Tech Insider Buys
Tech Insider Buys
2026-08-14 Tech Insider-Buys Scan — AVGO Crashes -5.94% As TEAM Extends Its Unexplained Extreme Further, ESTC And SMCI Both Explode Into Deep Overbought, OKTA Breaks From The Cyber Cluster's Uptrend
AVGO fell -5.94% in a single session — RSI collapsing to 46.5 from 64.6, the sharpest RSI move tracked anywhere in this universe this cycle — with no catalyst identified in this session's data. TEAM's already-extreme move extended further: RSI 78.9 (was 78.5), 30D reaching +76.77% (was +74.41%), still with no known driver — now a genuinely durable multi-cycle extreme rather than a single-session spike. ESTC exploded further into parabolic territory — RSI 85.1 (was 75.8), 30D +39.27% (was +25.0%) — the highest reading anywhere in this universe. SMCI accelerated sharply — RSI 71.1 (was 54.7), 30D +48.16% (was +10.51%) — breaking out of its prior pattern of modest, incremental improvement. OKTA reversed out of the cyber cluster's confirmed uptrend — RSI 55.8 (was 61.0), 30D flipping to -2.27% from +1.1% — while PANW and CRWD both cooled but held positive. ARM's 30-day print flipped positive for the first time (+0.88%, was -5.89%), closing out the recovery story flagged over the prior two cycles.
Data as-of the 2026-08-14 close. Source: tech-insider-buys — price/technical fields only; this scan does not carry independent insider dollar-flow figures for this universe this cycle (see companion insider-scan for the overlapping names' Form-4 data). Prior scan: 2026-08-08-tech-insider-buys (2026-08-07 close).
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 A genuinely mixed cycle — AVGO's fresh crash and OKTA's reversal set against TEAM/ESTC/SMCI all extending further into overbought |
| AVGO's crash | RSI 64.6→46.5 on a -5.94% single-day move; 30D flipped to -0.33% from +10.1% — sharpest RSI move tracked here this cycle |
| TEAM extends its unexplained extreme | RSI 78.5→78.9, 30D +74.41%→+76.77% — still no known catalyst, now a durable multi-cycle extreme |
| ESTC and SMCI both explode higher | ESTC RSI 75.8→85.1 (highest in this universe); SMCI RSI 54.7→71.1, 30D +10.51%→+48.16% |
| OKTA breaks from the cyber cluster | RSI 61.0→55.8, 30D +1.1%→-2.27% — reverses while PANW/CRWD both cool but stay positive |
| Golden-signal criterion (summary basis) | Still zero — no name in this universe closes below RSI 30 this cycle; full read in the companion insider-scan |
| Key insight | This cycle breaks the prior "broad extension" pattern into two clear camps: AVGO/OKTA reversing sharply lower against TEAM/ESTC/SMCI extending sharply higher — no single risk-appetite read covers the whole universe this cycle |
What's Going On
AVGO crashed -5.94% in a single session, the sharpest RSI move tracked anywhere in this universe this cycle. Price fell to $392.99, RSI collapsing to 46.5 from 64.6, with the 30-day print flipping negative to -0.33% from +10.1% (relative volume elevated). This desk has no news, capture, or event receipt from this session identifying what drove the move — the size and direction are verified against the summary data, but the cause is explicitly unknown here. Structure stays golden-crossed (intact) despite the move — full cross-reference in the companion bargain-bin scan.
TEAM's already-extreme move extended further rather than mean-reverting. ($162.22, RSI 78.9, was 78.5; 7D +8.82%, 30D +76.77%, was +74.41%) — still firmly parabolic regime, still golden-crossed, thesis flagged intact. This desk continues to have no news, capture, or event receipt identifying the driver — two straight cycles at an extreme RSI reading with no known catalyst is itself worth flagging as unusual.
ESTC and SMCI both exploded further into overbought territory, the two sharpest positive moves in this universe this cycle. ESTC ($86.68, RSI 85.1, was 75.8; 7D +15.4%, 30D +39.27%, was +25.0%) is now the highest RSI reading anywhere in this universe, firmly parabolic. SMCI ($39.84, RSI 71.1, was 54.7; 7D +27.98%, 30D +48.16%, was +10.51%) broke out of its prior pattern of modest, incremental improvement into a genuine acceleration — a fresh +1.74% single-day move on top of the larger multi-week run.
OKTA reversed out of the cyber cluster's confirmed uptrend, while PANW and CRWD both cooled but held positive. OKTA ($147.43, RSI 55.8, was 61.0; 1D -4.85%, 30D flipped to -2.27% from +1.1%) broke from the multi-cycle uptrend flagged two cycles back. PANW (RSI 65.4, was 64.5; 30D +8.54%, was +13.5%) and CRWD (RSI 61.4, was 66.8; 30D +4.92%, was +12.2%) both cooled in RSI terms but stayed in positive 30-day territory — a genuine split inside a cluster that had been moving together.
ARM's 30-day print flipped positive for the first time, closing out the recovery story flagged over the prior two cycles. RSI held roughly steady at 50.9 (was 50.3), and the 30-day print flipped to +0.88% from -5.89% — a 7D pullback of -1.11% notwithstanding, this closes the multi-cycle catch-up story with AMD (RSI 53.8, was 46.8; 30D -2.79%, was -6.58%) and CRDO (RSI 58.1, was 56.9; 30D +14.62%, was -3.4%), both of which continued improving as well.
QCOM and TSLA both continued clearing away from their respective oversold conditions. QCOM ($165.79, RSI 47.4, was 47.6) held roughly flat — full read in the companion bargain-bin scan. TSLA ($342.27, RSI 48.7, was 41.5; 30D -13.23%, was -16.62%) moved further clear of the RSI-30 line it crossed several cycles ago — full read in the companion insider-scan.
INTU carries an unchanged thesis: broken flag despite continued price gains. (RSI 63.4, 30D +23.58%, was +20.06%) — full read in the companion bargain-bin scan; this override does not clear on any bounce.
What Changed Since Prior Scan (2026-08-07 → 2026-08-14)
| Change | Read |
|---|---|
| AVGO crashed -5.94% in a single session — RSI 64.6→46.5, 30D +10.1%→-0.33% | Sharpest RSI move tracked anywhere in this universe this cycle; cause unknown |
| TEAM's extreme move extended further — RSI 78.5→78.9, 30D +74.41%→+76.77% | Still no known driver; now a durable multi-cycle extreme |
| ESTC exploded into deeper overbought — RSI 75.8→85.1, 30D +25.0%→+39.27% | Now the highest RSI reading anywhere in this universe |
| SMCI accelerated sharply — RSI 54.7→71.1, 30D +10.51%→+48.16% | Broke out of its prior pattern of modest, incremental improvement |
| OKTA reversed out of the cyber cluster's uptrend — RSI 61.0→55.8, 30D +1.1%→-2.27% | PANW/CRWD both cooled but held positive — a genuine split |
| ARM's 30-day print flipped positive for the first time — RSI 50.3→50.9, 30D -5.89%→+0.88% | Closes the multi-cycle catch-up story with AMD/CRDO |
| QCOM and TSLA both continued clearing away from oversold | See companion bargain-bin and insider-scan |
| INTU's broken-thesis flag persists — 30D +20.1%→+23.58% | See companion bargain-bin scan |
How To Read The Board
The table labels are technical states, not trade recommendations. This cycle breaks the "broad extension continues" pattern flagged in prior cycles into two distinct camps: AVGO and OKTA both reversed sharply lower, while TEAM, ESTC, and SMCI all extended sharply higher — there is no single risk-appetite read that covers the whole universe this cycle. AVGO's single-session crash and TEAM's continued extreme both share the same caveat: this desk has no corpus source identifying either driver, and a large verified move with an unknown cause is a meaningfully different situation than one grinding on identified fundamentals. thesis: broken (INTU, tracked in the companion bargain-bin scan) remains a hard override a price bounce does not clear.
Price Table
Software/Hardware — RSI Below 50
| Stock | Price | RSI | 1D | 7D | 30D | vs SMA200 | Regime | Thesis | Note |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | $305.93 | 43.8 | +0.2% | -2.3% | -6.5% | +9.3% | uptrend | intact | Reversed from flat, RSI eased |
| AVGO | $392.99 | 46.5 | -5.9% | -8.1% | -0.3% | +6.7% | pullback | intact | Fresh single-day crash, sharpest RSI move tracked here |
| GOOGL | $345.90 | 46.7 | -0.1% | -2.4% | -6.8% | +4.5% | pullback | intact | Cooled from RSI 50.5 |
| QCOM | $165.79 | 47.4 | +0.6% | -1.2% | -6.9% | -1.1% | collapse | unrated | Roughly flat — see companion bargain-bin |
| META | $589.85 | 47.7 | -0.9% | -0.4% | -13.4% | -5.9% | downtrend | unrated | RSI unchanged, 30-day print deepened sharply |
| TSLA | $342.27 | 48.7 | +0.7% | +4.2% | -13.2% | -15.7% | collapse | intact | See companion insider-scan |
Mixed / Stabilizing — RSI 50-64
| Stock | Price | RSI | 1D | 7D | 30D | vs SMA200 | Regime | Thesis | Note |
|---|---|---|---|---|---|---|---|---|---|
| DDOG | $255.46 | 50.8 | +1.3% | +9.2% | -3.4% | +48.3% | pullback | intact | Improved from RSI 41.6 |
| ARM | $279.44 | 50.9 | +0.3% | -1.1% | +0.9% | +43.3% | pullback | intact-but-priced | 30-day print flipped positive for the first time |
| BE | $229.94 | 51.1 | -2.7% | +4.8% | -3.9% | +24.6% | pullback | intact | See companion insider-scan |
| INTC | $102.50 | 51.2 | -2.0% | +0.8% | -0.5% | +46.1% | pullback | unrated | Roughly flat, continued clearing |
| HUBS | $224.14 | 51.5 | -6.8% | +6.5% | +4.1% | -18.8% | downtrend | intact-but-priced | 7D flipped positive after last cycle's divergence from TEAM |
| FTNT | $160.01 | 51.9 | -3.3% | +0.2% | -2.7% | +53.2% | uptrend | unrated | Cooled from RSI 54.3 |
| AMZN | $262.65 | 53.4 | -0.9% | -4.3% | +3.0% | +10.5% | uptrend | intact | Cooled from RSI 64.0 |
| AMD | $514.39 | 53.8 | +6.5% | +6.4% | -2.8% | +58.6% | pullback | unrated | Fresh single-day pop, improved further |
| MRVL | $222.02 | 54.0 | -0.1% | +1.5% | +7.6% | +57.0% | pullback | unrated | Continued recovering |
| TSM | $426.35 | 54.4 | -1.0% | +1.5% | +1.6% | +17.7% | pullback | unrated | Flipped positive, continued recovering |
| OKTA | $147.43 | 55.8 | -4.9% | -0.6% | -2.3% | +52.5% | uptrend | unrated | Reversed out of the cyber cluster's uptrend |
| CRSP | $53.55 | 57.6 | -0.8% | +0.1% | +4.2% | +0.6% | pullback | unrated | Flipped positive from -9.6% |
| CRDO | $259.90 | 58.1 | -2.3% | +4.0% | +14.6% | +51.9% | pullback | unrated | Continued improving alongside ARM |
| ASAN | $9.14 | 59.3 | -7.4% | -1.3% | +21.2% | +0.6% | pullback | unrated | Cooled from RSI 67.1 — see companion insider-scan |
| ADBE | $264.02 | 59.3 | -2.4% | -0.5% | +17.6% | -3.0% | downtrend | unrated | Cooled from RSI 65.9 |
| IONQ | $46.26 | 59.6 | +2.9% | +4.1% | +23.3% | +2.2% | pullback | intact-but-priced | Reversal extends much further |
| ASML | $1,844.08 | 59.8 | -0.2% | +5.9% | +1.7% | +29.5% | uptrend | unrated | Flipped positive, continued recovering |
| ANET | $198.82 | 59.9 | -2.4% | +5.4% | +15.7% | +34.1% | uptrend | unrated | Extended further |
| CRM | $196.21 | 60.7 | -2.6% | +1.8% | +17.5% | -2.6% | downtrend | intact | Roughly steady |
| CRWD | $216.95 | 61.4 | -3.8% | +1.2% | +4.9% | +58.2% | uptrend | unrated | Cooled from RSI 66.8 |
| NOW | $124.00 | 62.0 | -2.6% | -0.7% | +18.4% | +1.8% | pullback | unrated | Cooled RSI, 30-day gain extended |
| NVDA | $225.16 | 62.8 | -0.1% | +0.5% | +6.0% | +15.6% | basing | intact | Cooled from RSI 64.5 |
| CEG | $282.50 | 63.2 | +1.4% | +4.7% | +9.5% | -6.5% | downtrend | unrated | Roughly steady |
| INTU | $345.66 | 63.4 | -3.5% | +6.3% | +23.6% | -22.7% | downtrend | broken | Seventh straight bounce, flag unchanged — avoid |
Strength Pockets — RSI 64+
| Stock | Price | RSI | 1D | 7D | 30D | vs SMA200 | Regime | Thesis | Note |
|---|---|---|---|---|---|---|---|---|---|
| NET | $315.78 | 64.3 | -4.6% | +5.2% | +15.7% | +45.0% | uptrend | intact | Roughly steady, extended |
| PANW | $384.27 | 65.4 | -3.0% | +5.6% | +8.5% | +72.8% | uptrend | unrated | Cooled from RSI 64.5-adjacent, still positive |
| PLTR | $174.04 | 68.3 | -2.8% | +1.2% | +30.1% | +14.4% | pullback | intact | Cooled from RSI 73.0 |
| WDAY | $198.68 | 69.3 | -3.8% | +10.6% | +40.1% | +22.1% | pullback | unrated | 30-day gain extended sharply further |
| ZS | $183.60 | 70.2 | -2.4% | +8.9% | +23.9% | +0.3% | pullback | unrated | Extended further, still death-crossed |
| MSFT | $495.40 | 70.9 | -0.3% | -0.9% | +25.2% | +14.9% | breakout | intact | Cooled from RSI 78.2 |
| SMCI | $39.84 | 71.1 | +1.7% | +28.0% | +48.2% | +25.2% | pullback | unrated | Accelerated sharply from RSI 54.7 |
| SNOW | $328.92 | 72.1 | -2.5% | -0.5% | +21.0% | +53.4% | uptrend | unrated | Cooled from RSI 81.0 |
| VEEV | $243.75 | 73.1 | -3.5% | +5.8% | +25.9% | +21.4% | breakout | unrated | Cooled slightly, still extended |
| MDB | $460.33 | 75.1 | -2.5% | +15.4% | +38.2% | +36.3% | parabolic | unrated | Extended further into overbought |
| TEAM | $162.22 | 78.9 | -2.3% | +8.8% | +76.8% | +50.4% | parabolic | intact | Extends the sharpest move tracked here; cause unknown |
| ESTC | $86.68 | 85.1 | +0.8% | +15.4% | +39.3% | +35.4% | parabolic | unrated | Highest RSI in this universe |
Tier Analysis
Sharpest RSI collapse, cause unknown — AVGO's -5.94% single-session move is this cycle's standout reversal; the desk has no corpus source identifying the driver.
Unexplained extreme extends further — TEAM's move has now held at RSI 78+ across two straight cycles with no known catalyst.
Explosive acceleration — ESTC and SMCI both broke into deeper overbought territory, the two sharpest positive moves tracked here this cycle.
Cyber cluster splits — OKTA reversed lower while PANW and CRWD both cooled but stayed positive, breaking the confirmed multi-cycle uptrend flagged two cycles back.
Recovery story closes — ARM's 30-day print flipped positive for the first time, completing its catch-up with AMD and CRDO.
Fully recovered / clearing oversold — QCOM (see companion bargain-bin) and TSLA (see companion insider-scan) both continued clearing away from their respective screens.
Broken thesis, bounced again — INTU, seventh straight cycle of price improvement with the flag unchanged.
Entry Zones
| Stock | Price | Zone | RSI | 30D | Setup |
|---|---|---|---|---|---|
| AVGO | $392.99 | Verify a base before treating as a discount | 46.5 | -0.3% | Fresh -5.94% single-day crash; no known catalyst |
| TEAM | $162.22 | Extended — verify the driver before chasing | 78.9 | +76.8% | Extends the sharpest move tracked here across two cycles; no known cause |
| ESTC | $86.68 | Extended — don't chase | 85.1 | +39.3% | Highest RSI anywhere in this universe |
| OKTA | $147.43 | Watch for the reversal to resolve | 55.8 | -2.3% | Broke from the cyber cluster's confirmed uptrend |
| ARM | $279.44 | Confirm the flip holds | 50.9 | +0.9% | 30-day print turned positive for the first time |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔒 HOLD | AMZN, NET, GOOGL, CRM, MSFT, TSM, ASML, NVDA | Intact or steady trend, no urgent action |
| ⚠️ REVERSED — VERIFY THE DRIVER | AVGO, OKTA | Both broke sharply from prior uptrends this cycle; no known catalyst |
| 🔍 WATCH — EXTENDED, VERIFY DRIVER | TEAM, ESTC, SMCI | Sharpest positive moves tracked here; TEAM and SMCI's causes are unconfirmed |
| 🔍 RECOVERY CLOSES / EXTENDS | ARM, IONQ, CRDO | ARM's 30-day print turned positive for the first time; the others continue improving |
| 🔍 RECOVERING FURTHER | AMD, INTC, MRVL, QCOM, TSLA, TSM | Continued the broad recovery flagged in prior cycles |
| 🔍 WATCH | PANW, CRWD, VEEV, META, NOW, ADBE, MDB, ZS, PLTR, ANET, ASAN, DDOG, CEG, FTNT, CRSP, HUBS, AAPL, BE, SNOW, WDAY | Steady, extending, cooling, or damaged-but-intact-thesis names needing confirmation |
| ❌ AVOID — BROKEN THESIS | INTU | Bounced again, flag unchanged |
What To Watch Next
| Watch | Why it matters |
|---|---|
| Whether AVGO's crash is confirmed by a news/event receipt next session | This scan has no source for the driver this cycle |
| Whether TEAM's extreme finally cools or extends a third cycle | Now held at RSI 78+ across two straight cycles with no known cause |
| Whether ESTC and SMCI's acceleration continues or reverses | Both broke into deeper overbought territory this cycle |
| Whether OKTA's break from the cyber cluster resolves or persists | PANW/CRWD both cooled but stayed positive — a genuine split |
| ARM's next print | Confirm whether the newly-positive 30-day print holds |
| INTU's broken-thesis flag | Confirm whether this gets lifted on the next fundamentals refresh |
Sources
- Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-14 close — tech-insider-buys.
Related
9 eventsNo direct external sources are attached to this read.