IONQ's RSI climbed further to 41.3 from 32.7, and the 30-day print improved to -29.11% from -37.12% — the "first real change" flagged last cycle now has a second confirming print, the strongest evidence yet of a genuine technical turn rather than a one-cycle wobble. HUBS, TEAM, and WDAY — whose rallies had roughly doubled last cycle — all cooled from those extended highs this cycle (HUBS 30D +26.44%, was +29.05%; TEAM +21.45%, was +26.14%; WDAY +23.08%, was +29.22%), still positive but no longer accelerating. AMD and CRDO both recovered from last cycle's fresh single-day hits (AMD RSI 45.3, was 39.4; CRDO RSI 45.3, was 38.6), while ARM stayed essentially flat (RSI 37.5, was 35.9; 30D -28.97%, roughly unchanged) — a genuine divergence inside what had looked like one cohesive semis-adjacent selloff. TSLA's RSI moved to 31.9 this cycle (was 27.4) — on the summary data this scan relies on, that's above the strict oversold threshold for the first time in this tracked window; the full read is in this cycle's companion insider-scan.

Data as-of the 2026-07-31 close. Source: summaries/tech-insider-buys.json — price/technical fields only; insider dollar figures (TSLA +$219.9M, CRSP +$28.1M, ASAN +$8.7M) are cross-referenced from the pre-captured companion insider-scan:full report where the two universes overlap. Prior scan: 2026-07-28-tech-insider-buys (2026-07-28 close).

IONQ's turn now has a second confirming print. After breaking a two-scan floor last cycle (RSI 26.2→32.7), it climbed further this cycle to 41.3 (price $33.88→$36.44, 1D +1.87%, 7D +10.96%) — the 30-day print improved meaningfully to -29.11% from -37.12%, and the regime stays collapse, thesis flagged intact-but-priced. Two straight cycles of RSI improvement, with the 30-day discount narrowing each time, is the strongest evidence yet that this is a genuine technical turn rather than a one-cycle wobble off the floor — though the name remains deeply negative on a rolling basis and still death-crossed.

HUBS, TEAM, and WDAY all cooled from last cycle's extended rally highs. HUBS ($237.36, RSI 58.6, was 61.9; 30D +26.44%, was +29.05%) and TEAM ($101.01, RSI 58.4, was 60.1; 30D +21.45%, was +26.14%) both pulled back modestly after roughly doubling their gains over the prior cycle. WDAY ($160.34, RSI 61.9, was 65.5; 30D +23.08%, was +29.22%) shows the same pattern. VEEV ($203.78, RSI 62.1, was 63.1; 30D +10.62%, was +14.18%) and MDB ($337.48, RSI 55.5, was 43.6; 30D -6.09%, was -8.15% — a genuine improvement, not a cooldown) round out this cluster. None of these are oversold reads — this remains a strength story broadly cooling from its extremes, not a reversal.

AMD and CRDO both recovered from last cycle's fresh single-day hits, while ARM stayed essentially flat — a genuine split inside what had looked like one cohesive semis-adjacent selloff. AMD ($476.15, RSI 45.3, was 39.4; 30D -11.97%, was -15.73%) improved meaningfully after last cycle's -8.15% single-day drop. CRDO ($206.99, RSI 45.3, was 38.6; 30D -20.11%, was -21.74%; 1D +2.94%, was -7.62%) also bounced back. ARM ($239.69, RSI 37.5, was 35.9; 30D -28.97%, roughly unchanged from -28.77%) is the exception — essentially flat this cycle, neither improving nor deteriorating further. INTC ($90.20, RSI 40.0, was 33.9; 30D -28.99%, was -34.48%) and MRVL ($187.56, RSI 41.6, was 34.3; 30D -31.04%, was -37.17%) both recovered as well, still no insider-buying confirmation on any of them.

The cyber cluster (PANW/OKTA/CRWD) extended its improvement this cycle after holding roughly flat last scan: PANW (RSI 54.9, was 48.6), OKTA (56.8, was 50.9), CRWD (54.7, was 46.7) — all moved further into positive territory, suggesting the range they settled into last cycle is now trending up rather than staying flat. SMCI's modest improvement continued — RSI 49.1 (was 48.3), 30D +2.71% (was +1.07%) — a small but real underlying gain for a second straight cycle.

TSLA's RSI moved above the strict golden-signal threshold this cycle. On the summary data this scan relies on, RSI climbed to 31.9 from 27.4 — the full structural read, including the fact that its insider buying figure moved for the first time in three frozen cycles (+$205.3M→+$219.9M), is in this cycle's companion insider-scan. CRSP (RSI 41.7, was 39.3; +$28.1M unchanged buying) improved slightly; ASAN (RSI 59.9, was 61.8; +$8.7M roughly flat buying) cooled slightly from its rally but remains well clear of any oversold read.

The table labels are technical states, not trade recommendations. This cycle's clearest read is IONQ's second confirming cycle of improvement — two straight cycles of RSI gains on a name still down nearly 30% over 30 days is a genuine, if early, turn worth tracking rather than a coincidence. The AMD/CRDO recovery paired with ARM's flat print is a useful reminder that "semis-adjacent selloff" was never one uniform move — some names bounce faster than others even inside the same complex. 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.

Second confirming cycle — IONQ's RSI shift from 32.7 to 41.3 is the strongest technical change tracked here this cycle — two straight cycles of improvement on a name still down nearly 30% over 30 days.

Rally cooling, still positive — HUBS, TEAM, WDAY all pulled back from last cycle's extended highs after roughly doubling their gains — not a reversal, but no longer accelerating.

Split recovery inside one complex — AMD and CRDO both bounced back from last cycle's fresh single-day hits; ARM stayed essentially flat, a genuine divergence worth tracking separately.

Extending after holding flat — PANW, OKTA, CRWD all improved further this cycle, suggesting the range they settled into last cycle is now trending up.

Broken thesis, bounced again — INTU, fifth straight cycle of price improvement with the flag unchanged.

RSI moved above the golden-signal threshold — TSLA (see companion insider-scan for the full structural read).

Single-name deterioration inside a recovering complex — QCOM deepened further while MRVL, ASML, LRCX, AMD all recovered (see companion bargain-bin scan).

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — tech-insider-buys.
• Insider Form-4 net dollar flows (TSLA, CRSP, ASAN): pre-captured insider-scan:full report (run this session), cross-referenced against the summary for price — no discrepancies found.