Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
The insider-buying table stayed almost entirely unchanged for a fourth straight cycle — TSLA (+$219.9M), CRSP (+$28.1M), ASAN (+$8.7M), and INTC (+$2.4M) all held their prior-cycle dollar figures exactly, with only TSM ticking up to +$1.8M from +$1.6M — the first movement in this table in this tracked window, though too small to read as a fresh signal on its own. For a fifth straight cycle, no name in this 59-stock universe closes below RSI 30 — the closest reading this cycle is PINS at RSI 31.9, a structurally broken small-cap (-45.04% on the year, -7% below its 200-day, downtrend), not a returning name from prior cycles; EOSE, last cycle's closest name, recovered sharply to RSI 52.1 from 38.5. The insider-scan tool's own cached RSI column again disagrees with the summary basis this scan uses throughout — the tool flags AVGO as a "selling into dip" hit at RSI 27, but insider-universe.json puts AVGO's RSI at 38.1, well above the strict threshold; per standing desk doctrine this scan uses the summary figure, which means golden-signal and selling-into-dip both return zero, not one. ASAN's frozen $8.7M buying figure now sits behind a real same-day move worth flagging: the stock fell -12.69% on 2026-09-04, and this session's news pull (fetched 2026-09-04, not stale) surfaces coverage of a Q2 print — an EPS beat by roughly a penny with shares falling after hours — though the scheduled 2026-09-03 earnings date remains overdue-unconfirmed in this desk's event ledger. BE's multi-cycle reversal, which resumed last cycle, extended into a genuinely large run this cycle — its cushion above the 200-day widened to +32.2% from +11.8%, 7-day print to +20.01% from +28.71% momentum carried further, and one-year return to +360.52% from +284.62%. MRNA cooled slightly on the week but kept climbing on every other window — 7D flipped to +5.5% (was -4.89%), 30D +158.71% (was +153.24%), one-year +499.46% (was +463.91%) — this desk's news pull (fetched 2026-08-28, not stale) surfaces a same-day story that Moderna settled a COVID-19 vaccine technology legal battle, a plausible partial driver for the week's bounce, but this desk found no corpus source explaining the scale of the underlying multi-month climb, for a third straight cycle. MRVL's scheduled earnings print, unconfirmed last cycle, is now confirmed — a narrow beat, $0.94 actual versus $0.93 consensus (+1.0%), reported August 27 — and the stock has since recovered to RSI 51.1 with a one-year return of +248.75%.
Data as-of the 2026-09-04 close. Source: the pre-captured insider Form-4 report (the desk's own tooling, run this session) cross-referenced against summaries/insider-universe.json for every price/RSI/structure/long-horizon field — this scan uses only the report's dollar-flow columns, never its own price/RSI/change figures, per standing desk doctrine on this tool's cached-column discrepancy. As in prior cycles, the report's own RSI basis differs from the summary's precomputed RSI on both AVGO (report reads 27, summary reads 38.1) and RBLX (report reads 71, summary reads 58.4); this scan uses the summary RSI throughout. Prior scan: 2026-08-28-insider-scan.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 A near-static cycle on the Form-4 side (one small dollar-figure move) alongside a genuinely large continuation in BE's reversal and a still-unresolved MRNA climb |
| Buying table nearly frozen | TSLA (+$219.9M), CRSP (+$28.1M), ASAN (+$8.7M), INTC (+$2.4M) unchanged for a fourth straight cycle; TSM ticked up to +$1.8M from +$1.6M |
| Golden (RSI<30 + buying) | 0 — fifth straight cycle with no name closing below RSI 30 in this universe |
| Heaviest selling (this cycle's pull) | AMZN (-$9.4B), NVDA (-$3.7B), LLY (-$3.0B), PLTR (-$2.4B), PANW (-$1.5B) — essentially unchanged from last cycle |
| Selling into dip (RSI<30, summary basis) | None this cycle — the tool's own AVGO flag (RSI 27) is contradicted by the summary (RSI 38.1); using the summary basis, this criterion returns zero |
| ASAN's frozen buying sits behind a real drop | Stock fell -12.69% same day; a Q2 print in this session's news pull remains `overdue-unconfirmed` in the event ledger |
| BE's reversal extends into a large run | Cushion above the 200-day widened to +32.2% from +11.8%; one-year now +360.52% |
| MRVL's print, unconfirmed last cycle, is now confirmed | Narrow beat, $0.94 vs $0.93 consensus, reported August 27 |
| Key insight | The Form-4 side stayed almost entirely static for a fourth cycle, but two names crossed real thresholds this cycle — ASAN's frozen buying now sits against a genuine same-day earnings-reaction drop, and MRVL's earnings status flipped from unconfirmed to confirmed |
What's Going On
The insider-buying table stayed almost completely unchanged for a fourth straight cycle, with one small exception. TSLA ($354.08, RSI 50.9, was 55; 30D +10.12%, was +16.9%) continues with buying frozen at +$219.9M, no fresh filing activity for what is now well past a half-dozen straight cycles. CRSP ($55.79, RSI 50.7, was 56.5; 30D +6.37%, was +21.16%) cooled while its buying figure held flat at +$28.1M. ASAN and INTC show the same pattern — buying figures unchanged at +$8.7M and +$2.4M against real price movement underneath (detailed below for ASAN). TSM ($428.91, RSI 56.8, was 49.6) is the one name where the dollar figure actually moved this cycle, ticking up to +$1.8M from +$1.6M — a genuine change after several static cycles, though the magnitude is too small to read as a fresh conviction signal on its own.
No name in this 59-stock universe closes below RSI 30 for a fifth straight cycle, and this cycle's closest name is a different, also-broken structure than last cycle's. PINS ($20.40, RSI 31.9) is the closest reading this cycle — a structurally damaged name, not a discount: -45.04% on the year, 1-year alpha -63.69%, -7% below its 200-day, downtrend regime. Last cycle's closest name, EOSE ($3.88, RSI 52.1, was 38.5), recovered sharply off the strict line — its longer-horizon numbers still confirm a broken structure (-47.14% on the year, -53.6% below its 200-day, collapse), but it's no longer the universe's nearest approach to oversold. On the golden-signal (RSI<30 plus buying) and selling-into-dip (RSI<30 plus selling) criteria, both again return zero names on the summary basis — and this cycle carries an explicit correction: the insider-scan tool's own report flags AVGO as a selling-into-dip hit using a cached RSI of 27, but insider-universe.json's precomputed RSI for AVGO is 38.1, well clear of the strict threshold. Per standing doctrine this scan never trusts the tool's own price/RSI columns — using the summary basis throughout, there is no selling-into-dip hit this cycle, contrary to what the raw tool output would suggest on its own.
ASAN's frozen $8.7M buying figure now sits behind a real, same-day price move worth flagging directly. ($8.81, RSI 45.2, change1d -12.69%, 7D -13.54%, 30D -0.79%, 1Y -39.78%, vs-SMA200 essentially flat at 0%, downtrend regime, death cross intact) — this desk's news pull for ASAN (fetched 2026-09-04, ok, not stale) surfaces coverage of a Q2 print: an EPS beat of roughly a penny alongside a headline reading "shares fall after hours" (Investing.com), consistent with the day's sharp drop. However, 2026-09-03-asan-earnings still records the scheduled date as overdue-unconfirmed — "the scheduled date passed without verified print evidence." This desk reports what the news pull actually shows (a beat-but-sell-off pattern discussed in coverage) while being explicit that the event ledger has not yet promoted this to a captured, verified print — elapsed time and news commentary alone don't clear that bar. The insider-buying figure behind ASAN is unchanged from before this move, meaning it offers no fresh read on the reaction itself.
BE's multi-cycle reversal, which resumed last cycle, extended into a genuinely large run this cycle. Price rose further to $252.87 (RSI 63.1, was 46.3), and the cushion above the 200-day widened sharply to +32.2% from +11.8% two cycles ago — the 7-day print climbed to +20.01% (was +28.71% 30-day last cycle; this cycle's own 30D reads +7.91%, meaning the bulk of the move concentrated inside the most recent week). One-year return climbed to +360.52% (was +284.62%), with 1-year alpha now +341.87. Insider selling stayed roughly flat at -$460.8M — still price-driven, not corroborated by fresh insider buying, and the regime label (pullback, thesis: intact) is unchanged despite the scale of the recent move.
MRNA cooled on RSI but kept climbing on every other window, with a partial but incomplete sourced driver. ($145.55, RSI 63.2, was 63.5 — essentially flat; 7D +5.5%, reversed from -4.89% last cycle) — yet 30D is +158.71% (was +153.24%) and one-year is +499.46% (was +463.91%), with vs-SMA200 still enormous at +165.5% (roughly flat versus last cycle's +166.6%). This desk checked latest (fetched 2026-08-28T23:46:53Z, ok: true, not stale) — the most recent item, dated the same day as the fetch, reports Moderna "settling a COVID-19 vaccine technology legal battle," a plausible partial driver for this cycle's 7-day bounce. But this single item does not explain the scale of the multi-month climb behind the 30-day and one-year figures, and research/stock-events/ carries no MRNA record inside this window (only a July earnings print and a scheduled November print). This is now the third straight cycle this desk has checked and found no corpus source for the full scale of the move — flagged as partially sourced and largely unexplained, not glossed over.
MRVL's scheduled earnings print, unconfirmed last cycle, is now confirmed — a narrow beat. 2026-08-27-mrvl-earnings now shows status: captured, EPS $0.94 actual versus $0.93 consensus (+1.0% surprise), reported August 27. The stock has recovered since — RSI 51.1 (was 47.2), one-year +248.75% (was +180.5% per the prior cycle's tech-insider-buys read), vs-SMA200 +47.3%. This resolves last cycle's overdue-unconfirmed flag cleanly.
ISRG's divergence between chart and thesis flag persisted this cycle with a mixed read. ($366.70, RSI 43, was 45.7; regime still collapse, vs-SMA200 -20.9%, was -20.5% — widened slightly; one-year -19.32%, was -21.37% — improved slightly) — the chart stays below its 200-day with thesisState still reading intact. This divergence is flagged again, not resolved, with the two long-horizon fields moving in opposite directions this cycle.
Heavy insider selling stayed essentially frozen across the top dollar-value names. AMZN (-$9.4B, unchanged), NVDA (-$3.7B, up from -$3.3B), LLY (-$3.0B, roughly flat from -$3.1B), PLTR (-$2.4B, unchanged), and PANW (-$1.5B, unchanged) all held roughly their prior-cycle figures. ABNB (-$1.3B), SNOW (-$1.2B), and NFLX (-$1.1B) also held flat. COIN's selling moved slightly to -$880.3M from -$885.4M. RBLX's selling eased further to -$624.9M from -$627.0M even as its price jumped +15.3% on the week (RSI 58.4 on the summary basis, not the report's cached 71).
What Changed Since Prior Scan (2026-08-28 → 2026-09-04)
| Change | Read |
|---|---|
| Buying table nearly static for a fourth straight cycle — TSM ticked to +$1.8M from +$1.6M, everything else unchanged | First dollar-figure movement in this table in this tracked window, though too small to read as fresh conviction |
| No name clears RSI 30 for a fifth straight cycle — closest is now PINS at 31.9, not last cycle's EOSE | EOSE recovered sharply to RSI 52.1 from 38.5; golden-signal and selling-into-dip both stay at zero on the summary basis |
| Tool-vs-summary RSI discrepancy recurs, this cycle on AVGO — tool reads 27, summary reads 38.1 | Per standing doctrine, the summary basis governs; this desk does not carry an actual selling-into-dip hit this cycle |
| ASAN's frozen buying now sits behind a real same-day drop — stock fell -12.69% with a Q2 print discussed in this session's news pull | Event ledger's scheduled date remains `overdue-unconfirmed`; buying figure itself unchanged |
| BE's reversal extended into a much larger run — cushion +11.8%→+32.2%, 1Y +284.62%→+360.52% | Still a `pullback`-labeled, `thesis: intact` structure despite the scale of the move |
| MRNA kept climbing with a partial sourced driver this time — 30D +153.24%→+158.71%, 1Y +463.91%→+499.46% | A same-day legal-settlement story surfaced in this cycle's news pull explains part of the week's bounce, not the full multi-month scale — third straight cycle checked |
| MRVL's earnings status flipped from unconfirmed to confirmed — $0.94 actual vs $0.93 consensus, reported August 27 | Stock has recovered to RSI 51.1, one-year +248.75% |
| ISRG's chart/thesis divergence persists, mixed this cycle — vs-SMA200 -20.5%→-20.9% (widened), one-year -21.37%→-19.32% (improved) | `thesisState` still reads `intact` against a `collapse` regime |
How To Read The Board
This is a price-and-structure screen cross-referenced with insider Form-4 net dollars — not a recommendation engine. A near-static buying table for a fourth straight cycle is a genuinely quiet read on insider conviction in this universe, not a data gap; TSM's small uptick is the only real movement and is too small to call a signal. A fifth straight cycle with no name below RSI 30 says the tape has stabilized broadly — and this cycle's own tool-vs-summary discrepancy on AVGO is exactly the trap this scan's doctrine exists to catch: taking the report's cached RSI at face value would have manufactured a selling-into-dip hit that the underlying summary data does not support. Structure labels — intact (golden cross, uptrend/basing), damaged (death cross, downtrend/collapse), extended (large positive vs-SMA200 in an uptrend) — describe the chart only. Per the desk's long-horizon discipline, a cooling or reversing short-window read is checked against 1-year change and vs-SMA200 before it gets called a break; BE's reversal is the clearest example this cycle of a name whose short-window numbers alone would understate the scale of what's happening (a +20% week sitting on top of a +360% year). MRNA's move is reported at full size because it is verified against the summary, and this cycle carries a genuine, if partial, sourced driver for the first time in three cycles — the desk still flags the underlying scale as unexplained rather than pretending one dated legal-settlement story accounts for a 30-day move of this size. ASAN's case is the sharpest illustration of separating news commentary from a confirmed event: the news pull discusses a beat-but-sell-off pattern, but the event ledger's own scheduled date stays unconfirmed, and this scan reports both facts rather than collapsing them into one.
Price Table
Insider Buying (net > $100K)
| Symbol | Price | RSI | 1D | 7D | 30D | 1Y | vs SMA200 | Regime | Insider Net |
|---|---|---|---|---|---|---|---|---|---|
| TSLA | $354.08 | 50.9 | -5.92% | +1.49% | +10.12% | +4.59% | -11.4% | downtrend | +$219.9M (unchanged) |
| CRSP | $55.79 | 50.7 | -1.24% | -3.35% | +6.37% | +5.78% | +4.8% | pullback | +$28.1M (unchanged) |
| ASAN | $8.81 | 45.2 | -12.69% | -13.54% | -0.79% | -39.78% | 0% | downtrend | +$8.7M (unchanged) |
| INTC | $95.80 | 51.7 | +4.51% | +7.09% | -5.2% | +289.27% | +29.2% | pullback | +$2.4M (unchanged) |
| TSM | $428.91 | 56.8 | +2.85% | +2.63% | +3.6% | +82.35% | +15% | pullback | +$1.8M (up from +$1.6M) |
(No other name in this universe shows net insider buying above $100K this cycle.)
Insider Selling — Captured This Cycle (largest by net dollar value)
| Symbol | Price | RSI | 1D | 7D | 1Y | vs SMA200 | Regime | Insider Net |
|---|---|---|---|---|---|---|---|---|
| AMZN | $258.51 | 49.5 | -0.15% | -2.97% | +9.69% | +8.1% | uptrend | -$9.4B (unchanged) |
| NVDA | $230.36 | 60.4 | +0.84% | +5.89% | +34.2% | +17.1% | uptrend | -$3.7B (up from -$3.3B) |
| LLY | $1,149.36 | 41.3 | -0.88% | -2.1% | +54.71% | +8.1% | pullback | -$3.0B (roughly flat) |
| PLTR | $174.33 | 54.2 | -4.49% | -6.42% | +11.65% | +15.2% | pullback | -$2.4B (unchanged) |
| PANW | $333.26 | 43.5 | +0.40% | -10.36% | +73.26% | +43% | pullback | -$1.5B (unchanged) |
| ABNB | $181.94 | 56.3 | -1.79% | -3.94% | +45.12% | +30.5% | uptrend | -$1.3B (unchanged) |
| SNOW | $337.18 | 57.3 | -5.41% | +2.82% | +51.95% | +54% | uptrend | -$1.2B (unchanged) |
| NFLXE | $78.25 | 49.2 | -5.35% | -4.27% | -37.77% | -9.9% | downtrend | -$1.1B (unchanged) |
| COIN | $184.64 | 56.4 | -4.18% | +3.35% | -39.82% | -4.2% | downtrend | -$880.3M (roughly flat) |
| NET | $278.92 | 46.7 | -1.96% | -6.95% | +32.83% | +25.4% | pullback | -$738.3M (unchanged) |
| DOCN | $112.47 | 45 | +2.81% | +1.13% | +250.16% | +15.8% | pullback | -$677.6M (roughly flat) |
| DDOG | $212.93 | 38.7 | -0.85% | -10.14% | +61.58% | +20.7% | pullback | -$671.9M (up from -$660.6M) |
| TWLO | $232.98 | 54.4 | -3.12% | -2.02% | +119.73% | +42.7% | uptrend | -$634.0M (unchanged) |
| RBLX | $43.31 | 58.4 | +4.34% | +12.3% | -66.63% | -27.7% | downtrend | -$624.9M (eased from -$627.0M) |
| SOFI | $18.22 | 51.2 | -1.57% | +0.94% | -28.21% | -8.8% | downtrend | -$517.1M (unchanged) |
| BE | $252.87 | 63.1 | +7.35% | +20.01% | +360.52% | +32.2% | pullback | -$460.8M (unchanged) |
| ESTC | $91.81 | 60.1 | -4.49% | -8.22% | +8.38% | +43.8% | uptrend | -$442.9M (up from -$395.6M) |
| AMD | $477.57 | 49.7 | +4.69% | +2.58% | +195.18% | +40.1% | pullback | -$425.2M (unchanged) |
| AAPL | $319.97 | 53.9 | -2.51% | +0.11% | +33.44% | +12.7% | uptrend | -$420.1M (roughly flat) |
| AFRM | $72.35 | 44.5 | -2.62% | -6.76% | -19.31% | +8.8% | pullback | -$348.4M (new to this cycle's top 20) |
(31+ additional names show net insider selling this cycle per the pull; the entries above are the largest captured.)
Selling Into Dip (technical extreme + insider selling this cycle)
None this cycle on the summary basis. The tool's own report flags AVGO using a cached RSI of 27; insider-universe.json puts AVGO's RSI at 38.1, well above the strict threshold — per doctrine, this scan does not carry that as a real hit.
Deepest Technical Readings (RSI < 45, no insider-buying confirmation)
| Symbol | Price | RSI | vs SMA200 | 1Y | Regime | Note |
|---|---|---|---|---|---|---|
| PINS | $20.40 | 31.9 | -7% | -45.04% | downtrend | Closest to oversold this cycle — genuinely broken, not a discount |
| AVGO | $357.90 | 38.1 | -3% | +16.92% | pullback | Report's own cached RSI (27) is wrong; summary basis governs |
| DDOG | $212.93 | 38.7 | +20.7% | +61.58% | pullback | Deep pullback inside an intact one-year trend |
| AKAM | $105.22 | 39.6 | -4% | +36.31% | collapse | Below its 200-day despite a positive year |
| FSLY | $20.59 | 41.3 | +10.4% | +182.05% | pullback | Deep pullback, huge year intact |
| LLY | $1,149.36 | 41.3 | +8.1% | +54.71% | pullback | Cooling inside an intact long trend |
| FSLR | $204.45 | 41.4 | -11.3% | +1.28% | collapse | Below its 200-day, thin positive year |
| ENPH | $36.37 | 41.8 | -10.7% | -0.41% | collapse | Below its 200-day, negative year |
Tier Analysis
Buying table nearly frozen for a fourth cycle — TSM's small uptick to +$1.8M is the only movement across the five names; treat it as noise until a second cycle confirms direction.
Universe-wide clean read extends to a fifth cycle, with a corrected zero on selling-into-dip — no name closes below RSI 30; this cycle's closest name (PINS) is a broken structure, and the tool's own AVGO flag is contradicted by the summary basis this scan uses.
A frozen buying figure meets a real move — ASAN's unchanged $8.7M buying now sits against a genuine -12.69% same-day drop tied to news coverage of an unconfirmed Q2 print.
Reversal extends into a large run — BE's cushion above the 200-day nearly tripled across two cycles (+11.8%→+32.2%), still labeled pullback with thesis: intact.
Structure/thesis divergence, mixed this cycle — ISRG's 200-day gap widened while its one-year deficit narrowed; thesisState stays intact against a collapse regime.
Partially explained, still largely unexplained — MRNA's continued climb now has one sourced same-day catalyst behind this cycle's 7-day bounce, but the underlying multi-month scale remains unaccounted for, a third straight cycle checked.
Resolved from unconfirmed to confirmed — MRVL's scheduled print is now captured as a narrow beat, and the stock has recovered accordingly.
Heavy selling, intact structure — AMZN, NVDA, LLY, PANW, ABNB, SNOW, NET, DOCN, DDOG, TWLO, AAPL, AMD all show large insider-selling dollars inside intact (golden-cross) technical structure — reads as scale-driven, not a bearish tell on its own.
Heavy selling, damaged structure — verification-worthy — PLTR, NFLX, COIN, SOFI, ESTC, RBLX, AFRM.
Entry Zones
| Stock | Price | Zone | RSI | Insider Signal | Setup |
|---|---|---|---|---|---|
| PINS | $20.40 | Closest to oversold, structurally broken | 31.9 | Not in top-20 selling | -45.04% 1Y, -7% below its 200-day — genuinely broken, not a discount |
| ASAN | $8.81 | Verify the print before reading the drop | 45.2 | +$8.7M buying (unchanged) | -12.69% same-day; news pull discusses a beat-but-sell-off, event ledger still unconfirmed |
| BE | $252.87 | Reversal extended into a large run | 63.1 | -$460.8M selling (unchanged) | Cushion above the 200-day nearly tripled to +32.2% across two cycles |
| MRNA | $145.55 | Verify before acting — partially sourced | 63.2 | n/a | +158.71% 30D, +499.46% 1Y — one dated legal-settlement story found, scale unexplained, third cycle checked |
| MRVL | $223.55 | Confirmed print, recovering | 51.1 | n/a | Narrow beat confirmed August 27; one-year now +248.75% |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔍 BUYING NEARLY STATIC | TSLA, CRSP, ASAN, INTC | Fourth straight cycle with unchanged dollar figures |
| 🔍 SMALL BUYING UPTICK — WATCH FOR CONFIRMATION | TSM | First dollar-figure movement in this table in this tracked window |
| ⚠️ VERIFY BEFORE ACTING — NEWS DISCUSSES A PRINT, LEDGER UNCONFIRMED | ASAN | -12.69% same-day drop tied to a Q2 print the event ledger has not yet captured |
| ⚠️ VERIFY BEFORE ACTING — PARTIALLY SOURCED, LARGELY UNEXPLAINED | MRNA | One dated catalyst found for this cycle's bounce; the multi-month scale of the move stays unaccounted for |
| 🔒 HOLD — REVERSAL EXTENDED | BE | Cushion above the 200-day nearly tripled across two cycles; still `pullback`/`intact` |
| 🔍 DEEP PULLBACK, TREND INTACT | DDOG, AKAM, FSLY, LLY | Cooled or sit below their 20-day average while staying well above their 200-days on the year |
| 🔒 HOLD (routine selling, structure intact) | AMZN, NVDA, AAPL, LLY, PANW, ABNB, SNOW, NET, DDOG, TWLO | Intact structure; selling figures near-frozen or matching prior levels |
| ⚠️ VERIFY BEFORE ACTING — DAMAGED STRUCTURE | PLTR, NFLX, COIN, SOFI, ESTC, RBLX, AFRM | Damaged structure paired with net insider selling |
| 🔍 THESIS FLAG VS. CHART DIVERGENCE — MIXED | ISRGE | `thesis: intact` but regime still `collapse`; the two long-horizon fields moved opposite directions this cycle |
| 🔒 RESOLVED — CONFIRMED PRINT | MRVL | Earnings status flipped from unconfirmed to confirmed, narrow beat |
What To Watch Next
| Watch | Why it matters |
|---|---|
| Whether TSM's small buying uptick (+$1.6M→+$1.8M) continues or reverses next cycle | The only movement in an otherwise frozen buying table |
| Whether ASAN's Q2 print gets confirmed in the event ledger | News pull already discusses a beat-but-sell-off; the ledger itself still reads `overdue-unconfirmed` |
| Whether a news/event receipt surfaces explaining the full scale of MRNA's move | One dated same-day catalyst found this cycle; the underlying multi-month climb stays unaccounted for after three straight checks |
| Whether BE's reversal keeps extending or finally cools | Cushion above the 200-day nearly tripled across two cycles |
| Whether any name closes back below RSI 30 | Five straight cycles with zero names under the strict threshold |
| ISRG's thesis flag versus its chart | The two long-horizon fields moved in opposite directions this cycle — worth a direct fundamentals check |
| Whether the tool's cached RSI column gets fixed | A second straight cycle where its own reading would have manufactured a false selling-into-dip or golden-signal hit |
Sources
- Tape data (price/RSI/SMA/returns/1-year change/1-year alpha/vs 200-day): full-scan pre-computed summaries as of the 2026-09-04 close — insider-universe.
- Insider Form-4 net dollar flows: pre-captured
insider-scan:fullreport (run this session). - ASAN news check: latest (fetched 2026-09-04, ok, not stale); event ledger 2026-09-03-asan-earnings (overdue-unconfirmed).
- MRNA news/event check: latest (fetched 2026-08-28, ok, not stale);
research/stock-events/searched for MRNA — no record inside this window. - MRVL earnings: 2026-08-27-mrvl-earnings (confirmed, EPS $0.94 vs $0.93 consensus).
Related
8 eventsNo direct external sources are attached to this read.