Tech Insider Buys Scan

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Tech Insider Buys Scan

raw scan snapshot — prices as of scan date, not live 81 rows · screens, not recommendations event statusconfirmeddata as of2026-09-23prior scanresearch/scans/2026-09-18-tech-insider-buys.md

Cybersecurity's run held a second week and pushed Zscaler and Okta into overbought territory, Credo's reversal turned into a clean break above its 200-day, and Constellation Energy's flagged breakdown partially stabilized — while Intuit kept deteriorating and HubSpot, oddly, recovered some ground off last week's unexplained volume spike. The insider-buying list is unchanged for a third week at the same five names and nearly the same dollar figures.

Data as of the settled 2026-09-23 close. This list carries price and technical evidence; the insider dollar figures cited below come from this session's Form 4 report and are labelled where used.


Quick Snapshot

Signal Reading
Overall 🟢 Cybersecurity's run extended into a second week, pushing two names into overbought territory; Credo confirmed its reversal, CEG partially stabilized
Insider buying in this universe All five buying names in the broader tracked universe sit on this list: TSLA +$219.0M, CRSP +$27.3M, ASAN +$8.7M, INTC +$2.4M, TSM +$1.5M
Leaders INTC (1Y +317.9%, 56.5% above its 200-day), AMD (+282.0%, +70.4%), MRVL (+249.6%, +62.2%), BE (+255.6%), FTNT (+109.6%), OKTA (+122.7%, cushion +90.1%), TEAM (cushion +74.9%)
Laggards HUBS (1Y -56.0%, still deeply broken though the cushion improved), INTU (-59.0%, thesis flagged broken, worsening), IONQ (-43.4%), ADBE (-33.5%), CEG (-21.6%, partially stabilizing)
Biggest reversal CRDO — momentum 43.1 → 50.9, 200-day position 0.0% → +10.2%, now clearly above the line after two weeks of repair
Biggest continued breakdown INTU — 1Y -55.1% → -59.0%, 200-day gap -26.5% → -29.6%, thesis flag unresolved for six weeks
Caveat No news pull on this desk covers this week's continued cybersecurity run or CEG's partial stabilization
Key insight The week separated cleanly again on the 200-day line: Credo crossed further above it, Constellation Energy's gap narrowed without fully closing, and Intuit kept sinking further below it

What's Going On

Cybersecurity extended its run into a second week, and two names crossed into overbought territory. Zscaler closed $214.45, RSI 70.5 (from 63.3), up 11.94% on the week, its one-year deficit narrowing to -25.87% from -32.22% and its 200-day cushion widening to +27.8% from +17.2%. Okta closed $205.36, RSI 71.3 (from 61.5), up 56.8% on the month — its one-year return now +122.7%, cushion +90.1%, both meaningfully wider than last week. CrowdStrike ($262.49, RSI 68.9, +116.9% on the year, 76.4% cushion) and Palo Alto Networks ($393.30, RSI 62.7, +93.5% on the year, 61.6% cushion) both extended further. Fortinet held steady at +109.6% on the year. No news pull on this desk covers the continuation; the dated context from last scan — the MarketWatch and Semafor items on cybersecurity's rally and rising breach activity — remains context, not a confirmed cause for this week's move specifically.

Credo's reversal is no longer just a bounce off a support line — it's a clean break above the 200-day. Two weeks ago this name was compounding damage; last week it closed exactly on its 200-day after a reversal. This week: $193.87, RSI 50.9 (from 43.1), up 20.05% on the week, now 10.2% above its 200-day (from 0.0%), one-year return jumping to +19.48% from +2.08% on the combination of price gain and a window-roll effect. It remains 37.2% off its 52-week high, so this is a repair in progress rather than a full recovery, but the direction is now unambiguous.

Constellation Energy partially stabilized after last week's flagged breakdown. $263.88, momentum recovering to 43.8 from 36.4, one-year return roughly steady at -21.6% (from -21.1%), 200-day gap narrowing to -9.4% from -13.0%. That is a real improvement in structure without a resolution — the name is still below its 200-day and still negative on the year. No cause is confirmed for either the original drop or this week's partial recovery.

HubSpot recovered some ground off last week's unexplained Friday volume spike, contrary to the trajectory that spike suggested. Last scan flagged a -5.86% Friday drop on 7.3x normal volume with the deficit still widening. This week: $226.03, RSI 47.3 (from 42.1), one-year deficit narrowing to -56.0% from -57.9%, 200-day gap improving to -10.4% from -15.1%. It remains the second-most structurally damaged name on this board after Intuit, and no news pull on file covers either last week's drop or this week's partial recovery — the improvement is reported without a confirmed cause, same as the drop was.

Intuit is the one name here that kept deteriorating without pause. $286.80, momentum 32.8, down 22.47% on the month, -59.0% on the year (from -55.1%), 29.6% below its 200-day. The thesis flag on this name has read broken for six straight weeks now and every week the underlying numbers confirm it further.

IonQ and Super Micro both improved their 200-day position while their trailing-year comparisons moved on the calendar. IonQ's one-year return fell slightly to -43.4% from -41.4% (a window-roll effect) while its 200-day gap improved sharply to -2.7% from -10.8% — the stock is genuinely closer to reclaiming that line than the one-year number alone would suggest, up 15.47% on the week. Super Micro's deficit narrowed to -11.8% from -14.9% with its cushion widening to +30.6% from +23.7% — the second straight week of improvement after the prior reopening flagged twice running.


What Changed Since Prior Scan (2026-09-18 → 2026-09-23)

Change Read
ZS and OKTA both crossed into overbought territory — ZS 63.3 → 70.5, OKTA 61.5 → 71.3 Two names above 70 for the first time in this tracked window
CRDO confirmed its reversal — momentum 43.1 → 50.9, 200-day position 0.0% → +10.2% No longer sitting on the line; now clearly above it
CEG partially stabilized — momentum 36.4 → 43.8, 200-day gap -13.0% → -9.4% Last week's flagged breakdown did not continue; still below its 200-day
HUBS recovered some ground — 1Y -57.9% → -56.0%, 200-day gap -15.1% → -10.4% Contrary to the trajectory the flagged Friday drop suggested; no cause confirmed for either move
INTU worsened for a sixth week — 1Y -55.1% → -59.0%, 200-day gap -26.5% → -29.6% The broken flag continues to be confirmed by the price action
SMCI's deficit narrowed for a second straight week — 1Y -14.9% → -11.8%, cushion +23.7% → +30.6% Reversing the prior two-week reopening trend
IONQ's 200-day position improved sharply — -10.8% → -2.7% While the one-year comparison rolled slightly more negative on the calendar
QCOM fully repaired and extended past its prior level — RSI 54.0 → 66.4, 1Y +5.7% → +16.35% Last week's unexplained Friday drop is fully unwound

How To Read The Board

This list is the technology slice of the insider-tracked universe, and it carries price evidence only — the dollar figures for who bought and sold come from the separate Form 4 report and are quoted here only where a name overlaps. Those figures move slowly and have been frozen or nearly frozen for three weeks; a frozen number is a report artifact, not a fresh signal. On the price side, the column that decides whether a drawdown is opportunity or damage is the pair at the right: a name above its 200-day with a positive one-year return is in a pullback inside an intact trend, and a name below its 200-day with a negative year has a trend genuinely under test. Trailing one-year returns also drift purely because the comparison date moves — IonQ's one-year number worsened this week even as its structural position clearly improved — so a one-year change is read alongside the 200-day position, never alone. Where a move has no news receipt covering it, this scan says so; a stale pull is never evidence that nothing happened.


Price Table

Insider Buying (dollar figures from this session's Form 4 report)

Stock Price RSI vs SMA20 7D% 30D% 1Y vs SMA200 Insider Net Signal
TSLA $380.12 60.6 +4.7% +6.16% +8.93% -10.74% -4.1% +$219.0M 🟡 Largest buying figure, weakest structure
CRSP $55.76 51.2 0.0% +6.80% -2.31% -8.23% +4.5% +$27.3M 🟢 Buying carried, near flat vs. last week
ASAN $9.47 52.1 0.0% -1.87% -2.97% -33.36% +10.1% +$8.7M 🟢 Sitting exactly on its 20-day
INTC $122.60 70.3 +21.3% +21.33% +40.50% +317.86% +56.5% +$2.4M 🟢 Buying plus the strongest year here
TSM $446.57 60.6 +4.5% +6.91% +8.89% +57.96% +17.0% +$1.5M 🟢 Intact

Cybersecurity — The Week's Continued Movers

Stock Price RSI vs SMA20 7D% 30D% 1Y vs SMA200 Signal
ZS $214.45 70.5 +16.3% +11.94% +21.81% -25.87% +27.8% 🟠 Newly overbought
OKTA $205.36 71.3 +16.5% +9.16% +56.80% +122.73% +90.1% 🟠 Newly overbought, widest cushion here
CRWD $262.49 68.9 +16.4% +8.75% +37.66% +116.88% +76.4% 🟢 Extending hard
PANW $393.30 62.7 +9.6% +4.70% +12.08% +93.51% +61.6% 🟢 Fully extended
FTNT $178.74 64.6 +8.0% +4.06% +17.60% +109.62% +55.1% 🟢 Intact and extending

Software / Data — Below RSI 50

Stock Price RSI vs SMA20 7D% 30D% 1Y vs SMA200 Thesis Signal
INTU $286.80 32.8 -12.2% -9.85% -22.47% -59.08% -29.6% broken 🔴 Flagged broken, sixth week worsening
ADBE $240.69 39.2 -8.9% -3.92% -12.88% -33.47% -8.7% — 🔴 Under test, crossed into oversold
HUBS $226.03 47.3 -5.2% -4.41% -7.43% -55.95% -10.4% intact-but-priced 🟡 Recovered some ground, still deeply damaged
CRDO $193.87 50.9 +5.6% +20.05% -12.91% +19.48% +10.2% — 🟢 Confirmed break above its 200-day
AVGO $354.99 44.4 -1.2% +4.56% -1.05% +4.74% -3.7% intact 🟡 Still stuck right at its test line
AMZN $249.27 44.1 -2.3% +1.35% -4.88% +12.94% +3.6% intact 🟢 Mild pullback
ASML $1,744.61 55.0 +3.4% +8.89% +0.26% +81.07% +14.9% — 🟢 Pullback, trend intact
MDB $428.36 59.4 +7.9% +13.82% +6.37% +34.30% +24.3% — 🟢 Intact, extending
IONQ $42.54 57.2 +8.8% +15.47% +3.60% -43.39% -2.7% intact-but-priced 🟡 200-day position improving sharply
DDOG $251.49 60.0 +9.7% +8.97% +11.39% +82.92% +39.2% intact 🟢 Intact, extending

Neutral / Extending (RSI 50+)

Stock Price RSI vs SMA20 7D% 30D% 1Y vs SMA200 Signal
AMD $614.61 71.0 +19.8% +19.92% +34.56% +282.0% +70.4% 🟢 Strongest combination here
ARM $332.56 71.1 +26.7% +36.31% +39.27% +135.87% +58.2% 🟢 Extended hard
META $744.10 77.0 +15.9% +10.51% +33.11% -1.50% +19.0% 🟠 Overbought, negative year
TEAM $195.08 64.2 +4.1% +2.52% +13.86% +17.75% +74.9% 🟢 Widest cushion on the board
AAPL $337.02 62.9 +3.1% +1.39% +8.60% +32.46% +17.4% 🟢 Intact
NET $352.33 65.4 +13.1% +8.53% +25.68% +57.81% +53.1% 🟢 Intact
MRVL $260.90 63.1 +12.9% +13.58% +13.79% +249.64% +62.2% 🟢 Intact
BE $275.19 60.0 +9.8% +1.91% +34.88% +255.63% +36.7% 🟢 Structure intact
PLTR $191.79 66.9 +8.1% +10.01% +9.04% +5.06% +26.2% 🟢 Flat year, cushion intact
ANET $203.47 57.9 +3.7% +3.00% +8.14% +41.21% +30.2% 🟢 Intact
SMCI $41.44 60.0 +7.5% +12.46% +17.83% -11.81% +30.6% 🟡 Deficit narrowing a second week
GOOGL $337.83 45.1 -1.2% -1.47% -2.94% +34.24% 0.0% 🟡 Sitting exactly on its 200-day
SNOW $334.81 54.4 +1.2% +1.14% +3.73% +49.78% +49.5% 🟢 Intact
QCOM $197.24 66.4 +11.0% +6.71% +24.42% +16.35% +16.8% 🟢 Fully repaired and extended
NVDA $225.51 55.7 +2.0% +5.43% +8.17% +26.39% +13.3% 🟢 Intact
ESTC $91.28 59.1 +2.9% +7.35% +9.66% +5.15% +41.4% 🟡 Flat year, wide cushion
WDAY $192.38 52.6 -0.6% +2.46% -3.40% -19.95% +21.5% 🟡 Negative year, wide cushion
VEEV $270.75 61.3 +0.8% +2.21% +8.97% -2.90% +35.7% 🟡 Flat year, wide cushion
CRM $237.58 52.9 -4.0% -5.17% +13.64% -2.85% +17.9% 🟡 Strong month, flat year
MSFT $500.59 56.2 +0.2% +2.10% +2.73% -1.70% +15.9% 🟡 Flat year, cushion intact
NOW $140.78 57.8 +1.8% +0.69% +9.94% -24.12% +20.4% 🟡 Negative year over a positive cushion
CEG $263.88 43.8 -4.4% +1.68% -3.49% -21.62% -9.4% 🟡 Partial stabilization from last week's breakdown

Tier Analysis

Capitulation (RSI below 25): None.

Oversold (RSI 25-40): INTU (32.8) and ADBE (39.2). CEG graduated out of this tier since last week (now 43.8) and ADBE newly entered it (from 42.4). Both remaining names are below their 200-day with double-digit negative years — damage, not discount.

Neutral / Strong (RSI 40+): The remaining 40 names, topped by META (77.0, overbought), OKTA and ARM (71.3/71.1), AMD (71.0), INTC (70.3) and ZS (70.5). Five names are now above 70, versus none last week — this board is extending, not correcting.


Entry Zones

Conditions, not advice.

Stock Entry Zone Thesis
INTC Current $122.60; 20-day $101.04, 200-day $78.36 The only name here carrying insider buying alongside a +317.9% year and a 56.5% cushion; 21.3% above its own 20-day, so a pullback is the condition, not this price
ASML Current $1,744.61; 200-day $1,518.69, support shelf $1,445.51 +81.1% year, 14.9% cushion, mild pullback. The cleanest deep-pullback shape here
MDB Current $428.36; 200-day $344.68, support shelf $360.48 +34.3% year that keeps improving, 24.3% cushion
DDOG Current $251.49; 200-day $180.62, support shelf $134.52 +82.9% year, 39.2% cushion, both extending. No discount at this price
CRDO Current $193.87; 200-day $175.91, support shelf $174.44 Confirmed break above its 200-day this week after a two-week repair; still 37.2% off its high
AVGO Current $354.99; 200-day $368.79, support shelf $345.49 Still stuck right at its 200-day; a reclaim of $368.79 is the condition
ZS Current $214.45; 200-day $167.83, 20-day $184.44 Newly overbought at RSI 70.5 on a year still -25.9% — extended, not a value entry
CEG, HUBS, INTU, IONQ, ADBE Not zones — under test or broken All below their 200-day with negative years. Intuit's thesis flag has never been cleared; CEG and HUBS both showed partial improvement this week without resolving

Action Matrix

Stock Signal Action Notes
INTC 🟢 📈 Accumulate Insider buying plus the strongest year here; extended over its 20-day right now
TSM, CRSP, ASAN 🟢 🔍 Watch The rest of the buying list; all five figures are carried, essentially unchanged
TSLA 🟡 🔍 Watch Biggest buying figure on the weakest structure — 4.1% below its 200-day
AMD, MRVL, CRWD, FTNT, TEAM, NET, SNOW, ARM 🟢 🔒 Hold Strongest intact trends here; cushions of 30% to 90%
ZS, OKTA 🟠 ⚠️ Caution Newly overbought on years still negative — extended, not a value entry
PANW 🟢 🔒 Hold Fully extended
MDB, DDOG, ASML 🟢 📈 Accumulate Monthly pullbacks inside intact, improving trends
CRDO 🟢 🔍 Watch Confirmed break above its 200-day; the repair is real but incomplete (37% off its high)
AVGO 🟡 🔍 Watch The most undecided trend here; $368.79 is the line
CEG 🟡 🔍 Watch Partial stabilization; still below its 200-day
HUBS 🟡 🔍 Watch Recovered some ground with no confirmed cause; still deeply damaged
INTU 🔴 ❌ Don't buy Thesis flagged broken; sixth straight week deteriorating
IONQ, ADBE 🔴 ⚠️ Avoid Negative years; IONQ's 200-day position is improving despite it
SMCI 🟢 🔍 Watch Second straight week of a narrowing one-year deficit
QCOM 🟢 🔒 Hold Fully repaired and extended past its prior level

What To Watch Next

  • Does the cybersecurity run hold a third week? Two names — Zscaler and Okta — crossed into overbought territory this week with no driver confirmed on this desk's record in either of the last two weeks.
  • Constellation Energy and HubSpot's partial repairs. Both stabilized without resolving — CEG is still below its 200-day, HubSpot is still -56% on the year. Whether either continues or reverses is unresolved.
  • Credo's 52-week high, still 37.2% away. The break above its 200-day is confirmed; the deeper recovery is not.
  • Whether Intuit's broken-thesis flag ever clears. Six straight weeks of confirmation with no counter-evidence.
  • IonQ's 200-day at reach. Its structural position improved from -10.8% to -2.7% in one week even as the one-year number rolled the other way on the calendar.

Sources: tech-insider-buys (all 42 rows, latest bar 2026-09-23 — every price, momentum, moving-average and return figure above); the desk's own tooling, run this session 2026-09-23 (the five insider dollar figures only); 2026-09-18-tech-insider-buys (prior-week comparison values).

9 events

No direct external sources are attached to this read.