Insider Activity Scan
Insider Activity Scan
The insider-buying side of this 59-stock universe narrowed this cycle — only three names (ASAN, INTC, TSM) show net insider buying, down from five last cycle, as TSLA and CRSP dropped off the buying list entirely. No name in this universe closes below RSI 30 for a sixth straight cycle (closest this cycle: PINS at 30.8), so golden signals (RSI<30 + buying) and selling-into-dip (RSI<30 + selling) both stay at zero. ASAN's frozen $8.7M buying figure now sits behind a resolved event: the stock's earlier drop is confirmed as a guidance-driven sell-off despite an EPS beat, per this desk's news pull and the now-captured earnings record.
Data as-of the 2026-09-11 close. Price/RSI/structure/long-horizon fields from insider-universe; insider dollar-flow figures from the pre-captured Form-4 report (the desk's own tooling, run this session) — per standing desk doctrine, this scan never uses that tool's own price/RSI/change columns. Prior scan: 2026-09-04-insider-scan.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Buying side narrowed (5→3 names); no RSI<30 name for a sixth straight cycle; ASAN's earnings question resolved |
| Leaders | AMD (1Y +231.55%, vs 200-day +48.8%), DOCN (1Y +236.3%), MRVL (1Y +254.56%) — all carrying heavy insider selling alongside huge multi-year runs |
| Laggards | NFLX (1Y -35.69%, below 200-day -10.3%), NOW (1Y -29.38%), META (1Y -13.7%) — all still on the heavy-selling list |
| Caveat | The insider-scan tool's own report is used only for dollar-flow figures this cycle; no tool-vs-summary RSI discrepancy this time (all tool RSI reads were within rounding of the summary) |
What's Going On
The insider-buying table narrowed from five names to three this cycle. ASAN (+$8.7M, unchanged for multiple cycles), INTC (+$2.4M, also unchanged), and TSM (+$1.5M, down from +$1.8M last cycle) are the only names carrying net insider buying this session. TSLA (+$219.9M) and CRSP (+$28.1M) — both frozen-buying carryovers for several cycles running — no longer appear on the buying list at all; this desk's pull doesn't resolve whether their net flow flipped negative or simply fell below the reporting threshold, so this is reported as a narrowing, not a reversal claim.
No name in this 59-stock universe closes below RSI 30 for a sixth straight cycle. PINS (RSI 30.8) is the closest approach — a structurally damaged name (-45.5% 1Y-adjacent per its own summary row), not a discount. Golden signal (RSI<30 + buying) and selling-into-dip (RSI<30 + selling) both return zero on the summary basis, and this cycle carries no tool-vs-summary RSI discrepancy to correct.
ASAN's frozen buying figure now sits behind a resolved, sourced event. ASAN ($8.77, RSI 46.4, 7D -0.45%, 30D -2.45%, 1Y -36.45%, vs 200-day +0.3%) has stabilized after a sharp drop. This desk's news pull (fetched 2026-09-09, ok, not stale) carries the headline "Asana Stock Sank 13% Despite Beating Q2 Estimates. The Guidance Was the Problem." — and 2026-09-03-asan-earnings now shows status: captured, an overall beat. This resolves the prior cycle's overdue-unconfirmed flag: the print happened, it was a beat, and guidance is the sourced reason the stock fell anyway. The buying figure itself remains unchanged from before the move.
Heavy insider selling stays broad — 29 names this cycle — with a visibility gap at the top. This session's pull shows LLY (-$3.0B), PLTR (-$2.4B), AVGO (-$1.6B), and PANW (-$1.4B) as the largest sellers captured, followed by SNOW (-$1.1B), NFLX (-$1.0B), NET (-$765.8M), DOCN (-$677.6M), ESTC (-$471.3M), AMD (-$425.2M), CRWD (-$310.9M), FTNT (-$301.2M), U (-$290.9M), TMO (-$259.6M), ZM (-$225.5M), MDB (-$190.8M), META (-$186.0M), ZS (-$166.0M), NOW (-$98.2M), and MRVL (-$74.6M) — 20 of the 29 captured, "and 9 more" per the tool's own truncation. AMZN and NVDA, last cycle's two largest sellers (-$9.4B and -$3.7B), do not appear in this session's visible top-20 — this desk cannot confirm whether their selling stopped or simply fell outside the captured ranking, and reports the gap rather than assuming resolution.
AVGO crossed below its 200-day this cycle, confirmed against the summary. ($361.99, RSI 42.2, 30D -12.99%, vs 200-day -2.2%, 1Y +0.66%) — full detail in the companion bargain-bin scan, which tracks the same name.
NFLX remains the most structurally damaged name still on the heavy-selling list. ($77.40, RSI 48, 1Y -35.69%, vs 200-day -10.3%) — negative on both the year and the 200-day test, with -$1.0B in tracked insider selling. This is a name where selling and chart weakness point the same direction, unlike several others in this cohort (AMD, MRVL, DOCN) where heavy selling sits against a strongly positive multi-year trend.
What Changed Since Prior Scan (2026-09-04 → 2026-09-11)
| Change | Read |
|---|---|
| Buying list narrowed from 5 to 3 names — TSLA and CRSP dropped off | Both were multi-cycle frozen-buying carryovers; this pull doesn't show whether they flipped or fell below threshold |
| TSM's buying figure fell — +$1.8M→+$1.5M | The one name whose dollar figure moved last cycle now moved again, in the other direction |
| No RSI<30 name for a sixth straight cycle | PINS (30.8) is the closest approach, still structurally damaged |
| ASAN's earnings status resolved — `overdue-unconfirmed` → `captured`, overall beat | News pull sources the post-print drop to guidance, not the print itself |
| AMZN/NVDA absent from the visible top sellers | Last cycle's two largest sellers (-$9.4B, -$3.7B) don't appear in this session's captured top-20; reported as a visibility gap, not a resolution |
| AVGO crossed below its 200-day | vs 200-day now -2.2%; tracked jointly with the companion bargain-bin scan |
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 narrowing buying table (5→3 names) is a real signal of thinning insider conviction in this universe, though this desk cannot confirm from this pull alone whether TSLA/CRSP's net flow reversed or merely dropped below the reporting floor — both readings are reported, neither is assumed. A sixth straight cycle with no name below RSI 30 says this universe has stayed broadly stable; PINS at 30.8 remains the closest approach and remains a structurally damaged name, not a bargain. thesis state labels (intact, intact-but-priced, unrated) describe the chart-level flag only — several names carrying heavy insider selling (AMD, MRVL, DOCN) sit against strongly positive multi-year trends, while NFLX's selling sits against genuine chart damage (negative 1Y, below its 200-day). ASAN's case is the clean illustration of separating a confirmed event from news commentary: the earnings record itself is now captured, and the news pull supplies the specific reason (guidance, not the beat) the stock fell — both facts stand on their own receipts.
Price Table
Insider Buying (net > $100K)
| Symbol | Price | RSI | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|
| ASAN | $8.77 | 46.4 | -0.45% | -2.45% | -36.45% | +0.3% | 🟢 Buying, guidance-driven drop resolved |
| INTC | $102.94 | 57.5 | 7.45% | 1.97% | +318.29% | +36.3% | 🟢 Buying, intact |
| TSM | $433.24 | 56.9 | 1.01% | 0.95% | +67.33% | +15.2% | 🟢 Buying (figure fell from +$1.8M) |
Heaviest Insider Selling (top of 29 tracked)
| Symbol | Price | RSI | 7D% | 30D% | 1Y | vs SMA200 | Insider Net | Signal |
|---|---|---|---|---|---|---|---|---|
| LLY | $1,115.70 | 35.4 | -2.93% | -8.57% | +47.52% | +4.8% | -$3.0B | 🟡 |
| PLTR | $167.23 | 49.2 | -4.07% | -2.23% | +1.75% | +10.4% | -$2.4B | 🟡 |
| AVGO | $361.99 | 42.2 | 1.14% | -12.99% | +0.66% | -2.2% | -$1.6B | 🔴 Crossed below 200-day |
| PANW | $330.65 | 43 | -0.78% | -14.56% | +66.72% | +40.1% | -$1.4B | 🟡 |
| SNOW | $328.99 | 53.7 | -2.43% | -0.98% | +46.52% | +49.1% | -$1.1B | 🟡 |
| NFLXE | $77.40 | 48 | -1.09% | 4.3% | -35.69% | -10.3% | -$1.0B | 🔴 Broken |
| NET | $306.53 | 55.5 | 9.9% | -1.58% | +36.45% | +36.5% | -$765.8M | 🟢 |
| DOCN | $122.95 | 51.4 | 9.32% | -7.81% | +236.3% | +24.4% | -$677.6M | 🟢 |
Tier Analysis
Capitulation (RSI < 25): None.
Oversold (RSI 25-40): LLY (35.4), CRSP (39.3), SHOP (39.3). None carry insider buying; LLY and CRSP both sit on frozen or absent buying signals discussed above.
Neutral / Strong (RSI 40+): The remaining 56 names, spanning the full range from AVGO (42.2, crossed below its 200-day) to META (67.2, near overbought).
Entry Zones
| Stock | Entry Zone | Thesis |
|---|---|---|
| ASAN | Watch $8.50-$9.00 | Guidance-driven drop now sourced and confirmed; buying frozen at +$8.7M, structure still `up` short-term |
| AVGO | Below its 200-day, watch $355-$365 | Crossed vs 200-day to -2.2% this cycle; -$1.6B insider selling alongside the break |
| NFLXE | Not yet — below 200-day and negative 1Y | -$1.0B insider selling sits on top of genuine chart damage; wait for a stabilization signal |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🟢 ACCUMULATE | ASAN, INTC, TSM | Net insider buying this cycle |
| 🔒 HOLD | AMD, MRVL, DOCN, NET | Heavy insider selling but strongly intact multi-year trends |
| 🔍 WATCH | AVGO, PLTR | Selling continues alongside a fresh 200-day break (AVGO) or a flat one-year return (PLTR) |
| ⚠️ AVOID | NFLX, NOW | Selling sits on top of genuine chart damage (negative 1Y, below 200-day) |
What To Watch Next
- TSLA/CRSP: dropped off the buying list this cycle — confirm next cycle whether their net Form-4 flow flipped negative or the pull simply missed them below threshold.
- AMZN/NVDA: absent from this session's visible top-20 sellers after being the two largest last cycle — re-check the fuller ranking next pull.
- AVGO: watch whether the fresh break below its 200-day (-2.2%) extends or reverses next cycle.
- PINS: closest name to RSI 30 for a sixth straight cycle without ever crossing it — worth flagging if it finally does.
Sources
- insider-universe (2026-09-11)
- the desk's own tooling (run this session, dollar-flow figures only)
- 2026-09-03-asan-earnings
- latest (fetched 2026-09-09)
- 2026-09-04-insider-scan (prior scan, comparison basis)
Related
8 eventsNo direct external sources are attached to this read.