Tech Insider Buys Scan
Tech Insider Buys Scan
Cybersecurity is the hottest cluster on the list — Okta, CrowdStrike and Palo Alto sit near or above RSI 65-70 — while the legacy application-software group (Intuit, HubSpot, Adobe) stays below its 200-day averages with deeply negative years. All five insider-buying names in the broader tracked universe sit on this list; Tesla's buying is the largest by far but its stock is still under its 200-day.
Data as of the settled 2026-10-02 close. This list carries price and technical evidence; the insider dollar figures cited are from the Form 4 report run for this edition and are labelled where used.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Security, semis and infrastructure software extended; application software and a few large caps still repairing |
| Insider buying on this list | TSLA +$221.0M, CRSP +$26.7M, ASAN +$4.5M, INTC +$2.4M, TSM +$1.5M |
| Leaders | BE (1Y +228.58%), AMD (+273.48%), INTC (+219.92%), MRVL (+215.88%), OKTA (+122.81%, +88.6% vs 200-day) |
| Laggards | INTU (1Y -58.78%, thesis flagged broken), HUBS (-51.81%), IONQ (-37.11%), ADBE (-32.37%), ZS (-36.08%) |
| Extended (RSI 70+) | AMD (70.1), DDOG (70.6), TSM (71.5) |
| Below 200-day | TSLA (-5.7%), AVGO (-3.4%), ADBE (-8.5%), INTU (-28.6%), HUBS (-12.9%), CEG (-10.5%) |
| Caveat | Insider dollar figures cover only the five buyers; the Form 4 figures match the prior edition to the figure, so verify against filings. MDB's weekly drop has no cause on file (news pulled 2026-10-03, no item on the move; stock-events checked) |
| Key insight | Insider buyers are not in the hot names — they are in the weakest charts (Tesla under its 200-day, Asana, CRISPR with negative years) plus two semis already trending |
What's Going On
Cybersecurity is broadly strong again. Okta closed $211.49, RSI 68.4, +88.6% above its 200-day, 1Y +122.81%. CrowdStrike (RSI 68.7, +75.9%), Palo Alto (62.6, +61.1%) and Fortinet (64.2, +52.6%) are all above 200-days with positive years. Zscaler is the laggard in the group: RSI 54.6, but its year is still -36.08%.
Infrastructure software leads application software. Datadog (RSI 70.6, +32.50% on the month), Cloudflare (+48.4% vs 200-day) and Snowflake (+49.6%) are extended and intact. Intuit (RSI 37.1, -28.6% vs 200-day), HubSpot (-12.9%) and Adobe (-8.5%) sit below 200-days with negative years; Intuit's thesis is flagged broken.
MongoDB fell hardest on the list. MDB is -12.79% over seven days, RSI 43.5, still +4.4% above its 200-day. Its news was re-pulled 2026-10-03 with no item on the move, no stock-event record covers it, and no October 1-2 capture matched; the cause is not established.
Semis are bifurcated. TSMC (RSI 71.5), Marvell (65.0), ASML (64.8), Credo (59.9) and Nvidia (62.9) trend strongly; Broadcom (47.6) sits -3.4% against its 200-day and Qualcomm is -8.47% over seven days from -28.87% off its high. Arm is flagged intact-but-priced.
The insider buyers. Tesla ($370.59, +4.65% on the day) is -5.7% against its 200-day with a -15.00% year. CRISPR ($55.43, 1Y -23.88%) and Asana ($8.62, 1Y -36.01%, -12.04% on the month) carry small buying into weak years. Intel (+219.92% 1Y) and TSMC are buyer-backed extended trends.
What Changed Since Prior Scan (2026-09-25 → 2026-10-02)
| Change | Read |
|---|---|
| Cybersecurity re-extended | Okta, CrowdStrike and Palo Alto are back near or above RSI 70 after last edition's cooling |
| IONQ above 200-day by +0.7% | Held the reclaim; year still -37.11% |
| MDB fell sharply (-12.79% on the week) | Largest decline on the list |
| Buying list unchanged | Same five names and dollar figures as last edition |
| INTU RSI back to 37.1 | Above the 30 line, still thesis-flagged broken |
How To Read The Board
This is a technology and growth universe screened for insider interest. Price, momentum and return figures are raw screen evidence from the desk's summaries; insider dollars appear only for the five buyers. A strong chart plus insider buying is the best case; a weak chart plus buying is a research prompt, not a signal.
Price Table
Insider Buying (dollar figures from the Form 4 report run for this edition)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Insider Net | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| TSLA | $370.59 | 55.0 | $364.87 | +1.6% | -0.41% | +3.80% | -15.00% | -5.7% | +$221.0M | 🔴 Below 200-day, negative year |
| CRSP | $55.43 | 50.6 | $54.91 | +0.9% | +2.21% | -2.62% | -23.88% | +4.0% | +$26.7M | 🟡 Above 200-day, negative year |
| ASAN | $8.62 | 45.2 | $9.04 | -4.6% | -4.43% | -12.04% | -36.01% | +2.6% | +$4.5M | 🟡 Above 200-day, negative year |
| INTC | $119.33 | 60.6 | $111.64 | +6.9% | -2.98% | +32.52% | +219.92% | +47.0% | +$2.4M | 🟢 Intact |
| TSM | $472.78 | 71.5 | $441.12 | +7.2% | +4.92% | +13.79% | +64.10% | +22.1% | +$1.5M | 🟢 Intact, extended |
Cybersecurity
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| CRWD | $270.04 | 68.7 | $242.28 | +11.5% | +7.10% | +32.75% | +117.42% | +75.9% | 🟢 Intact |
| PANW | $403.24 | 62.6 | $370.97 | +8.7% | +7.61% | +22.76% | +92.66% | +61.1% | 🟢 Intact |
| ZS | $196.60 | 54.6 | $191.49 | +2.7% | +1.84% | +13.82% | -36.08% | +18.1% | 🟡 Above 200-day, negative year |
| FTNT | $180.95 | 64.2 | $170.69 | +6.0% | +4.32% | +17.09% | +109.70% | +52.6% | 🟢 Intact |
| OKTA | $211.49 | 68.4 | $191.07 | +10.7% | +8.35% | +29.63% | +122.81% | +88.6% | 🟢 Intact |
Software / Data
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| CRM | $234.69 | 51.4 | $241.13 | -2.7% | +0.29% | -8.66% | -1.75% | +17.0% | 🟡 Above 200-day, negative year |
| ADBE | $237.69 | 41.0 | $247.05 | -3.8% | +0.94% | -15.05% | -32.37% | -8.5% | 🔴 Below 200-day, negative year |
| NOW | $134.38 | 50.3 | $136.23 | -1.4% | -0.91% | -1.71% | -26.17% | +16.1% | 🟡 Above 200-day, negative year |
| DDOG | $277.22 | 70.6 | $244.11 | +13.6% | +3.39% | +32.50% | +82.90% | +50.0% | 🟢 Intact, extended |
| SNOW | $341.04 | 57.1 | $334.09 | +2.1% | +1.52% | +11.51% | +41.78% | +49.6% | 🟢 Intact |
| NET | $349.07 | 60.3 | $332.67 | +4.9% | +0.01% | +27.99% | +55.45% | +48.4% | 🟢 Intact |
| INTU | $281.08 | 37.1 | $300.80 | -6.6% | +1.92% | -18.04% | -58.78% | -28.6% | 🔴 Below 200-day, negative year |
| WDAY | $186.14 | 47.1 | $189.94 | -2.0% | -1.75% | -7.33% | -19.80% | +18.4% | 🟡 Above 200-day, negative year |
| HUBS | $214.53 | 45.8 | $223.62 | -4.1% | +0.37% | -12.62% | -51.81% | -12.9% | 🔴 Below 200-day, negative year |
| TEAM | $187.89 | 56.0 | $186.59 | +0.7% | +0.08% | +0.78% | +24.39% | +67.2% | 🟢 Intact |
| VEEV | $273.33 | 55.9 | $269.65 | +1.4% | -2.62% | -2.63% | -9.13% | +35.8% | 🟡 Above 200-day, negative year |
| MDB | $357.96 | 43.5 | $377.89 | -5.3% | -12.79% | -4.65% | +9.71% | +4.4% | 🟢 Intact |
| ESTC | $93.94 | 62.0 | $88.46 | +6.2% | +6.60% | +4.87% | +7.26% | +44.4% | 🟢 Intact |
| PLTR | $188.75 | 61.2 | $180.19 | +4.8% | -0.49% | +11.38% | +0.91% | +24.1% | 🟢 Intact |
Semis / AI Hardware
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| AVGO | $355.14 | 47.6 | $354.10 | +0.3% | +0.66% | -3.29% | +5.02% | -3.4% | 🟡 Below 200-day, year still positive |
| AMD | $633.91 | 70.1 | $566.49 | +11.9% | +0.52% | +38.69% | +273.48% | +69.2% | 🟢 Intact, extended |
| NVDA | $233.95 | 62.9 | $223.79 | +4.5% | +3.95% | +4.25% | +23.86% | +16.6% | 🟢 Intact |
| SMCI | $43.69 | 63.0 | $40.17 | +8.8% | +0.99% | +18.08% | -16.78% | +36.5% | 🟡 Above 200-day, negative year |
| ANET | $207.35 | 60.2 | $199.85 | +3.8% | +0.39% | +11.42% | +43.53% | +30.5% | 🟢 Intact |
| MRVL | $272.29 | 65.0 | $246.18 | +10.6% | +3.95% | +31.87% | +215.88% | +63.1% | 🟢 Intact |
| QCOM | $184.87 | 52.4 | $185.29 | -0.2% | -8.47% | +8.77% | +9.49% | +9.2% | 🟢 Intact |
| ARM | $307.49 | 58.5 | $281.70 | +9.2% | -0.91% | +30.92% | +102.10% | +42.5% | 🟢 Intact |
| ASML | $1,867.31 | 64.8 | $1,721.85 | +8.4% | +7.07% | +11.00% | +81.26% | +21.0% | 🟢 Intact |
| CRDO | $218.64 | 59.9 | $181.24 | +20.6% | +3.64% | +32.33% | +46.12% | +23.3% | 🟢 Intact |
Mega-Cap Platforms
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| MSFT | $517.53 | 62.6 | $501.67 | +3.2% | +0.26% | +4.17% | +0.35% | +19.6% | 🟢 Intact |
| AAPL | $333.69 | 54.7 | $331.89 | +0.5% | -2.16% | +2.69% | +29.77% | +15.4% | 🟢 Intact |
| GOOGL | $343.50 | 50.0 | $342.62 | +0.3% | -0.12% | +1.89% | +39.81% | +1.4% | 🟢 Intact |
| META | $728.08 | 61.5 | $695.92 | +4.6% | -3.14% | +22.81% | +0.14% | +15.9% | 🟢 Intact |
| AMZN | $251.52 | 48.6 | $251.64 | +0.0% | +0.74% | -1.36% | +13.09% | +4.2% | 🟢 Intact |
Power / Quantum / Other
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| CEG | $257.49 | 42.1 | $268.70 | -4.2% | -2.20% | -11.22% | -27.97% | -10.5% | 🔴 Below 200-day, negative year |
| BE | $289.15 | 58.7 | $272.21 | +6.2% | +0.16% | +33.08% | +228.58% | +39.4% | 🟢 Intact |
| IONQ | $43.77 | 57.4 | $40.85 | +7.2% | -3.76% | +16.29% | -37.11% | +0.7% | 🟡 Above 200-day, negative year |
Tier Analysis
Capitulation (RSI below 25): None.
Oversold (RSI 25-40): INTU (37.1).
Neutral / Strong (RSI 40+): everything else; extended names: AMD (70.1), DDOG (70.6), TSM (71.5).
Entry Zones
Conditions, not advice.
| Stock | Entry Zone | Thesis |
|---|---|---|
| TSLA | Current $370.59; 200-day $393.18 | Largest buying; chart must reclaim the 200-day |
| CRSP | Current $55.43; 200-day $53.29 | Thin cushion, negative year |
| ASAN | Current $8.62; 200-day $8.40 | Small buying, down -12.04% on the month |
| AVGO | Current $355.14; 200-day $367.50 | Just below the 200-day; reclaim is the condition |
| MDB | Current $357.96; 200-day $342.87, support shelf $349.75 | Seven-day slide inside an intact trend; a flag if the 200-day holds |
| CRM / NOW / WDAY | CRM $234.69; NOW $134.38; WDAY $186.14 | Above 200-days, under 20-days; shallow dips |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| TSM, INTC | 🟢 | 🔒 Hold | Buyer-backed trends; TSM extended |
| TSLA, CRSP, ASAN | 🟡 | 🔍 Watch | Buying into weak charts |
| CRWD, PANW, FTNT, OKTA, NET, SNOW | 🟢 | 🔒 Hold | Intact trends, many extended |
| DDOG, AMD, TSM | 🟠 | ⚠️ Avoid chasing | At RSI 70+ |
| MDB | 🟡 | 🔍 Watch | Hardest weekly drop; above 200-day |
| INTU, HUBS, ADBE | 🔴 | ❌ Don't buy | Below 200-days, negative years |
| AVGO, ARM, QCOM | 🟡 | 🔍 Watch | Mixed; far from highs |
| CEG, IONQ | 🟡 | 🔍 Watch | CEG below 200-day; IONQ barely above |
What To Watch Next
Sources
- Tape data: pre-computed desk summary, as of the 2026-10-02 close (tech-insider-buys).
Desk price summaries for the tech insider-buys list (42 rows, latest bar 2026-10-02); Form 4 net-flow report run for this edition; September 25 edition of this scan.
Related
9 eventsNo direct external sources are attached to this read.