AI Scan

Scan

AI Scan

raw scan snapshot — prices as of scan date, not live 102 rows · screens, not recommendations

This was the broadest recovery this scan has posted in weeks: the oversold cohort shrank from 13 names to 5, PLTR posted the single sharpest reversal on the board (RSI 44.2 to 73.0, a 39.78% week), and the AI-power/energy cluster broadly recovered together — while DDOG stands out as the one name that cracked the other way, falling out of a healthy uptrend. All 67 tickers carry a fresh 2026-08-07 close (ai-scan).

FROTH READ: vs VWAP is the key signal — names far above VWAP are extended relative to their average buyer's cost basis.


Quick Snapshot

Signal Reading
Overall 🟢 Broad recovery — the oversold cohort shrank from 13 names to 5, AI-power/energy names broadly turned positive, PLTR and SOUN posted the sharpest single-name reversals
Biggest single event PLTR — RSI jumped from 44.2 to 73.0 on a +39.78% week, the sharpest reversal in the scan
Deepest ongoing damage SEDG — RSI fell to 32.9, the scan's lowest read, 30-day drawdown deepening to -39.4%
One name cracking the other way DDOG — RSI fell from 61.8 to 41.6, 7D flipped from +8.55% to -12.7%, the only clear decliner amid an otherwise broad recovery
Data caveat None — every ticker carries a fresh close

What's Going On

QCOM led the semis complex's recovery, climbing out of oversold entirely — RSI 29.3 to 47.6, its 30-day drawdown narrowing from -18.86% to -10.02% after being the scan's lowest read last cycle. NVDA extended further (RSI 48.6→64.5, 30D turning to +9.72%), AVGO climbed to 64.6, and MRVL and ARM both cleared the RSI-50 line for the first time in several cycles (41.6→52.3 and 37.5→50.3), their 30-day drawdowns narrowing sharply from -31.04% to -5.58% and -28.97% to -5.89%. SMCI and TSM both improved as well; ASML crossed above 50 (42.8→51.9). AMD lagged the rest of the complex, ticking up only modestly (45.3→46.8) while still down -6.58% on the month.

Memory and storage diverged this cycle rather than moving together. STX and MU both improved (RSI 50.0→45.8 held roughly flat for STX; MU 43.8→47.6), but WDC broke the other way — its RSI fell from 51.0 to 38.3, 7-day change worsening to -20.29% and 30-day to -21.08%, the clearest reversal of last cycle's flip-to-positive story.

The AI-power and energy cluster posted its broadest recovery of the period tracked in this scan. FSLR jumped from RSI 43.1 to 64.1, OKLO climbed from 36.5 to 54.9, SMR from 45.4 to 56.8, and CEG extended further to 54.3. EOSE, which had been the scan's deepest-damage name at RSI 33.4 with a -39.1% 30-day drawdown, recovered to RSI 47.7 with its 30-day loss narrowing to -7.98%. The one exception is NEE, which weakened further (RSI 42.3→34.7) — now the group's only clear laggard alongside VST, which also slid (42.4→39.1).

Software, security, and speculative names extended their prior reversals almost across the board. PLTR posted the single sharpest move in the entire scan — RSI 44.2 to 73.0 on a +39.78% week, its 30-day change flipping from -2.12% to +30.09%. SOUN moved almost as sharply in the quantum/speculative group (RSI 42.5→68.7, 7D +30.83%). SNOW extended into the 80s (69.8→81.0), MDB, WDAY, ZS, CRWD, and PANW all posted double-digit RSI gains, and BBAI, IONQ, RGTI, and TEM all climbed out of their oversold reads. DDOG is the clear exception — it fell out of a healthy uptrend (RSI 61.8→41.6, 7D +8.55%→-12.7%), the one name in this whole group moving against the broad recovery.


What Changed Since the 2026-07-31 Scan

  1. The oversold (RSI < 40) cohort shrank from 13 names to 5: now concentrated in SEDG, NEE, WDC, TAC, and VST.
  2. PLTR posted the single sharpest reversal in the scan: RSI 44.2→73.0, 7D +39.78%, 30D -2.12%→+30.09%.
  3. QCOM climbed out of oversold entirely: RSI 29.3→47.6, no longer the scan's lowest read.
  4. DDOG fell out of a healthy uptrend: RSI 61.8→41.6, 7D +8.55%→-12.7%, the one clear decliner amid a broad recovery.
  5. WDC reversed the other way after last cycle's flip to positive: RSI 51.0→38.3, 7D +4.82%→-20.29%, 30D -8.95%→-21.08%.
  6. MRVL and ARM both cleared RSI 50: MRVL 41.6→52.3 (30D -31.04%→-5.58%); ARM 37.5→50.3 (30D -28.97%→-5.89%).
  7. EOSE recovered sharply from last cycle's deepest-damage read: RSI 33.4→47.7, 30D -39.1%→-7.98%.
  8. SOUN posted the scan's second-sharpest reversal: RSI 42.5→68.7, 7D +30.83%.
  9. AI-power/energy broadly recovered: FSLR RSI 43.1→64.1; OKLO 36.5→54.9; SMR 45.4→56.8.
  10. NEE weakened further, now the group's clear laggard: RSI 42.3→34.7.
  11. SEDG deteriorated further, now the scan's lowest RSI: RSI 37.0→32.9, 30D -26.43%→-39.4%.
  12. The Parabolic/Extreme Extension (vs VWAP) list narrowed from eight names to seven: WDC and DDOG dropped off; INTC newly appears.
  13. SKHY's data remains too-young for a full trend classification, roughly flat this cycle (RSI 44.0→42.8).

Price Tables by Group

Semis & Foundry

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
NVDA $223.96 64.5 +11.56% +9.72% +4.19% +17.9% -7.32% strong-up 🟢 Extended further, thesis intact
AVGO $427.76 64.6 +9.88% +10.05% -0.36% +19.52% -15.5% strong-up 🟢 Extended further
SMCI $31.13 54.7 +9.61% +10.51% -11.99% -9.96% -48.42% strong-down 🟢 Improved, still death-crossed
ASML $1,740.99 51.9 +6.87% -1.44% +9.5% +30.92% -16.09% weak-down 🟢 Crossed above 50
TSM $420.04 52.0 +3.91% -3.88% +2.27% +22.68% -13.57% weak-down 🟢 Improved, drawdown narrowing
MRVL $218.72 52.3 +16.61% -5.58% +28.59% +38.66% -36.03% weak-down 🟢 Cleared RSI 50, drawdown narrowed sharply
INTC $101.65 49.9 +12.69% -7.79% -18.63% +61.77% -29.15% weak-down 🟢 Improved, drawdown narrowing
ARM $282.57 50.3 +17.89% -5.89% +32.49% +36.13% -39.35% weak-down 🟢 Cleared RSI 50, drawdown narrowed sharply
QCOM $167.86 47.6 +13.72% -10.02% -23.1% -3.78% -39.39% weak-down 🟢 Climbed out of oversold entirely
AMD $483.36 46.8 +1.51% -6.58% +6.19% +78.81% -17.56% weak-down 🟡 Lagged the group, only modest improvement

Read: QCOM's exit from oversold is the standout — it was the scan's lowest RSI last cycle and now sits mid-pack. MRVL and ARM both cleared RSI 50 with their 30-day drawdowns narrowing sharply. AMD is the one name that didn't move much.

Memory / Storage

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
MU $877.57 47.6 +6.63% -7.51% +17.53% +63.14% -28.83% weak-down 🟢 Improved further
STX $812.76 45.8 -5.07% -5.5% +3.92% +67.67% -26.84% weak-down 🟡 Roughly flat
WDC $434.30 38.3 -20.29% -21.08% -9.5% +48.87% -35.09% weak-down 🔴 Reversed the other way, worst read in the group

Read: WDC broke from last cycle's positive flip — a sharp reversal back down while MU and STX held roughly steady. The group no longer moves together.

Cloud Hyperscalers

Stock Price RSI 7D% 30D% vs VWAP 52wkHi% Trend Signal
MSFT $499.99 78.2 +7.59% +30.43% +14.73% -11.97% up 🟠 Extended further into overbought
AMZN $274.48 64.0 +1.07% +12.67% +17.42% -5.07% strong-up 🟢 Held its prior gain
GOOGL $354.30 50.5 -0.51% -2.11% +15.38% -11.3% weak-down 🟡 Cooled slightly, roughly flat
META $592.10 47.7 +6.36% -1.83% -8.18% -26.06% strong-down 🟢 Improved, still death-crossed
TSLA $328.58 41.5 +5.58% -16.62% -19.21% -35.54% strong-down 🟢 Improved off collapse-adjacent territory

Read: MSFT kept extending, now deep into overbought territory. META reversed off its prior breakdown, still death-crossed. GOOGL is the one name cooling slightly rather than joining the broader recovery.

AI Security

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
CRWD $214.42 66.8 +12.34% +12.19% +62.51% +69.66% -4.33% strong-up 🟢 Extended further
PANW $363.86 64.5 +9.65% +13.5% +75.03% +75.57% -3.8% strong-up 🟢 Extended further
ZS $168.68 68.1 +11.56% +17.51% +10.88% -6.99% -52.03% weak-up 🟢 Extended further, still death-crossed
FTNT $159.64 54.3 -1.43% +1.87% +39.95% +65.67% -4.63% strong-up 🟡 Cooled, only name in the group not extending

Read: CRWD, PANW, and ZS all extended their prior improvement; FTNT is the exception, cooling this cycle rather than joining the rest of the group.

Data / Software / SaaS

Stock Price RSI 7D% 30D% vs VWAP 52wkHi% Trend Signal
SNOW $330.49 81.0 +12.69% +26.47% +57.29% -1.91% strong-up 🟠 Extended into overbought
PATH $15.05 74.2 +17.95% +31.79% +19.61% -30.34% up 🟢 Extended further, still death-crossed
WDAY $179.64 70.4 +12.04% +30.29% +8.18% -31.71% up 🟢 Extended further, still death-crossed
MDB $398.80 69.9 +18.17% +10.96% +24.93% -15.37% strong-up 🟢 Extended further
NOW $124.88 67.2 +12.27% +15.87% +4.97% -39.8% up 🟢 Extended further
ADBE $265.21 65.9 +5.91% +20.04% -5.32% -30.08% weak-up 🟢 Extended further, still death-crossed
CRM $192.74 62.5 +4.74% +15.7% -4.95% -28.29% weak-up 🟢 Extended further, still death-crossed
NET $300.27 64.5 +7.63% +9.83% +40.91% -3.95% strong-up 🔒 Hold, steady
AI $10.22 65.9 +11.33% +15.35% -22.48% -58.15% weak-up 🟢 Extended further, still death-crossed
DLR $193.80 57.5 +2.8% +9.93% +10.97% -6.35% strong-up 🟢 Improved
ANET $188.67 58.5 +4.61% +4.21% +28.81% -8.16% strong-up 🟢 Improved
CSCO $121.43 61.6 +4.69% +6.69% +40.11% -6.8% strong-up 🟢 Improved
EQIX $1,042.62 50.1 +2.29% +2.62% +14.8% -6.42% weak-down 🟡 Roughly flat
PLTR $172.01 73.0 +39.78% +30.09% +9.51% -23.66% up 🟢 Sharpest reversal in the scan, still death-crossed
DDOG $233.93 41.6 -12.7% -10.4% +42.22% -3.26% weak-down 🔴 Fell out of a healthy uptrend, the group's one decliner

Read: Legacy SaaS kept extending its prior reversal across the board — SNOW pushed into overbought and PLTR posted the sharpest single-name move anywhere in the scan. DDOG is the clear outlier, breaking down while every peer in this group climbed.

AI Power / Energy

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
FSLR $250.05 64.1 +18.49% +11.48% +13.68% +8.56% -26.22% strong-up 🟢 Sharp recovery
SMR $9.82 56.8 +16.63% +12.1% -21.75% -47.73% -83.66% weak-up 🟢 Recovered further, still death-crossed
OKLO $48.42 54.9 +24.7% +2.41% -33.22% -45.02% -77.82% strong-down 🟢 Sharp recovery off near-capitulation
CEG $269.89 54.3 +2.72% +10.38% -10.97% -11.54% -35.76% weak-up 🟢 Extended further
ENPH $41.87 51.3 +11.53% -2.67% +14.87% +4.57% -47.18% weak-down 🟢 Improved, roughly flat on 30D
BE $219.34 47.8 +6.57% -13.74% -15.97% +39.64% -33.29% weak-down 🟢 Improved further
EOSE $4.15 47.7 +22.78% -7.98% -48.19% -56.35% -80.77% strong-down 🟢 Recovered sharply from last cycle's deepest-damage read
RUN $10.20 42.7 +3.98% -15.07% -30.18% -33.39% -53.25% strong-down 🟢 Improved further
TAC $12.43 38.7 -0.56% -14.16% -2.59% -9.04% -29.14% strong-down 🔴 Weakest read aside from SEDG, still death-crossed
VST $140.59 39.1 -5.13% -9.19% -4.69% -16.91% -36.05% strong-down 🔴 Weakened, one of the group's laggards
NEE $84.65 34.7 -2.61% -3.19% -8.41% 0.47% -13.0% down 🔴 Weakened further
SEDG $31.76 32.9 -22.91% -39.4% -23.1% -21.57% -58.28% down 🔴 Lowest RSI in the scan, 30-day drawdown deepening

Read: Most of the cluster recovered this cycle — FSLR, SMR, OKLO, and EOSE all posted sharp improvements. SEDG, NEE, VST, and TAC are the exceptions, all still weakening while the rest of the group turned positive.

AI Healthcare

Stock Price RSI 7D% 30D% 3M% vs VWAP Trend Signal
VEEV $230.47 75.6 +13.1% +22.48% +38.55% +13.15% up 🟢 Extended further
TEM $52.05 56.1 +18.65% -9.11% +4.39% -19.93% weak-up 🟢 Recovered, drawdown narrowing
ISRG $378.81 51.3 +7.21% -8.74% -15.83% -18.02% strong-down 🟢 Recovered, still death-crossed

Read: All three names in this group improved this cycle, VEEV extending further into strength while TEM and ISRG both narrowed their 30-day drawdowns.

Quantum / Speculative AI

Stock Price RSI 7D% 30D% 3M% vs VWAP 52wkHi% Trend Signal
SOUN $8.02 68.7 +30.83% +17.94% -9.68% -31.46% -71.0% weak-up 🟢 Second-sharpest reversal in the scan
IONQ $44.43 56.7 +21.93% -1.44% -9.77% -11.25% -52.82% down 🟢 Recovered further, drawdown nearly closed
RGTI $17.94 56.5 +20.0% +6.03% -5.28% -33.36% -71.14% strong-down 🟢 Recovered, 30D now positive
BBAI $3.27 54.7 +17.2% -1.21% -21.77% -43.47% -67.73% strong-down 🟢 Recovered, drawdown nearly closed
QBTS $20.76 53.0 +14.82% +0.58% -8.02% -15.73% -54.25% strong-down 🟢 Recovered, 30D now roughly flat

Read: The whole quantum/speculative cohort improved sharply this cycle. SOUN's move is the standout, the second-sharpest reversal anywhere in the scan.

Telecom / Connectivity

Stock Price RSI 7D% 30D% vs VWAP 52wkHi% Trend Signal
BCE $22.75 59.9 +4.94% +6.06% -2.7% -16.82% weak-up 🟢 Improved sharply
VZ $47.06 59.3 +0.53% +12.75% +9.81% -10.08% strong-up 🟡 Roughly flat
T $23.79 58.7 +2.32% +14.16% -3.25% -22.59% weak-up 🟡 Roughly flat
SKM $34.26 52.7 +8.31% +6.0% +7.37% -26.07% weak-down 🟢 Recovered from prior double-digit losing weeks
TMUS $177.19 46.6 +2.59% -1.64% -12.57% -33.68% strong-down 🟡 Improved slightly, still death-crossed

Read: SKM's recovery is the notable move here after two consecutive double-digit-scale negative weeks last cycle. VZ and T both held roughly flat after last cycle's cooldown out of overbought.

AI ETFs

Stock Price RSI 7D% 30D% vs VWAP Trend Signal
BOTZ $37.61 60.3 +6.79% +4.5% +2.61% up 🟢 Improved further
ROBO $84.44 58.7 +6.55% +4.23% +10.64% strong-up 🟢 Improved further
AIQ $63.35 57.1 +7.57% +1.25% +16.85% strong-up 🟢 Improved further
SMH $582.70 52.7 +7.8% -1.74% +32.11% weak-down 🟡 Improved, still weak-down trend

Read: The AI ETF bucket climbed alongside the broader semis/tech recovery elsewhere in the scan.

Too-Young Regime

Stock Price RSI 1D% 7D% 30D% 3M% 52wkHi% Regime Signal
SKHY $137.91 42.8 n/a -4.05% -17.92% -17.92% -22.47% too-young ⚠️ Roughly flat, still no full trend classification

Read: SKHY's trading history remains too short for a clean SMA/trend read — treat any signal on this name as provisional.


Tier Analysis

Capitulation (RSI < 25)

None strictly under 25.

Oversold (RSI 25-40)

SEDG (32.9), NEE (34.7), WDC (38.3), TAC (38.7), VST (39.1) — five names, down sharply from 13 last cycle. All five carry real structural damage (down/strong-down/collapse trend regime) rather than a clean dip-buy setup.

Neutral-Strong (RSI 40+)

The remaining 62 names, led by SNOW (81.0, overbought), MSFT (78.2), PATH (74.2), PLTR (73.0), and VEEV (75.6).

Parabolic / Extreme Extension (vs VWAP)

AMD (+78.81%), PANW (+75.57%), CRWD (+69.66%), STX (+67.67%), FTNT (+65.67%), MU (+63.14%), INTC (+61.77%) — seven names above +50%, down from eight last cycle (WDC and DDOG dropped off the list; INTC newly appears). Still historically extended — existing gains, not new-money entries.


Entry Zones

Stock Entry Zone Thesis Status
NVDA $195-215 AI chip cycle intact, thesis system-flagged intact, RSI extending 🔒 Hold/accumulate
QCOM Watch Climbed out of oversold entirely, verify durability 🔍 Watch
MRVL, ARM Watch Cleared RSI 50, drawdowns narrowed sharply 🔍 Watch
WDC Watch Reversed the other way after last cycle's flip to positive 🔍 Watch
PLTR Watch for exhaustion Sharpest move in the scan, far extended, verify durability before chasing 🔍 Watch
DDOG Watch Fell out of a healthy uptrend, the group's one decliner 🔍 Watch
SEDG, NEE, VST Avoid for now Deepest ongoing damage, all still deteriorating ⚠️ Avoid
MSFT Watch for exhaustion Deep into overbought territory 🔍 Watch
AI-power/energy cluster (FSLR, OKLO, SMR, EOSE) Watch Broad recovery, verify durability 🔍 Watch
SOUN Watch for exhaustion Second-sharpest reversal in the scan 🔍 Watch
SKHY Watch Still too-young for a full trend read 🔍 Watch

Action Matrix

Stock Signal Action Notes
PLTR 🟢 🔍 Watch Sharpest reversal in the scan, verify durability
DDOG 🔴 🔍 Watch Fell out of a healthy uptrend, the outlier this cycle
SEDG 🔴 ⚠️ Avoid Lowest RSI in the scan, decline accelerating
NEE, VST 🔴 ⚠️ Avoid Group's laggards, still weakening
WDC 🔴 🔍 Watch Reversed after last cycle's flip to positive
QCOM 🟢 🔍 Watch Climbed out of oversold entirely
NVDA, AVGO, MRVL, ARM, ASML, TSM, INTC 🟢 📈 Accumulate Broad semis recovery, thesis flagged intact where rated
AMD 🟡 🔍 Watch Lagged the group's recovery
MSFT 🟠 🔍 Watch Deep into overbought
AMZN, GOOGL, META, TSLA 🟢 🔍 Watch Broadly improved, GOOGL cooled slightly
SNOW, PATH, WDAY, MDB, NOW, ADBE, CRM 🟢 🔍 Watch Extended prior reversal, several still death-crossed
CRWD, PANW, ZS 🟢 🔒 Hold AI-security group extended further
FTNT 🟡 🔍 Watch Cooled, only security name not extending
FSLR, OKLO, SMR, CEG, EOSE, ENPH, BE, RUN 🟢 🔍 Watch Broad AI-power/energy recovery
VEEV, TEM, ISRG 🟢 🔍 Watch All three improved
SOUN, IONQ, RGTI, BBAI, QBTS 🟢 🔍 Watch Whole quantum/speculative cohort improved
BCE, SKM, VZ, T, TMUS 🟢 🔍 Watch Telecom broadly improved
BOTZ, ROBO, AIQ, SMH 🟢 🔒 Hold AI ETF bucket climbed with the broader tape
SKHY ⚠️ ⚠️ Watch Too-young regime, still no full trend read

What To Watch Next

  • Whether PLTR's sharp reversal (RSI 44.2→73.0, +39.78% week) is a durable re-rate or exhausts given how far it moved in one week.
  • Whether DDOG's break from a healthy uptrend (RSI 61.8→41.6) is idiosyncratic or an early signal for the rest of legacy SaaS.
  • Whether WDC's reversal back down after last cycle's positive flip means memory is diverging for real, or whether STX and MU follow.
  • Whether SEDG's continued deterioration (now the scan's lowest RSI) marks capitulation or has further to fall.
  • Whether the AI-power/energy cluster's broad recovery holds, given NEE and VST didn't join it.
  • Whether SOUN's sharp reversal is durable or another leg in an unusually volatile chart, consistent with the rest of the quantum/speculative cohort.

Sources

  • Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-07 close — ai-scan.
10 events

No direct external sources are attached to this read.