EV / Clean Energy Scan — July 31, 2026 Close

Scan

EV / Clean Energy Scan — July 31, 2026 Close

raw scan snapshot — prices as of scan date, not live 41 rows · screens, not recommendations prior scanresearch/scans/2026-07-28-ev-clean-energy.md

BE was the week's most violent single-name move — RSI climbing from 33.3 to 44.6 as price jumped from $166.84 to $205.81, flipping its 7-day change from -26.26% to +11.31% even though the 30-day change is still deeply negative at -28.91%. The broader group improved too: the oversold cohort narrowed from 15 of 22 names to 12, ALB climbed back out of true capitulation (RSI 23.7→34.3), and BYDDY, LI, and NIO all strengthened further. But RIVN and LCID both posted sharp single-day reversals lower (-9.57% and -9.11% respectively) even as their weekly reads stayed positive, and NXT deteriorated further (RSI 37.8→35.9, 30-day change -13.84%→-22.63%).

Data as-of 2026-07-31 close. All numbers from precomputed summaries/ev-clean-energy.json. Prior scan: 2026-07-28-ev-clean-energy (2026-07-28, data as-of 2026-07-28 close).

Quick Snapshot

Signal Reading
Overall 🟡 Still a weak scan, but improving — the oversold cohort narrowed from 15 to 12 names and BE staged a sharp reversal off its earnings low, though NXT and TE continued deteriorating and RIVN/LCID both saw sharp single-day pullbacks.
Key insight BE's price jumped from $166.84 to $205.81 (RSI 33.3→44.6), flipping its 7-day change from -26.26% to +11.31% — the sharpest reversal on the board — while the 30-day change is still -28.91%.

What's Going On

BE is the headline this scan. Its RSI climbed from 33.3 to 44.6 as price rose from $166.84 to $205.81, a move that flipped its 7-day change from -26.26% to +11.31%. The 30-day change, however, is still deeply negative at -28.91% — the pre-move decline is still baked into that window — and the most recent single session was roughly flat (-0.63%), meaning the sharp part of the reversal has already happened and the last print has cooled. The engine's "intact" thesis flag on BE is unchanged through both the drop and the reversal.

ALB is the other notable reversal. It sat in true capitulation last scan at RSI 23.7; this scan it recovered to 34.3, price rising from $113.16 to $117.64, though its 30-day change is essentially unchanged (-12.77%→-13.55%) and its regime read is still tagged "collapse" despite clearing the capitulation line — the RSI recovery hasn't yet been confirmed by the rest of the picture.

TE remains the deepest deterioration on the board. Its RSI ticked up slightly (26.4→30.9) but its 30-day change worsened further, from -53.27% to -54.58% — the steepest decline of any name in this watchlist for a second straight scan.

TSLA stabilized on the week — its 7-day change improved from -18.87% to -0.58% — but its 30-day change deepened further, from -25.35% to -26.83%, as an older stronger stretch rolled out of the window. It remains in the engine's "collapse" regime with no basing evidence, and still carries an "intact" thesis flag despite the deterioration.

RIVN and LCID both posted sharp single-day reversals lower — RIVN down -9.57% and LCID down -9.11% on their most recent sessions — even though their weekly reads are still positive (RIVN 7-day -3.91%, LCID 7-day +17.14%). LCID's move continues a pattern flagged in past scans: repeated single-day round-trips rather than a durable base, and this latest single-day drop fits that same profile.

NXT deteriorated further into the engine's "collapse" regime — a single-day drop of -7.25% pushed its RSI from 37.8 to 35.9 and its 30-day change from -13.84% to -22.63%.

On the more constructive side, BYDDY strengthened further (RSI 60.4→65.5, 30-day change +23.42%→+21.78%), LI continued climbing (RSI 56.3→59.2, 30-day change +11.10%→+11.45%), and NIO and XPEV both moved further out of the oversold band (NIO 40.9→49.8, XPEV 42.0→45.9).

What Changed Since 2026-07-28 (2026-07-28 close → 2026-07-31 close)

  • BE reversed sharply off its earnings-week low: RSI 33.3→44.6, price $166.84→$205.81, 7D -26.26%→+11.31%, 30D -39.33%→-28.91% (still deeply negative).
  • ALB recovered out of true capitulation: RSI 23.7→34.3, price $113.16→$117.64, 30D -12.77%→-13.55% (essentially unchanged), regime still tagged "collapse."
  • TE's deterioration continued: RSI 26.4→30.9, price $4.15→$4.17, 30D -53.27%→-54.58% — the steepest decline on the board for a second straight scan.
  • TSLA's week stabilized but the 30-day read deepened: RSI 27.4→31.9, 7D -18.87%→-0.58%, 30D -25.35%→-26.83%.
  • RIVN posted a sharp single-day reversal: single-day -9.57%, RSI 49.0→41.7, price $16.69→$15.22, 7D -6.02%→-3.91%.
  • LCID posted a sharp single-day reversal: single-day -9.11%, RSI 63.9→57.0, price $7.90→$7.38, 7D +7.92%→+17.14% (still positive on the week despite the single-day drop).
  • NXT deteriorated further: single-day -7.25%, RSI 37.8→35.9, 30D -13.84%→-22.63%.
  • BYDDY strengthened: RSI 60.4→65.5, 30D +23.42%→+21.78%.
  • LI continued climbing: RSI 56.3→59.2, 30D +11.10%→+11.45%.
  • NIO and XPEV both moved further out of the oversold band: NIO RSI 40.9→49.8, XPEV RSI 42.0→45.9.
  • Oversold breadth narrowed: 15 of 22 names last scan → 12 of 22 this scan.

How To Read The Board

Golden-cross names (RIVN, BE, PLUG, ENPH, SEDG, FSLR, LIT, SQM, DRIV, KARS, TAN, ICLN, NXT, ENS, TE) confirm a longer-term uptrend, but it lags price — BE and TE both still carry one after this scan's sharply different moves (a reversal for BE, continued deterioration for TE), which is why the trend and regime labels matter more than the cross for a near-term read. Death-cross names (TSLA, BYDDY, LI, NIO, XPEV, LCID, ALB) are the core EV-maker and lithium cohort, structurally separate from the golden-cross clean-energy/industrial names. TSLA, BYDDY, and BE all carry the engine's "intact" thesis flag even as the tape reads very differently across the three this scan. RSI below 40 (TSLA, PLUG, ENPH, SEDG, ENS, SQM, ICLN, DRIV, TAN, ALB, NXT, TE) flags oversold, not a buy — a falling-knife name in a "down" or "collapse" regime is a value trap until the trend itself turns. LCID's repeated single-day round-trips are a volatility pattern specific to this name, not a signal to chase.

Price Table

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
BYDDY $11.91 65.5 $11.16 +6.7% +7.10% +21.78% 🟡 Neutral
LI $13.63 59.2 $12.54 +8.7% +12.46% +11.45% 🟡 Neutral
LCID $7.38 57.0 $6.58 +12.2% +17.14% +11.31% 🟡 Neutral
NIO $4.88 49.8 $4.82 +1.3% +8.69% -1.81% 🟡 Neutral
XPEV $13.00 45.9 $13.13 -1.0% +5.43% -4.41% 🟡 Neutral
BE $205.81 44.6 $221.70 -7.2% +11.31% -28.91% 🟡 Neutral
KARS $29.58 43.3 $29.78 -0.7% +3.68% -6.63% 🟡 Neutral
FSLR $211.03 43.1 $214.22 -1.5% +4.05% -9.07% 🟡 Neutral
RIVN $15.22 41.7 $17.10 -11.0% -3.91% -11.41% 🟡 Neutral
LIT $69.22 41.6 $70.03 -1.2% +2.08% -11.22% 🟡 Neutral
DRIV $33.41 39.5 $34.73 -3.8% -0.12% -11.66% 🟢 Oversold
ENPH $37.54 39.4 $40.70 -7.8% +2.29% -19.85% 🟢 Oversold
ENS $186.05 39.2 $196.21 -5.2% -2.46% -15.61% 🟢 Oversold
SQM $67.06 37.9 $70.18 -4.5% -2.43% -9.65% 🟢 Oversold
ICLN $17.55 37.6 $18.45 -4.9% -1.29% -13.03% 🟢 Oversold
PLUG $2.06 37.5 $2.21 -6.7% -1.44% -21.97% 🟢 Oversold
SEDG $41.20 37.0 $49.00 -15.9% -3.29% -26.43% 🟢 Oversold
NXT $89.87 35.9 $103.76 -13.4% -10.16% -22.63% 🟢 Oversold
TAN $49.33 35.5 $53.02 -7.0% -3.80% -14.65% 🟢 Oversold
ALB $117.64 34.3 $121.54 -3.2% +2.43% -13.55% 🟢 Oversold
TSLA $311.21 31.9 $363.93 -14.5% -0.58% -26.83% 🟢 Oversold
TE $4.17 30.9 $5.95 -29.9% -16.60% -54.58% 🟢 Oversold

Tier Analysis

Capitulation (RSI<25): None — down from ALB last scan, which has since recovered above the line.

Oversold (25-40): 12 of 22 names — DRIV, ENPH, ENS, SQM, ICLN, PLUG, SEDG, NXT, TAN, ALB, TSLA, TE — down from 15 last scan as ALB, LI, NIO, and XPEV each cleared the line, though NXT's move was in the wrong direction (it entered this band deeper rather than exiting it).

Neutral/Strong (40+): 10 names — BYDDY, LI, LCID, NIO, XPEV, BE, KARS, FSLR, RIVN, LIT — up from 6 last scan. LI's steady climb (+11.45% 30D) is the more durable-looking read of the group; BE's move is the sharpest but still carries a deeply negative 30-day change.

Entry Zones

Stock Price RSI 30D% Setup
BE $205.81 44.6 -28.91% Sharpest reversal on the board this scan, off an earnings-week low — the single-day print has already cooled and the 30-day change is still deeply negative
ALB $117.64 34.3 -13.55% Recovered out of true capitulation but the 30-day read hasn't followed and the regime is still tagged "collapse"
TE $4.17 30.9 -54.58% Deepest deterioration on the board for a second straight scan; no basing evidence
TSLA $311.21 31.9 -26.83% Stabilized on the week but the 30-day change deepened further on a window-rollover basis; still a "collapse" regime
RIVN, LCID $15.22 / $7.38 41.7 / 57.0 -11.41% / +11.31% Both posted sharp single-day reversals lower even as their weekly reads stayed positive — LCID especially has a history of round-tripping single-day pops
NXT $89.87 35.9 -22.63% Deteriorated further into a "collapse" regime on a single-day -7.25% move

Action Matrix

Action Stocks Why
🔍 WATCH BE Sharpest reversal on the board; confirm the post-earnings pop holds rather than fading like the single-day print already suggests
❌ DON'T BUY TE, TSLA Both remain the board's deepest, most persistent breakdowns with no basing evidence
🔍 WATCH ALB Out of capitulation but not yet a confirmed base — 30-day read and regime tag haven't followed
🔍 WATCH RIVN, LCID Both posted sharp single-day reversals lower; LCID's round-trip pattern is repeating
❌ DON'T BUY NXT, PLUG, SEDG, ENPH, ENS, SQM, ICLN, TAN, DRIV Oversold, falling-knife profiles, no reversal evidence
🔍 WATCH LI, NIO, XPEV, BYDDY Constructive moves this scan; confirm follow-through before treating as durable

What To Watch Next

Watch Why it matters
BE's next print Confirm whether the earnings-week reversal is durable or another whipsaw — the most recent session already cooled
TE and TSLA's continued breakdown Both remain the board's weakest structures with the 30-day change still deepening
LCID and RIVN's single-day reversals Watch for a repeat of the round-trip pattern already flagged in LCID
ALB's follow-through Out of capitulation but the regime tag and 30-day read still haven't confirmed a base
Whether the oversold cohort keeps narrowing 15→12 this scan — watch whether the improvement continues or stalls

Sources

  • Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — ev-clean-energy.
10 events

No direct external sources are attached to this read.