Insider Activity Scan
Insider Activity Scan
The insider buying list did not change — Tesla, CRISPR, Asana, Intel and TSMC — but its charts split: Asana rose 16.82% on the week while Intel fell 12.26% into a deep pullback that still leaves it 26.1% above its 200-day. Eos Energy (RSI 28.7) is now the only stock in the universe under 30 and the report's lone "selling into a dip" case; there is still no oversold-plus-buying match. Six names read above RSI 70 — Palantir, Datadog, Zscaler, Shopify, Fortinet and Moderna — while the semiconductor names cooled.
Prices and technicals are the settled Friday, October 9 close, per the desk's price summaries (all 59 rows carry that date). Insider dollar figures come from the Form 4 net-flow report run on October 9; that report prints net dollars only — no insider names, roles or filing dates — and its own price and momentum columns are not used anywhere on this page.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Strong software and security tape under heavy insider selling; buying list unchanged; one structurally broken name where selling and chart agree |
| Golden signals (oversold + buying) | 0 — the only name under RSI 30 is a seller |
| Selling into a dip (oversold + selling) | 1 — EOSE (RSI 28.7, -$25.1M net) |
| Insider buying | 5 names: TSLA +$221.0M, CRSP +$26.6M, ASAN +$4.5M, INTC +$2.4M, TSM +$1.5M |
| Insider selling | 52 names including EOSE; heaviest are AMZN -$9.4B, NVDA -$4.0B, LLY -$3.0B, PLTR -$2.0B, AVGO -$1.8B |
| Leaders (one year) | MRNA (717.29%), FSLY (242.69%), DOCN (240.97%), BE (223.72%), MRVL (203.57%) |
| Laggards (one year) | EOSE (-82.79%), RBLX (-61.96%), COIN (-53.65%), NTLA (-48.66%), HIMS (-46.92%) |
| Caveat | The report names 51 sellers in its selling list but prints dollar figures for only the largest 20; the other 31 are counted, not sized. Two of the 59 names show no net flow above $100K either way, and the report does not say which. Eight dollar figures differ from last edition, so the window refreshed in part — check filings before leaning on any single figure |
| Key insight | Heavy selling sits in the strongest charts, which is routine for executives of fast-rising companies. The case where the sellers and the chart agree is EOSE, and it is broken, not cheap |
What's Going On
The buyers' charts split. Tesla (+$221.0M) closed $382.70, up 3.27% on the week at RSI 59.7, but it is still 2% under its 200-day ($390.60) with a one-year return of -12.13%: the largest buyer name has not repaired its long trend. Asana (+$4.5M) rose 16.82% on the week to $10.07, 21.6% above its 200-day, though its year is still -33.71%; its news was last pulled September 17, so news was not pulled for this move, and no stock-event or capture covers it. Intel (+$2.4M) fell 12.26% to $104.70 (RSI 43.4, 8% under its 20-day) yet sits 26.1% above its 200-day on a 176.98% year — a deep pullback inside an intact trend, not a breakdown. Part of that week traces to October 5, when Intel slid after Elon Musk said talks with TSMC on his Terafab chip venture were ongoing (MarketWatch); Friday's 2.22% drop has no Intel item on file. TSMC (+$1.5M) eased 4.12% to RSI 52.4, 15.7% above its 200-day. CRISPR (+$26.6M) sits 0.3% above its 200-day on a -28.74% year.
Chipmakers cooled as a group. The AI-hardware names sold on October 8 after OpenAI told investors its annualized revenue was about $50 billion (CNBC), a worry Bloomberg said "bled through to other artificial intelligence bets and chipmakers." Arm fell 13.4% on the week (RSI 43.9, 41.18% off its high) but stays 21% above its 200-day; AMD (RSI 57.2) and TSMC dropped out of the overbought group. Nvidia (-$4.0B) closed $229.28, down 2% on the week, 13.4% above its 200-day.
Eos Energy is where selling and the chart agree. EOSE closed $2.52 at RSI 28.7, down 21.5% on the week and 9.03% on Friday, 64.7% under its 200-day, with a one-year return of -82.79% and 87.31% off its high. The report sizes its net insider selling at -$25.1M. Aggregator pages dated October 8 (StocksToTrade, Timothy Sykes) tie the slide to a litigation probe and continuing losses; nothing on file covers Friday. This is structural damage; the low RSI is not a setup.
Heavy sellers, strong charts. Palantir (-$2.0B) rose 10.75% on the week to $209.05, RSI 76.3, 0.25% under its high and 37.2% above its 200-day; its October 8 news pull carries nothing on the move, so the cause is not on file. Datadog (-$688.4M) closed at RSI 73.4, 0.25% under its high, up 30.18% on the month. Software and security rallied on Friday — DigitalOcean up 8.81%, Zscaler 7.8%, Snowflake 7.42%, Datadog 7.11%, Cloudflare 5.57% — and Fastly jumped 15.86%. News for these names was last pulled October 8 or earlier and there are no October 9 captures; stock-events checked; cause not on file.
Moderna and Constellation broke higher. Moderna closed $225 at its 52-week high, up 14.21% on Friday and 18.41% on the week, RSI 72.1, 209.8% above its 200-day on a 717.29% year; the report lists it among heavy sellers without a dollar figure. Its news was last pulled September 30, so news was not pulled for this move, and no stock-event or capture covers it: cause not on file. Constellation rose 15.76% on the week to $298.07 and closed 4.2% above its 200-day after jumping 12% on October 6 on a Google nuclear power agreement (Bloomberg; MarketWatch); its year is still -22.22%.
What Changed Since Prior Scan (2026-10-02 → 2026-10-09)
| Change | Read |
|---|---|
| Buying list unchanged in names — same five buyers | CRISPR's figure is a hair lower; Tesla still carries nearly all the dollars |
| Eight dollar figures moved — ESTC, CRWD, NET, TWLO and COIN show larger selling than last edition; AVGO and RBLX slightly smaller | The window refreshed in part, answering last edition's frozen-figures caveat for these names |
| EOSE entered the "selling into a dip" bucket | Last edition the bucket was empty; EOSE fell below RSI 30 this week |
| The overbought group rotated — PLTR, ZS, SHOP, FTNT and MRNA joined DDOG above 70 | AMD and TSM, both above 70 last edition, cooled to the 50s |
| NFLX, UBER and VRTX left the oversold band | SOFI and FSLR remain in it, both below their 200-days |
| CEG reclaimed its 200-day | Year still negative |
| Intel and Arm took double-digit weekly declines | Both remain well above their 200-days |
| Still no golden signal | No buyer is below RSI 30 |
How To Read The Board
The insider dollar figures are net Form 4 flows from the report; every price, momentum and return figure is from the desk's own summaries. A name with heavy insider selling and a strong chart is not a warning by itself — executives of fast-rising companies sell routinely. The combinations that matter are selling plus a broken chart (a real warning) and buying plus oversold momentum (a golden signal). The top 20 sellers carry dollar figures; the rest of the universe appears below without one.
Price Table
All rows as of 2026-10-09.
Insider Buying (net above $100K)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Insider Net | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| TSLA | $382.7 | 59.7 | $368.66 | 3.8% | 3.27% | 4.05% | -12.13% | -2% | +$221.0M | 🔴 Below 200-day, negative year |
| CRSP | $53.39 | 46.7 | $54.89 | -2.7% | -3.68% | -0.11% | -28.74% | 0.3% | +$26.6M | 🟡 On its 200-day, negative year |
| ASAN | $10.07 | 60.2 | $9.26 | 8.7% | 16.82% | 22.06% | -33.71% | 21.6% | +$4.5M | 🟡 Above 200-day, negative year |
| INTC | $104.7 | 43.4 | $113.83 | -8% | -12.26% | -1.45% | 176.98% | 26.1% | +$2.4M | 🟢 Intact, deep pullback |
| TSM | $453.31 | 52.4 | $450.47 | 0.6% | -4.12% | 4.12% | 51.16% | 15.7% | +$1.5M | 🟢 Intact |
Selling Into A Dip (RSI below 30 plus net selling)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Insider Net | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| EOSE | $2.52 | 28.7 | $3.42 | -26.3% | -21.5% | -39.28% | -82.79% | -64.7% | -$25.1M | 🔴 Broken: below 200-day, negative year, oversold |
Heaviest Insider Selling (top 20 of 51 in the report's selling list)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Insider Net | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $262.43 | 59 | $252.02 | 4.1% | 4.34% | 3.97% | 15.23% | 8.4% | -$9.4B | 🟢 Intact |
| NVDA | $229.28 | 53 | $226.73 | 1.1% | -2% | 2.51% | 19.06% | 13.4% | -$4.0B | 🟢 Intact |
| LLY | $1179.27 | 54.2 | $1161.32 | 1.5% | 3.19% | 4.9% | 37.87% | 9.5% | -$3.0B | 🟢 Intact |
| PLTR | $209.05 | 76.3 | $187 | 11.8% | 10.75% | 23.31% | 12.71% | 37.2% | -$2.0B | 🟢 Intact, extended |
| AVGO | $361.54 | 50.1 | $355.25 | 1.8% | 1.8% | -0.78% | 4.79% | -1.8% | -$1.8B | 🟡 Below 200-day, year still positive |
| PANW | $418.78 | 63.1 | $389.72 | 7.5% | 3.85% | 24.97% | 94.63% | 63.6% | -$1.4B | 🟢 Intact |
| ABNB | $165.87 | 51.8 | $161.82 | 2.5% | 2.12% | -2.22% | 38.05% | 15% | -$1.3B | 🟢 Intact |
| SNOW | $368.89 | 68.9 | $336.95 | 9.5% | 8.17% | 11.29% | 47.16% | 59.7% | -$1.2B | 🟢 Intact |
| NFLXE | $70.3 | 43.8 | $71.66 | -1.9% | 4.83% | -7.54% | -42.9% | -15.8% | -$1.0B | 🔴 Below 200-day, negative year |
| COIN | $179.39 | 47.9 | $186.76 | -3.9% | -1.97% | 2.67% | -53.65% | -2.4% | -$888.4M | 🔴 Below 200-day, negative year |
| NET | $360.93 | 61.7 | $345.93 | 4.3% | 3.4% | 14.88% | 63.35% | 51% | -$779.9M | 🟢 Intact |
| DDOG | $293.26 | 73.4 | $259.2 | 13.1% | 5.79% | 30.18% | 78.74% | 55.7% | -$688.4M | 🟢 Intact, extended |
| DOCN | $134.82 | 53.1 | $133.92 | 0.7% | -3.75% | 1.62% | 240.97% | 25.4% | -$678.7M | 🟢 Intact |
| TWLO | $289.47 | 59.3 | $275.27 | 5.2% | -1.73% | 27.41% | 154.01% | 61.1% | -$642.0M | 🟢 Intact |
| ESTC | $98.23 | 66.6 | $90.58 | 8.4% | 4.57% | 13.46% | 20.45% | 49.9% | -$628.6M | 🟢 Intact |
| RBLX | $48.09 | 58.5 | $46.62 | 3.2% | 9% | 8.02% | -61.96% | -11.7% | -$621.9M | 🔴 Below 200-day, negative year |
| CRWD | $275.04 | 64.9 | $257.71 | 6.7% | 1.85% | 32.36% | 116.09% | 74.8% | -$588.0M | 🟢 Intact |
| SOFI | $15.8 | 38.9 | $16.36 | -3.4% | 0.19% | -8.83% | -44.46% | -15.4% | -$517.0M | 🔴 Below 200-day, negative year |
| AMD | $608.1 | 57.2 | $598.07 | 1.7% | -4.07% | 16.7% | 161.11% | 57.8% | -$470.5M | 🟢 Intact |
| BE | $280.5 | 54 | $276.88 | 1.3% | -2.99% | 4.17% | 223.72% | 32% | -$466.3M | 🟢 Intact |
The Rest Of The Universe (tape only — no dollar figure printed)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | $336.64 | 56.1 | $335.39 | 0.4% | 0.88% | 6.75% | 32.51% | 15.8% | 🟢 Intact |
| MSFT | $535.07 | 67.5 | $510.1 | 4.9% | 3.39% | 8.83% | 2.43% | 23.3% | 🟢 Intact |
| GOOGL | $351.66 | 56.4 | $345.92 | 1.7% | 2.38% | 6.35% | 45.6% | 3.4% | 🟢 Intact |
| META | $718.67 | 56.8 | $719.18 | -0.1% | -1.29% | 9.94% | -2.02% | 14.1% | 🟡 Above 200-day, negative year |
| ARM | $266.28 | 43.9 | $288.93 | -7.8% | -13.4% | 0.78% | 56.03% | 21% | 🟢 Intact, deep pullback |
| ASML | $1780.34 | 52.4 | $1744.55 | 2.1% | -4.66% | 2.94% | 81.57% | 14% | 🟢 Intact |
| MRVL | $275.28 | 61.5 | $258.47 | 6.5% | 1.1% | 17.14% | 203.57% | 60.2% | 🟢 Intact |
| QCOM | $175.5 | 44.4 | $185.91 | -5.6% | -5.07% | -0.51% | 5.94% | 3.6% | 🟢 Intact, thin cushion |
| FSLY | $29.3 | 63.6 | $25.78 | 13.7% | 13.52% | 29.02% | 242.69% | 43.9% | 🟢 Intact |
| AKAM | $106.95 | 47.6 | $108.71 | -1.6% | -1.81% | -3.43% | 41.66% | -4.6% | 🟡 Below 200-day, year still positive |
| MDB | $385.93 | 52.5 | $378.94 | 1.8% | 7.81% | 7.69% | 16.43% | 13% | 🟢 Intact |
| CRM | $229.13 | 48 | $235.79 | -2.8% | -2.37% | -6.16% | -6.6% | 14.7% | 🟡 Above 200-day, negative year |
| NOW | $140.86 | 57.6 | $137.35 | 2.6% | 4.82% | 7.44% | -23.27% | 22.1% | 🟡 Above 200-day, negative year |
| ZS | $233.73 | 72.9 | $204.11 | 14.5% | 18.89% | 40.72% | -25.85% | 40.8% | 🟠 Above 200-day, negative year, extended |
| FTNT | $194.75 | 72.7 | $178.82 | 8.9% | 7.63% | 23.87% | 125.95% | 60.6% | 🟢 Intact, extended |
| TMO | $658.02 | 54.4 | $659.76 | -0.3% | 0.49% | 8.64% | 23.07% | 20.8% | 🟢 Intact |
| MRNA | $225 | 72.1 | $183.05 | 22.9% | 18.41% | 65.92% | 717.29% | 209.8% | 🟢 Intact, extended |
| NTLA | $13.07 | 58.1 | $12.13 | 7.7% | 6.61% | 7.04% | -48.66% | 1% | 🟡 On its 200-day, negative year |
| VRTX | $510.08 | 45.6 | $513.81 | -0.7% | 1.06% | -2.12% | 22.95% | 7.4% | 🟢 Intact |
| ISRGE | $423.96 | 66.7 | $400.65 | 5.8% | 8.17% | 20.02% | -4.46% | -4.4% | 🔴 Below 200-day, negative year |
| BNTX | $96.96 | 48.3 | $97.43 | -0.5% | 0.06% | -1.19% | -7.2% | -0.8% | 🔴 Below 200-day, negative year |
| CEG | $298.07 | 62.1 | $268.1 | 11.2% | 15.76% | 1.42% | -22.22% | 4.2% | 🟡 Back above 200-day, negative year |
| FSLR | $177.82 | 39.7 | $185.23 | -4% | 1.84% | -12.45% | -24.11% | -19.9% | 🔴 Below 200-day, negative year |
| ENPH | $32.81 | 40.3 | $33.78 | -2.9% | -1.97% | -10.65% | -10.62% | -20.5% | 🔴 Below 200-day, negative year |
| SHOP | $170.85 | 72.8 | $146.66 | 16.5% | 12.85% | 34.75% | 4.26% | 31.9% | 🟢 Intact, extended |
| UBER | $71.51 | 52.9 | $69.81 | 2.4% | 4.99% | 0.6% | -25.51% | -4% | 🔴 Below 200-day, negative year |
| AFRM | $80.7 | 66.5 | $72.11 | 11.9% | 14.03% | 18.42% | 4.18% | 20.8% | 🟢 Intact |
| IBKR | $87.87 | 46.6 | $88.78 | -1% | -0.49% | -2.67% | 21% | 7.3% | 🟢 Intact |
| UI | $657.29 | 69.8 | $590.8 | 11.3% | 5.93% | 26.26% | -5.64% | -0.3% | 🔴 On its 200-day, negative year |
| HIMS | $30.92 | 57.1 | $29.03 | 6.5% | 6.62% | 10.82% | -46.92% | 12.9% | 🟡 Above 200-day, negative year |
| U | $46.88 | 65.2 | $43.09 | 8.8% | 7.5% | 10.2% | 20.33% | 46.8% | 🟢 Intact |
| PINS | $21.4 | 62.2 | $19.24 | 11.2% | 11.11% | 17.07% | -32.85% | 1.5% | 🟡 Above 200-day, negative year |
| ZM | $97.74 | 59.2 | $92.16 | 6.1% | 5.23% | 1.62% | 18.19% | 7.1% | 🟢 Intact |
Tier Analysis
Capitulation (RSI below 25): None.
Oversold (RSI 25-40): EOSE (28.7), SOFI (38.9), FSLR (39.7). All three are sellers below their 200-days with negative years; none pairs with buying.
Neutral / Strong (RSI 40+): everything else. At or above 70: PLTR (76.3), DDOG (73.4), ZS (72.9), SHOP (72.8), FTNT (72.7), MRNA (72.1); UI (69.8) and SNOW (68.9) are next.
Entry Zones
Conditions, not advice.
| Stock | Entry Zone | Thesis |
|---|---|---|
| TSLA | Current $382.7; 200-day $390.6, support shelf $377.12 | Largest buyer-backed name, still under its 200-day on a negative year; reclaiming the 200-day is the condition |
| INTC | Current $104.7; 50-day $103.08, 20-day $113.83, 200-day $83.03 | Buyer-backed, 176.98% year, deep weekly pullback; a flag needs the 50-day area to hold |
| ASAN | Current $10.07; 20-day $9.26, 200-day $8.28 | Small buyer figure, sharp bounce; the year is still -33.71%, so a pullback that holds the 20-day is the only zone |
| CRSP | Current $53.39; 200-day $53.23, support shelf $51.97 | Sitting on its 200-day with a negative year; holding it is the condition |
| ARM | Current $266.28; 200-day $220.11, support shelf $166.15 | 56.03% year, -41.18% from its high; a seller-side pullback inside an intact trend, not a buyer signal |
| EOSE | Current $2.52 | Structurally broken with insider selling; no zone |
| PLTR / DDOG | PLTR $209.05 (20-day $187); DDOG $293.26 (20-day $259.2) | At highs above RSI 70 with heavy selling; no zone until a flag forms |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| TSLA | 🟡 | 🔍 Watch | Heaviest buying, chart still below its 200-day |
| INTC | 🟢 | 🔍 Watch | Buyer-backed deep pullback inside a strong year |
| TSM | 🟢 | 🔒 Hold | Buyer-backed, intact, cooled from overbought |
| CRSP, ASAN | 🟡 | 🔍 Watch | Small buying, negative years |
| NVDA, PANW, CRWD, NET, SNOW, AMZN, LLY | 🟢 | 🔒 Hold | Heavy selling into intact trends |
| PLTR, DDOG | 🟠 | ⚠️ Avoid chasing | Above RSI 70 at highs, with heavy selling |
| ZS, SHOP, FTNT, MRNA | 🟠 | ⚠️ Avoid chasing | Above RSI 70; ZS's year still negative |
| ARM, AMD | 🟢 | 🔍 Watch | Chip pullbacks inside intact trends |
| EOSE | 🔴 | ❌ Don't buy | Selling into a broken chart |
| NFLX, SOFI, RBLX, COIN | 🔴 | ❌ Don't buy | Selling plus below-200-day charts |
| AVGO | 🟡 | 🔍 Watch | Large seller just under its 200-day |
| CEG | 🟡 | 🔍 Watch | Reclaimed its 200-day on the Google deal; year negative |
What To Watch Next
- A first oversold-plus-buying match. The only sub-30 name is EOSE, a seller; the buyers sit between RSI 43.4 (Intel) and 60.2 (Asana).
- Tesla's 200-day at $390.60. The biggest buyer name needs it back before the buying lines up with the chart.
- Intel's 50-day ($103.08). It closed $104.70; holding there keeps the pullback a flag inside a 176.98% year.
- Do the overbought sellers cool? PLTR, DDOG, ZS, SHOP, FTNT and MRNA all sit above RSI 70.
- Fresh Form 4 figures. Eight figures moved this week, CRISPR's among them; the rest did not.
- TSMC's report, scheduled for October 15 (per the October 8 market brief), lands on a buyer-backed name that just cooled.
Sources
- Tape data: pre-computed desk summary, settled 2026-10-09 close (insider-universe).
- Insider dollar flows: Form 4 net-flow report for the insider universe (59 symbols), run 2026-10-09; net dollars only, no insider names or filing dates.
- OpenAI revenue report and the chip selloff: CNBC, October 8 (https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html); Bloomberg, October 8 (https://www.bloomberg.com/news/articles/2026-10-08/us-stock-futures-slip-on-mounting-energy-shock-ai-bubble-fears).
- Intel and Terafab: MarketWatch, October 5 (https://www.marketwatch.com/story/musk-hints-tsmc-may-join-his-mega-chip-venture-and-intels-stock-is-taking-a-hit-61c67ef9).
- Constellation and Google: Bloomberg, October 6 (https://www.bloomberg.com/news/videos/2026-10-06/constellation-energy-surges-12-closing-bell-video); capture 2026-10-06-marketwatch-google-makes-a-fresh-bet-on-nuclear-power-as-the-ai-energy-c--mktw-0005271829.
- EOSE: news pull dated 2026-10-08 (StocksToTrade and Timothy Sykes aggregator items).
- Cause checks: news pulls for MRNA (2026-09-30), ASAN (2026-09-17), PLTR, ZS, SNOW and the Friday software movers (2026-10-08 or earlier); stock-events for October 5-9; no October 9 captures on file.
- TSMC report date: the October 8 market brief (2026-10-08-market-brief).
- Prior edition: 2026-10-02-insider-scan.
Related
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