.1 | +29.1% / +26.1% | Rally now two cycles deep — confirm the thesis-flag change holds on fundamentals |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔒 HOLD | AAPL, NET, SNOW, GOOGL, CRM, MSFT, TSM, ASML, AVGO, NVDA | Intact or steady trend, no urgent action |
| 🔍 WATCH | PANW, OKTA, CRWD, VEEV, META, NOW, ESTC, ADBE, MDB, ZS, PLTR, ANET, ASAN, QCOM, DDOG, CEG, FTNT | Steady, extending, or damaged-but-intact-thesis names needing confirmation |
| ⚠️ FRESH SEMIS/HARDWARE PRESSURE | AMD, ARM, INTC, MRVL, CRDO | Hard single-day hits this cycle, some second-cycle-running |
| ⚠️ EXTENDED — DON'T CHASE | HUBS, TEAM, WDAY | Rallied hard for a second straight cycle |
| 🔍 MOVED OFF THE FLOOR, UNCONFIRMED | IONQ | First real technical shift after two scans stalled at the same depth |
| ❌ AVOID — BROKEN THESIS | INTU | Bounced again, flag unchanged |
| 🔍 GOLDEN CRITERION MET, DEEPENING | TSLA | See companion insider-scan for the full structural read |
What To Watch Next
| Watch | Why it matters |
|---|---|
| IONQ's next print | Needs a second confirming cycle to know if this is a genuine turn or a one-cycle wobble off the floor |
| Whether HUBS/TEAM/WDAY's rally holds a third cycle | Two straight cycles of extension — worth confirming the thesis-flag change (HUBS) is holding up on fundamentals, not just price |
| AMD/ARM/CRDO/MRVL/INTC's next print | The semis-adjacent complex keeps taking hits — watch whether this cluster finds a floor or the selloff spreads further |
| PANW/OKTA/CRWD's settling range | Held flat this cycle after fully reversing — confirm whether this is a genuine new base or just a pause |
| SMCI's 30D turning positive | A real underlying shift even as near-term RSI eased — worth a second confirming cycle |
| BE/CRDO's continued weakness | Both remain under pressure — see companion insider-scan for BE's confirmed cushion failure |
Sources
Related
10 eventsNo direct external sources are attached to this read.